Gesetz über künftige Renten (WTP)

Indem wir einen klaren und umfassenden Überblick über den aktuellen Stand Ihres WTP-Projekts geben, helfen wir Ihnen, verbesserungswürdige Bereiche zu identifizieren. So stellen wir sicher, dass Sie und Ihre Kettenpartner die richtigen Schritte für eine erfolgreiche WTP-Implementierung unternehmen. Auf der Grundlage unseres Fachwissens und unserer Erfahrung aus früheren Projekten analysieren wir Verbesserungsmöglichkeiten und entwickeln einen konkreten Aktionsplan mit klaren, schrittweisen Empfehlungen. Wenn Sie es wünschen, übernehmen wir auch die Umsetzung (von Teilen) dieses Plans und sorgen für einen reibungslosen und effizienten Ablauf.

Mit unserer zentralisierten, benutzerfreundlichen Checkliste können Sie mühelos durch die notwendigen Maßnahmen für WTP compliance navigieren und so Ihre Fortschritte leicht verfolgen. Unsere Software Ruler bietet ein spezielles Modul, das einen schnellen Einblick in die compliance Aktivitäten Ihres WTP-Programms ermöglicht. Dieses Tool liefert nicht nur klare Einblicke, sondern fungiert auch als leistungsstarkes Managementinstrument, das die Überwachung und Nachverfolgung der erforderlichen Maßnahmen vereinfacht. Sie können Aufgaben direkt an Teammitglieder oder Kettenpartner zuweisen und so sicherstellen, dass die Compliance-Einhaltung reibungslos und effizient verwaltet wird.

By specializing in managing complex change programs within the financial sector, we ensure that your organization successfully navigates transitions. Our experienced program and project managers excel in leading large, multi-year, multidisciplinary, and knowledge-intensive projects. With change management as a core aspect of our approach, we empower your employees to thrive in the new environment post-transition.

We also offer specialized support tailored to your project needs, including program and project managers, PMOs, business analysts, and test managers. By covering all essential project roles, we take full responsibility for delivery and facilitate seamless collaboration both within your organization and with supply chain partners.

Our primary focus is to establish and maintain complete control over your WTP implementation. This includes implementing rigorous governance, maintaining a thorough audit trail, and ensuring comprehensive documentation, all of which contribute to a successful and efficient transition.

Pensionsfonds, Versicherer und Premium-Pensionseinrichtungen, die ihr System an den WTP anpassen, müssen der AFM einen Kommunikationsplan vorlegen. Wir helfen bei der Ausarbeitung des Kommunikationsplans und/oder des Umsetzungsplans oder überprüfen diese Dokumente vor der Einreichung bei der Aufsichtsbehörde.

To ensure that your employees are fully prepared for the new WTP implementation, we manage and oversee the entire process from start to finish. This includes drafting detailed requirements, defining test scenarios, setting up quality controls, and conducting (automated) tests of the new solution. By working closely with your operational teams, we ensure that their insights and experiences are integrated into the implementation process.

As we progress, we continuously evaluate the efficiency of your existing processes and systems. When we identify areas for improvement, we develop targeted solutions to optimize workflows and enhance speed. Our findings and progress are presented through interactive dashboards, offering you clear insights into the implementation status.

We begin our approach with a thorough analysis of your current situation, which we then compare with your desired outcomes. This enables us to establish precise requirements that guide our work. From there, we focus on detailed design and necessary adaptations of your processes and systems.

Whenever possible, we implement process improvements directly within your operations, collaborating with your employees to ensure the changes are practical and effective. We also define relevant test scenarios and establish the quality checks necessary for a successful rollout.

Finally, we conduct the actual (automated) testing with a strong emphasis on user acceptance and IT integration, including performance and security. This comprehensive approach not only prepares your employees for the upcoming changes but also lays a solid foundation for a successful WTP implementation.

Our aim is to strategically improve data quality, facilitating inward migration while supporting pension funds in their transition to new administration systems.

To accomplish this, we start with a thorough assessment of data quality to identify any underlying issues. For inward migration, we utilize the Pension Federation’s six-step plan, which provides a structured framework to ensure data integrity. For system migrations, we apply the Data Quality Life Cycle model, enabling us to systematically address data quality challenges throughout the migration process.

We then outline specific improvement actions and rigorously test their effectiveness, focusing on both immediate migration needs and the long-term efficiency of the new administration systems. Collaboration is vital; we carry out these improvement activities in close partnership with your employees to ensure a seamless integration of new practices.

Our approach is designed not only to achieve immediate outcomes but also to foster continuous improvement in data quality even after the WTP transitions are complete. A crucial component of this strategy is the establishment of a robust control model within your IT landscape, which facilitates ongoing monitoring of progress and ensures that data quality enhancements are sustained over time. Through this comprehensive strategy, we aim to provide your organization with the necessary tools and insights to maintain high data quality standards throughout the migration process and beyond.

Improving employees’ understanding of the WTP enables them to grasp and adapt to the changes in their daily tasks effectively.

To accomplish this, a customizable white-label WTP training program is provided, catering to both beginner and advanced learners. This program can be tailored to fit specific needs, allowing for scalability, selection of relevant topics, and the incorporation of client-specific content.

Training is delivered via the Ministry of Compliance learning platform, which integrates seamlessly into existing training environments. This integration enhances the learning experience and enables effective monitoring of participants’ progress. Detailed reports through dashboards allow for tracking engagement and learning outcomes.

In addition, interactive masterclasses focusing on specific WTP topics are offered, designed for smaller groups. These sessions encourage in-depth discussions and provide targeted insights, ensuring employees are well-prepared to manage the changes brought about by the WTP. Through this comprehensive training approach, the workforce is empowered with the knowledge and skills needed to succeed in their roles within the evolving landscape.