The cost regulations of the pension foundation mention an administrative fee. Why does the website say that the offer is free of charge?
The cost regulations of the 3a retirement savings foundation state that the Board of Trustees could introduce a management fee of a maximum of 0.225 percent per annum on the securities portion.
Due to a contractual agreement between True Wealth and the Foundation, no management fee will be charged on the pension assets until further notice and has not been introduced since the launch in 2022.
If, contrary to expectations, the Board of Trustees decides to introduce a management fee at the beginning of a calendar year (possible at the beginning of 2025 at the earliest), we will inform our beneficiaries in July of the previous year.