Switzerland Financial Planning

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  1. 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.

  2. 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.

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

    Credit Suisse publishes study on employee benefits insurance in Switzerland

  4. 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. 

  5. Pension provision in Switzerland: BVG, Pillar 3a, etc. explained in brief

    Nine key terms related to pension provision. Explained briefly and concisely in videos.

    What the heck is... retirement provision? The pension system in Switzerland is based on three pillars: state, occupational, and private pensions. The key terms related to AHV, BVG, and Pillar 3a explained in nine brief videos.

  6. Switzerland's 3-pillar model

    Retirement provision in Switzerland. The three-pillar principle explained simply.

    Retirement provision in Switzerland is based on three pillars. Together, they form the solid basis for comprehensive old-age security. The three pillars also offer financial security in the event of death and disability. Watch the video to find out how the three-pillar principle is structured and how it works. 

  7. Gaetano Cardillo, trainer for client advisors, Credit Suisse, on pension gaps

    Closing Pension Gaps – almost everyone is affected

    How do pension gaps arise, and how can you close them? We put these questions to Gaetano Cardillo, trainer for client advisors at Credit Suisse. His advice: The "pension gap" problem should be tackled at a sufficiently early stage. 

  8. The future of retirement provision

    The future of retirement provision

    The Swiss retirement provision system will face several challenges in the coming years. Jan Schüpbach explains in the video what new solutions in the area of Pillar 3a savings could work for the majority.

  9. For a happy retirement. Handelszeitung: The Big Pillar 3a Securities Comparison

    Handelszeitung: Major Comparison of Pillar 3a Securities

    Credit Suisse has been rated as "good" in the Handelszeitung's major comparison of Pillar 3a securities. The CSA Mixta-BVG Basic investment group was one of the products to top the ratings. This is the fourth year in a row that Credit Suisse has come out on top.

  10. Splitting the AHV, pension fund, and Pillar 3a upon divorce

    What happens to your AHV (Old Age and Survivors' Insurance), pension fund, and Pillar 3a if you get divorced?

    In the event of a divorce, the same principle applies to AHV, pension fund and Pillar 3a assets, namely that entitlements and assets earned during the marriage are divided up. However, this is done differently from pillar to pillar.