I am about to retire and would like to make a purchase into the pension fund. What do I have to take note of?

I am about to retire and would like to make a purchase into the pension fund. What do I have to take note of?

A purchase into the pension fund is possible until retirement if you have decided to draw a retirement pension. The situation is different if you are planning a lump-sum or partial capital withdrawal. In such a case, the purchase must generally be made no later than three years before retirement. If the purchase is made at a later date, the taxes saved must be repaid based on the applicable tax law.

Im­pro­ving retirement provision

Pension advice for private individuals

It pays to plan early

Based on an individual pension analysis, we show you how you can plan your retirement provision at an early stage and fill any pension shortfalls. So that you can look forward to the third stage of your life confidently.