The online bank is testing a service called Mobilit Epargne Retraite to facilitate the transfer of its customers’ retirement savings contracts to Matla, Boursorama’s PER. This new feature will be available to everyone from May 23.
Consolidating all retirement savings contracts into a single product is one of the promises made when the retirement savings plan (PER) was set up three years ago. It is in this context that Boursorama is currently testing a new service called Mobility Savings Retirement which will officially launch on May 23. Its objective: to facilitate for its clients the transfer of their retirement savings contracts (PERP, Madelin, Perco, article 83) to the individual PER (PERin) of Boursorama Matla.
Through a course simplified and digitized, they will be able to make their request and follow the procedures until the funds are transferred. Our objective is to streamline this first step over which we have control and allow the customer to follow his request, explains Xavier Prin, marketing director of Boursorama.
The online bank specifies that the transfer time is about 3 months. But it all depends on the responsiveness of the establishment managing the old contract, she says. Indeed, a survey published on Thursday by MoneyVox reveals that the time to transfer his retirement savings in order to collect everything in a PER within a single establishment is very variable. At best, it takes a few weeks, sometimes even more than a year.
EXCLUSIVE. PER: up to 1 year to transfer all your retirement savings!
Retirement Savings Mobility: how does it work?
On the online banking site, simply click on the Mobilit Epargne Retraite button and then transfer your contracts. From here, the saver can compare your contract with the Matla offer and thus ensure that he will win. PERP, Madeline, Prefon, Corem, Perco Where Section 83… All these contracts are eligible the transfer to the PERin of Boursorama. If you haven’t yet subscribed to Matla, don’t panic: you will be redirected to the dedicated subscription page. The saver can then resume the transfer process.
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After having validated his contact details, chosen the type of contract he wishes to transfer, filled in the information of the current manager and attached the necessary supporting documents, the customer can view all transfer steps until the funds arrive on the new retirement savings contract.
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