Rates*

 

Fixed Fee

We are transparent about our fee. And why there is a very good ratio between the added value for our clients and our fee. That is why we work on fixed fee bases. And why we agree on the amount beforehand. Extensive aftercare is included as service.

 

In General

Hourly rate pension advice €185,-
Corporate hourly rate pension advice by Consultant €195,-
Corporate hourly rate pension advice by Senior Consultant €225,-
In case of urgency a surcharge of 10%-25% will be discussed.  
 

Piller 1: State Pensions

Advice optimization Social Security Coverage €185,-
Likewise including implementation €235,-
 

Piller 2: Corporate Pensions

Advice on transfer of pension capital €185,-
Likewise including implementation €235,-
Meeting, advice and memorandum on pension optimization €475,-
Likewise including implementation €550,-
Product Search/Analyses/Implementation of the best DB Pension Terms €635,-
Total project New Pension Plan including meeting, product selection, by law required at least three quotes, memorandum and implementation €1.975,-
Total service for UK person with requested optimal Dutch corporate pension pay-out  
Fee for first claim €1.175,-
Additional fee for each additional claim €750,-
 

Piller 3: Private Pensions

Private annuity: Tax calculation 'Jaarruimte' €55,-
Private annuity: Tax calculation 'Reserveringsruimte' €135,-
Private annuity: Product selection, advice, memorandum and implementation €425,-
Private additional next of kin coverage: Product selection, advice, memorandum and implementation €525,-
 

Dutch Pensions Summary

8 page English summary of Dutch State/Private/Corporate Pensions including international tax aspects €945,-
 

Investment Services

Personal Risk Profile and Portfolio screening plus Recommendations and Summarizing Memorandum €325,-
Complete Investment Memorandum: Personalized legal, tax, risk and investment profile and options including assistence with implementation €675,-
Complete Investment Memorandum: Personalized legal, tax, risk and investment profile and options including extensive service during new funds selection €945,-
Annual portfolio call with client who prefers more guidance including summarizing mail €125,-
 

Tax Objection Procedure

Start and handling of objection procedure at Dutch Tax Authority €740,-
 

National Projects

In general we look into the related Pillar 1-3 aspects.  
Which results in adding up the figures as described above.  
Total optimization requires in general at least 6 hours €1.100,-
Once we have received all documents, we will give the exact quote.  
In case of complexity or urgency, a surcharge of 10%-25% will be discussed.  
 

International Projects

In general we look into the related Pillar 1-3 aspects per country.  
Which results in adding up the figures as described above per country.  
Total optimization requires in general at least 10 hours €1.850,-
Total optimization for more complex cases requires in general at least 20 hours €3.700,-
Total optimization for complex cases requires in general at least 30 hours €5.550,-
Once we have received all documents, we will give the exact quote.  
In case of complexity or urgency, a surcharge of 10%-25% will be discussed.  
 

Company Training

The rate for a two hour training is € 375,- per participant with a minimum of € 2.625,-.  
Which is all inclusive except for 21% VAT and international travel costs.  

 

*
First meeting is free of charge
Excluding VAT, 10% office costs and transportation costs of € 0,50 per km
No VAT regarding advice on pension products