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  1. Securities-based savings: Secure long-term potential returns with Pillar 3a funds

    Securities-based savings: Pillar 3a funds provide the following benefits

    The private pension provision, known as the third pillar, supplements the government and employee benefits insurance. As an alternative to a pension account, securities-based savings are an attractive investment solution. Those who invest early in their pension provision improve the potential for larger returns by using Pillar 3a funds.

  2. Interview with Désirée von Michaelis, Head of Wealth Planning at Credit Suisse, about inheritance and retirement provision

    "Women tend to take care of inheritance issues while men are more likely to be in charge of retirement provision."

    Désirée von Michaelis deals with questions about inheritance and retirement provision on a daily basis – topics many people would prefer not to talk about. In an interview she explains why it's an advantage to look into these issues as early as possible.

  3. A revision to the law of succession: a new succession law for Switzerland

    A revision to the law of succession: increased self-determination regarding your estate

    The anticipated revision to the Swiss law of succession promises increased self-determination regarding your estate. The current law of succession came into force around 100 years ago and is no longer fit for purpose. We explore the legislative changes planned by the federal government.

  4. Making a guardianship provision: thinking ahead for your children

    If both parents of a minor child die, or the parent with sole custody dies, CAPA will choose a guardian. By drafting a guardianship provision, parents can make their wishes known for the worst-case scenario.

  5. Seven proposals for dealing with falling pensions

    Pensions are falling: seven suggestions for your private pension provision

    Low interest rates, increasing life expectancy, and falling conversion rates – future generations will have to expect lower pensions. Private pension provision is becoming more important. We have put together seven suggestions that will help you to live as worry-free as possible in your retirement.

  6. Maximum Pillar 3a amount in 2019

    Maximum Pillar 3a amount in 2020

    It is worthwhile to pay into Pillar 3a in order to save on taxes and prepare for retirement. The maximum amount for 2020 remains the same as in 2019.

  7. Suggestions for BVG reform: How they will affect our pensions

    According to the latest study by Credit Suisse, the pensions of the coming generations will be significantly lower than current pensions if nothing is done. Social partners are in the process of discussing possible reforms. This overview study assesses the reform proposals and calculates the monetary impact of the individual solutions.

  8. Second pillar: Falling pensions for future generations

    Pensions for future generations are falling sharply

    Lower returns and falling conversion rates – the current labor force can expect lower pensions. The latest study from Credit Suisse calculates how great the differences could actually be as well as who will have to face the heaviest losses.

  9. Credit Suisse pension fund study 2019: Pensions to fall sharply for future generations

    Credit Suisse publishes study on employee benefits insurance in Switzerland

  10. Planning your retirement with the compact planning tool for retirement

    Retirement planning. Start your retirement with financial security. 

    By planning your retirement early, you can save money and start your retirement securely with well thought-out budget planning. Our planning tool shows you at a glance how your financial needs change and what you need to consider when planning for the post-retirement period.