Funding Solutions Deutschland

Pension Structuring Professional handling of the rather complex matter of German pension obligations deserves a broad range of competences – employment- and company law, actuarial know-how, plan member administration, member communication and investment management. Events like M&A-deals or preparations of IPOs often set the spotlight on how pension obligations shall best be structured and taken care of. Funding Solutions provides experts in pension structuring of legacy DB plans and provides full-outsourcing solutions. The Funding Solutions platform enables efficient plan- and member administration including all features for a sustainable pension architecture. Regulated Investment Advisory Plan asset management for corporate investors is a challenge – particularly in the light of requirements given by the liability benchmark, the companies balance sheet as well as the specifics resulting from the new investment tax regime in Germany (InvStRefG). Funding Solutions provides regulated investment advice for plan assets using pooled funds or implementation via segmented “Spezialfonds” under German regulation. Our advisers' expertise results of the efficient handling of both regulated and non-regulated plan assets for corporate investors ranging from mid-cap to DAX30.