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Late Pension Claims Can Cost for Life as Court Curbs Clawbacks and Welfare Overhaul Advances

Filing in the intended start month is decisive, as it fixes tax exposure, health coverage status and allowances.

Overview

  • Retroactive pension payments cover only the benefit itself, while taxation, health insurance status and allowances are anchored to the formal start month, making timely applications essential.
  • Question 9.7.2 in the pension form lets applicants choose an earnings estimate for up to three months before retirement that can lock in the lifelong rate; a shift planned for 2027 would make estimation the default with upward correction if actual pay is higher.
  • A Schleswig-Holstein regional social court ruled the pension fund may recoup only what a claimant actually retained after reimbursements when a pension is retroactively raised, voiding an extra €2,804.81 demand in the test case.
  • Legislation to replace Bürgergeld with a new basic support from 1 July 2026 has begun its first reading, proposing a standard 30% cut for violations and a “three-times-plus-one” path for missed appointments that can suspend entitlement, pending parliamentary approval.
  • Coverage highlights frequent gaps in pension records and urges early account checks, and the pension insurer confirms that contributions paid while on early retirement are credited at regular age with a 0.5% monthly bonus on contributions after reaching that age.