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Can I make transfers between my savings plans?

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No , you cannot make a savings transfer between your PEI/PEE and your Collective PER and/or Mandatory PER. It is only possible to make transfers from old savings plans opened in your previous companies to your new savings plans. Transfers can be made under certain conditions :

  • From an old PEI/PEE to a new PEI/PEE (if you have changed companies)

  • From an old Retirement Savings Plan (Collective PER, Mandatory PER, Individual PER, Article 83, PERP, Madelin, PERCO...) to a new Retirement Savings Plan (Collective PER, Obligatory PER, Individual PER). For example, you can transfer an old “Article 83” to a Collective PER, or an old PERCO to a Collective PER.