As an experienced, specialized and competent partner, we offer individualized and system-based solutions for management of "Riester" allowances. We use highly efficient information technology to automate transactions wherever possible, thereby saving costs. We also offer you professional administrative processing. As a result, you need very few in-house resources to handle the complex issue of private pension product managements.

• Annual preparation and postage-optimized mailing of allowance applications, account statements and certificates for allowance beneficiaries
• Regular execution of allowance processing (communication with the "ZfA" and allowance beneficiaries)
• Quarterly execution of payment and recovery processing for providers
• Processing cases of misuse, such as allowances received without authorization
• Management of provider switching, including reporting capital transfers
• Handling of additional services:
  benefit notification procedures, new business, hotline for allowance beneficiaries, assistance filling out forms online, assistance filling out forms by phone, online portal, online archive
  

• Simplification for providers through active implementation of the frequent changes in laws and directives, thereby ensuring on-time implementation of the product and its legal conformity.
• Cost reduction by leveraging economies of scale in licensing, release and management costs for each policy
• Increased cost transparency based on variable costs and elimination of the need for investments
• Providers can focus on marketing the product