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Base Area Value

Monthly gross salary
Typically 4% (max tax-free allowance) or 8% (max fiscal exemption)
Minimum required 15% (Compulsory employer subsidy from 2022)
Time accumulation horizon

Summary of BAV

Monthly Total Contribution
760,00 EUR
Tuo + AG: 160,00 + 600,00
Capitale stimato dopo 25 anni
390.738,46 EUR
Estimated Return 4% per annum.
Estimated Monthly Income
2.367,80 EUR/Monat
Per 20 anni di pensione

Annual Tax Savings

Annual salary conversion1.920,00 EUR
Tax Savings on Income (42%)- 806,40 EUR
Social contribution savings (19.5%)- 374,40 EUR
Net effective cost739,20 EUR/anno

Come utilizzare Calcolatore Betriebsrente (bAV) 2026

Insert monthly gross income

Base for calculating salary conversion percentage (salary to complementary pension).

Set your own percentage (bAV)

You can pay up to 4% of the contribution ceiling limit (up to €2,328 per year in 2026) with tax and pension exemptions, up to 8% with only tax exemption.

Insert employer contribution

From 2022 all employers must pay at least a 15% mandatory contribution on new BAV contracts.

Insert years of retirement

How many years until retirement? The longer the time horizon, the more compound interest enhances accumulated capital.

Suggerimenti

  • 15% of mandatory employer subsidy since 2022, minimum only. Many companies offer 20-25%. Negotiate in the contract.
  • The business use of your BAV cannot be transferred automatically when changing companies. Check transfer conditions before signing.
  • Annual return of 4% is conservative. Historically diversified pension funds have delivered 5-7% long-term returns.
  • Life insurance is included: ensures a pension for beneficiaries upon death.

Domande frequenti

What is the Company Pension Scheme (bAV)?

Company Pension Plan - German Style. Employee gives up part of gross salary (Entgeltumwandlung) invested into a pension scheme. Benefits: No taxes, no pension contributions during accumulation phase.

What is the exempt contribution limit?

In 2026: 4% of the contribution ceiling limit (66,150 EUR) = 2,646 EUR/year exempted and exempted contributions. An additional 4% (2,646 EUR/year) would only be exempted. Total maximum subsidized amount: 5,292 EUR/year.

What forms of contract are available for BAV?

Direct Insurance (direct insurance), Pension Fund, Pension Plan, Support Fund, Direct Contribution. Direct Insurance is the most common form of PMI.

Is the BAV pension taxed?

Yes, the BAV is taxed at payment (exemption principle "EET": Exempt-Exempt-Taxable), but the retirement allowance is usually lower than during active working life.