In this training, interested GeVo consultants learn about the particularities of managing Riester contracts and gain insights into the division of tasks between msg.Life Factory and msg.Zulagenverwaltung.

Learning objectives 
• You know the particularities of contract processing for an old age pension contract and are familiar with the terms "harmful use", "small amount settlement" and "allowance correction".
• You know the business processes "change of insurer 2.0" and pension rights adjustment in interaction with msg.ZV in order to be able to adapt them in the customer project.
• You are familiar with the particularities of old age pension contracts when drawing a pension, the distribution of benefit payments and the obligation to repay part of the subsidy in the event of death.

Contents
• The particularities of old age pensions with regular processes during the deferral period
• Harmful and harmless capital payouts
• Division into a subsidized and unsubsidized portion of the benefit payment
• Change of insurer 2.0
• Pension rights adjustment
• Pension transfer and annuity phase

Education points for actuaries: 14 points