Knowledge portal - independent - informative

Pension and Lump Sum

You are approaching retirement and wondering whether to draw your retirement assets as a lump sum or opt for a lifelong pension. This decision has far-reaching consequences and shapes your financial situation in retirement for the long term.

We support you in this!

With independent information, well-founded guides and intelligent calculators, we accompany you in this decision.

Principle: Needs-covering PF pension

As a rule of thumb: the pension as secured income after retirement should at least cover the basic living expenses in old age.

Guide

Whether you're just starting out or already know a fair amount – our guide meets you where you are.

The tips build on your existing knowledge and combine well-founded content with interactive calculators – so you can think through and plan your personal situation directly.

Go to Guide

Calculators

What if?

Our interactive calculators allow you to simulate individual scenarios – simple, anonymous and practical.

Frequently asked questions

You will find further important information on what PensionCompass offers in the «frequently asked questions» (FAQ) section.

Go to frequently asked questions