Fiduciary Katharina Steiner has switched her occupational benefits insurance from full-value insurance to the semi-autonomous solution. She is convinced that this is the right move for her, her team and her SME. We asked her why.
In April we announced that from the beginning of 2019 we will no longer be offering full-value insurance and will be moving to the semi-autonomous solution. Katharina Steiner, owner and CEO of the KSP Treuhand GmbH in Hettlingen (ZH), learned of our announcement. She and her team are specialists in tax matters and are also knowledgeable about old-age pension provision. Hence, they were keen to deepen their knowledge of the topic.
"AXA approached me and impressed me once again with their first-class service," says Katharina Steiner. She examined AXA's new pension model as well as other offers, evaluating their advantages and disadvantages with her team. "We then made an appointment for a consultation." She is convinced by the competence of her AXA advisor, and this conviction was underlined when he informed her about the reasons for the change and the semi-autonomous solution. Katharina Steiner's employees were also present when it came to validating the pre-determined advantages on the basis of the statements of the advisor. "It was important to me," she explains. "We act as a team and communicate results openly." Katharina Steiner meets her corporate responsibility with regard to occupational benefits insurance, just as she does in all her business affairs At the end of the day, it affects the future of each and every member of her team.
"In the end it was clear to us all that we would switch to the semi-autonomous pension model. We were convinced by the better possibilities for realizing earnings on the retirement assets and the resulting higher benefits in old age. And the risk premiums are also lower," explains Katharina Steiner. The fact that she stayed with AXA on switching to the semi-autonomous pension solution and didn't move to another provider is the result of her business principles. For Katharina Steiner and her team, it is clear that AXA offers a high level of security – a particularly important point when it comes to pension assets. Retirement assets - A matter of trust One element of trust is that the security and earnings opportunities are in balance. She sees this is true for AXA's semi-autonomous solution.
We are pleased to be able to count on the continued custom of Katharina Steiner and her fiduciary company.