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Eric AlliguiéEA

Eric Alliguié

Consultant Expert Retirement Employees and Self-Employed

€400/day
Lyon, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Eric

After a career of more than 20 years as a manager and production site director in multinational companies, I retrained as a Retirement consultant after training and certification.

Executives and employees have difficulty assessing the stakes and making appropriate choices following the numerous retirement reforms of recent decades.
Retirement is too often also synonymous with a sharp loss of income for executives, the self-employed, and freelancers.

However, there are solutions.
Build a retirement strategy according to your objectives.
Verify the accuracy of the information contained in the career statement (80% of files contain anomalies).
Assist with modifications to the pension funds.
Estimate the income level at retirement.
Propose optimization solutions.
Research the optimal retirement age and the financial impact of choosing to cease activity at different ages.
Study of the different possibilities for combining work and retirement, phased retirement, and their implications.
Interest or not in buying back quarters, estimate its cost.

Support and security for retirement liquidation.
  • French

    Native or bilingual

  • English

    Conversational

Remote only
Primarily works remotely

Experience

  • TNS Retraite
    Retirement Consultant
    CONSULTING AND AUDITS
    January 2022 - Today (4 years and 5 months)
    Lyon, France
    Retirement Audit for Self-Employed and Employees.
  • XEROX
    Site Director
    PUBLISHING
    May 2005 - July 2021 (16 years and 3 months)
    Bourges, France
    Management of an industrial production site for printouts.
    Financial management of the platform.
    Guarantor of client SLAs. Client relationship management (follow-up committees).
    Development of business with our clients.
    Back office reporting.
    HR management (individual interviews, training plan, HSCT).
    Rigor Professionalism Listening Optimization Team management Quality

Recommendations

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Former user and 2 other people have recommended Eric

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Education

  • Retirement Certificate
    Factorielles partner of Paris-Dauphine University.
    2021
    Comprendre comment fonctionnent les régimes de retraite de bases et complémentaires des salariés et des TNS • Identifier les pièges à éviter. • Saisir les opportunités méconnues des régimes obligatoires • Bâtir une stratégie facultative efficace - Comprendre la structuration du PER • Maitriser concrètement le fonctionnement du PER • Tirer parti des opportunités du PER • Proposer les bonnes solutions dans le respect du devoir de conseil - Identifier le potentiel client de l’étude Bilan Retraite • Organiser concrètement la production de l’étude • Savoir produire rapidement un diagnostic chiffré et argumenté • Valoriser le conseil en proposant des pistes d’optimisation - Liquidation retraite : Maîtriser toutes les étapes Etude de cas concrets avec des experts professionnels illustrant des problématiques de salariés, de dirigeants de PME, de professions libérales, etc.

Certifications

  • Retirement Certificate
    Factorielles partner of Paris-Dauphine University
    2021
  • Understand, choose your legal status and register
    CREACTIFS
    2022
    Business creation Legal status Registration

Skill set (15)

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