TCAICORE delivers document-led consultation for people dealing with multiple pension arrangements across Europe. We help you understand what you have, what you may be entitled to, and how to move forward with transfers or confirmations without guesswork. Every engagement is scoped in writing, and every output is designed to be shareable with providers or kept for your records.
What you receive
Outputs designed for clarity, not marketing claims
Written summary
A structured overview of the arrangements discussed, key dates, and open questions.
Document checklist
A practical list of what to request from providers and public institutions.
Next-step timeline
A recommended sequence for follow-ups, transfers, and confirmations.
Important
We focus on process clarity and documentation. Official confirmations and binding advice must come from the relevant authorities, providers, or licensed professionals.
Pension situations often involve multiple moving parts: public entitlements, workplace schemes, private plans, and country-specific rules about transfers and reporting. Our services are grouped into practical areas so you can start with the most relevant track and expand only if needed. We begin by organizing what you already have, then we identify gaps and the most efficient way to fill them. This reduces back-and-forth and helps you keep a reliable record of who said what and when.
To keep things user-friendly, we describe each service in plain language and outline typical inputs and outputs. If you contact us, we will confirm the scope in writing and explain what happens after submission: we review your message, respond with clarifying questions, and propose a document checklist. When you are comfortable proceeding, we prepare a structured summary and a next-step timeline that you can follow at your own pace.
We map your pension arrangements by type and country, summarizing what each document indicates and where confirmations should be requested. This is useful when you have multiple employment periods or providers.
Output includes a written overview, key dates list, and a focused set of questions to ask each provider.
Request this serviceWe explain typical transfer routes, who initiates each step, and what documents are commonly required. We help you set up a paper trail so progress is trackable across institutions.
Output includes a checklist, a timeline, and plain-language explanations of the steps to confirm with the providers involved.
Request this serviceWe help you interpret statements and organize key details such as provider contacts, contribution history, fees shown on documents, and benefit options. This is helpful when plans span years or countries.
Output includes a structured record you can keep updated and use when comparing plan features with providers.
Request this serviceWe outline common cross-border tax touchpoints and the questions that typically matter, such as residency, withholding, and reporting. We keep it plain language and non-prescriptive.
Output includes a question list and references to where you should confirm details with official sources or qualified advisers.
Request this serviceTo keep the process efficient, we start with the minimum information needed to understand your situation. You can share more details later once the scope is confirmed. When you reach out, include the countries involved, the types of pension arrangements you have, and your main question. If you have documents, you can describe what they are rather than sending sensitive data immediately.
After submission, we review your request and respond with a short set of clarifying questions and a tailored checklist. If you proceed, we organize the information into a written summary and a timeline for next steps. This approach helps you avoid repeating the same explanation to multiple providers and reduces the risk of missing key documents during a transfer or confirmation process.
Examples include: understanding what statements mean, identifying missing records, preparing for a transfer, or clarifying what to ask the public pension institution in each country.
Tell us whether you have annual statements, provider letters, employment dates, or transfer paperwork. We will explain which details are most useful and how to keep a consistent record.
We avoid collecting unnecessary data. If a later step requires sensitive identifiers, we will explain why and ask for explicit consent in the relevant channel.
You get a written summary and a practical action plan that you can use when contacting providers, applying for confirmations, or tracking transfer steps across countries.
Ready to describe your case?
Use the contact page to submit your request and we will respond with next steps.
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The information on this website is for informational and educational purposes only and does not constitute financial, legal, or investment advice. Pension rules, tax treatment, and transfer eligibility vary by country, provider, and individual circumstances. You should verify details with the relevant pension providers, public institutions, and qualified professionals before making decisions. Any examples are illustrative and not a promise of outcome.