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Publications

February 4, 2020

How retirement income and pension increases can be designed at an early stage

In the last up to more than 35 years, people’s…

BaV, Contribution assessment ceiling, Dividend distribution, Donation, Federal Fiscal Court, German Pension Insurance, Income, Low interest rate, Old-age poverty, Pension, Pension scheme, Pension scheme, Return on investment, Rürup, Social security, state pension

Such-Relevanz

Publications

January 29, 2020

Pre-programmed old-age poverty despite additional private provision by those with compulsory insurance

– Why average earners only have prospects of receiving a…

Broker, German Pension Insurance, Grundsicherungsniveau, Grundsicherungsrente, Health Insurance, Income, Interest, Minimum subsistence level, Old-age poverty, Pension, Pension funds, Pension scheme, Public Health Insurance, Social welfare, state pension, Supply Chambers

Such-Relevanz

Publications

January 29, 2020

BGB-Leibrenten as the better alternative to private pension insurance

In some city archives historians find records of an annuity…

BaFin, BaV, Company pension scheme, Company pension scheme, Donation, Donations, Employer liability, Garantiezins, Grundstückseigentümer, Income share, Interest, Life annuity, Life Insurance, Obligation to pay, Old-age poverty, Pension, Pension provision, Pension scheme, Privatrente, Real Estate, Staatsgarantie

Such-Relevanz

Publications

January 29, 2020

Private and occupational pension schemes: deletion of valuation reserves remains on the agenda

For more than 10 years, the yields of life insurance…

BaFin, Company pension scheme, Consulting, Garantiezins, Interest, Life Insurance, Pension provision, Pension scheme, Rürup

Such-Relevanz

Publications

January 29, 2020

Old-age poverty: European countries expropriate pension savers

– How political decisions lead to impoverishment – Poverty in…

Capital cover, Grundsicherungsrente, Interest, Kapitalanlage, Minimum subsistence level, Old-age poverty, Pension, Pension scheme, Social welfare, state pension

Such-Relevanz

Publications

January 22, 2020

Systematic change of status from insurance agent to broker

– How can legal assistance after a house search also…

Broker, Documentation, Pension scheme, Pool, Privacy, Recover, Versicherung

Such-Relevanz

Publications

January 14, 2020

Legal restriction to the surrender value in the event of revocation of life insurance policies is contrary to EU law

– Current ECJ ruling opens up reversal with perpetual cancellation…

Cover, EuGH, Federal Court of Justice, Insolvency, Insolvency Code, Life Insurance, Pension scheme, Reversal, Revocation, Subscription right

Such-Relevanz

Publications

January 13, 2020

Save taxes on capital payments under the company pension scheme (bAV), severance payments and after active partial retirement

– How to design more retirement income and pension increases…

BaV, Contribution assessment ceiling, Dividend distribution, Donation, Federal Fiscal Court, German Pension Insurance, Income, Low interest rate, Old-age poverty, Pension, Pension scheme, Pension scheme, Return on investment, Rürup, Social security, state pension

Such-Relevanz

Publications

January 9, 2020

Employers are often liable to employees for company pension schemes

– What information, education and advisory duties are imposed on…

Action for a declaratory judgment, BaV, Broker, Company pension scheme, Company pensions, Consultant liability, Consulting, Contribution assessment ceiling, Conversion of remuneration, Direct insurance, Documentation, Employer liability, False advice, Federal Court of Justice, GKV, Health Insurance, Liability, Life Insurance, Pension, Pension scheme, Revocation, state pension, Zillmerization

Such-Relevanz

Publications

November 15, 2019

Federal Supreme Court prohibits insurance consultants from charging contingency fees for changing tariffs in private health insurance

– How the insurance consultant with a second job may…

BaV, Broker, Company pension scheme, Compensation, Consulting, Erfolgshonorar, Federal Court of Justice, Health Insurance, Pension scheme, PKV, Public Health Insurance, Schäden, Tarifwechselberatung, Time value accounts, Versicherung

Such-Relevanz

Publications

November 15, 2019

Why do insurance brokers have only limited duties of advice and documentation?

The Higher Regional Court (OLG Hamm, decision of 5 December…

Broker, Broker liability, Consulting, Documentation, Incorrect advice, PKV, Reversal of burden of proof

Such-Relevanz

Publications

November 11, 2019

Pension funds are not allowed to withhold health insurance contributions on private pension part

– This leads to further legal disputes about the “correct”…

BaFin, Direct insurance, GKV, Health Insurance, Insolvency, Krankenkassenbeiträge, Liability, Obligation to pay, Pension funds, Pension scheme, PKV, Social security

Such-Relevanz

Öffentlichkeitsarbeit

Navigation

How retirement income and pension increases can be designed at an early stage

Pre-programmed old-age poverty despite additional private provision by those with compulsory insurance

BGB-Leibrenten as the better alternative to private pension insurance

Private and occupational pension schemes: deletion of valuation reserves remains on the agenda

Old-age poverty: European countries expropriate pension savers

Systematic change of status from insurance agent to broker

Legal restriction to the surrender value in the event of revocation of life insurance policies is contrary to EU law

Save taxes on capital payments under the company pension scheme (bAV), severance payments and after active partial retirement

Employers are often liable to employees for company pension schemes

Federal Supreme Court prohibits insurance consultants from charging contingency fees for changing tariffs in private health insurance

Why do insurance brokers have only limited duties of advice and documentation?

Pension funds are not allowed to withhold health insurance contributions on private pension part

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