💶 Costs

What's Inside Your PKV Premium: A Breakdown of Every Euro

Your monthly premium quietly splits into claims funding, old-age savings, a statutory surcharge and costs. Understanding the components explains almost everything about PKV.

One Payment, Several Jobs

The direct debit says one number, but your PKV premium is doing several jobs at once. Actuaries decompose it into distinct components — and once you see them, PKV's most puzzling behaviours (why premiums do not rise with age, why switching insurers late is costly, why young people pay "too much") explain themselves.

The core design: PKV premiums are calculated to stay level over your lifetime for a given benefit package. You overpay relative to your claims when young; the surplus is saved and earns interest so it can subsidise you when old.

The Components

ComponentWhat it funds
Risk premiumThe expected claims of your age/health cohort this year
Savings componentBuilds your ageing reserve (Alterungsrückstellung) — the pot that keeps premiums level as claims rise with age
Statutory 10% surchargeCharged from 22 to 60, ring-fenced to cushion premiums from 65 onwards
Safety loadingA legally required buffer against calculation deviations
Cost loadingsAdministration and acquisition costs

What the Split Explains

Why entry age dominates pricing

Join at 30 and forty years of savings components compound before retirement; join at 50 and the same reserve must be built in fifteen. The premium difference between entry ages is mostly this savings mathematics, not the extra health risk.

Why leaving your insurer late costs so much

Your ageing reserve stays largely with the insurer where it was built (for post-2009 contracts, a defined portion — the Übertragungswert — transfers). A 55-year-old switching externally restarts the level-premium calculation without most of the pot, which is why § 204 internal switches are almost always superior after mid-life.

Why premiums still rise despite the reserves

The level-premium promise holds for the calculated assumptions. Medical inflation, longer lives and interest-rate shifts move the assumptions, triggering recalculations. The reserve system absorbs the age effect; it cannot absorb healthcare becoming more expensive for everyone.

Where your interests and the insurer's costs meet

Cost loadings differ meaningfully between insurers — lean administrators and direct distributors spend less of your premium on overhead. The key figures are public; comparing them is ten minutes well spent.

The Bottom Line

A PKV premium is a lifetime financing plan in monthly instalments: today's claims, tomorrow's reserves, a statutory old-age cushion and the running of the machine. Read your annual notice with the components in mind, and the system stops feeling opaque — and starts being steerable.

Frequently Asked Questions

What are the components of a German PKV premium?
A risk premium covering your cohort's expected claims, a savings component building your ageing reserve, the statutory 10% surcharge (ages 22–60) that cushions premiums from 65, a legally required safety loading, and administration and acquisition cost loadings.
Why don't PKV premiums automatically rise as I get older?
Because the premium is calculated level-for-life: in young years you pay more than your claims cost and the surplus builds an interest-earning ageing reserve, which subsidises the higher claims of old age. Increases stem from medical inflation and assumption changes, not your birthdays.
Do I lose my ageing reserve when switching insurers?
Externally, largely yes — post-2009 contracts transfer only a defined portion (the Übertragungswert). Internal switches under § 204 preserve the full reserve, which is why they beat external switches for almost everyone beyond mid-life.

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