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Social Welfare
OUR ACTIVITIES //Social Welfare
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Social Welfare one of Optimind Winter's historical core businesses. Our consultants are mainly dedicated to the support of subscribers' group insurance contracts: companies, branches, pension funds, public services and group business.

Pierre-Alain Boscher // Department Manager - Social Welfare

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TRANSVERSAL OFFER /

Individual Pension Report

Optimind Winter

Our experts, specialised in retirement consultancy, provide you with their expertise and experience to anticipate your employees’ starting conditions for retirement.

Support from human resources departments and for your employees

  • Individual pension report
  • Pension book
  • Assistance in winding up pensions
  • Training and retirement e-learning

 
The individual pension report: the indispensable tool for preparing one’s retirement //

Optimind Winter offers support for the design and implementation of a retirement balance sheet (RBS) for employees, managers and executives and for assisting them in the liquidation of their pensions.

The individual retirement report is the tool for provisional management and pension optimisation and is essential for anticipating, preparing and managing retirement benefits. As a continuation of the individual pension report, we offer pensions to facilitate the retirement liquidation formalities of your employees by taking the necessary steps on behalf of the beneficiary.
 

Our process for conducting the Individual Pension Report //

Each operation is adapted to the needs of each company. For a complete study, our advisors meet the employees concerned, apprehend their concerns and expectations and support them in their operations by taking management expectations into account.

In addition, all individual information material documents are archived on the Internet in safe mode, and can be accessed at any time using a personalised access code.

Our consultants, who are retirement strategy specialists, bring their expertise to support the human resources departments and employees in this area. Being independent of insurance products suppliers, we guarantee that no sales approach is undertaken with employees.


More information on our mini site bilans-retraites.fr.