Listing Page Articles Archive 2016

Articles Archive 2016

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  1. Early retirement: Planning for early retirement

    Early retirement: Can I afford to retire early? 

    Many people nurture the desire to retire early. However, the financial shortfall associated with early retirement needs to be clarified beforehand. Only if you plan ahead and are aware of your likely pension from the AHV and pension fund will you know whether early retirement is possible.  

  2. Self-Determination Instead of External Determination

    Self-Determination Instead of External Determination: The Advance Directive

    Since 2013, it has been possible for you to make advance arrangements to ensure that your financial and health requests are still fulfilled in the event of an accident or severe illness (such as COVID-19), if you are no longer able to do so yourself.

  3. Pension or lump sum: An important decision on retirement

    Drawing pension fund benefits as a pension or as a lump sum? That is the question.

    Pension fund assets are often the most significant assets that Swiss people have. Before retirement, people face the important choice of whether to draw their benefits as a pension or as a lump sum. What are the practical implications of a lump-sum withdrawal from the pension fund, and why is an individual solution always best?

  4. 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. 

  5. Retail Outlook 2017: Swiss Retail Sector in Upheaval

    Credit Suisse Study on Prospects for the Swiss Retail Sector

  6. Testament and Disposal of Estate.

    What Must Everyone Consider in Their Estate Planning?

    Estate planning is a matter that is factual and rational, whilst being emotional at the same time. Many factors play a role. It is worthwhile analyzing one’s own situation on a regular basis and being familiar with the legal provisions. 

  7. New option: "1e" pension plans
  8. conservatorship and investment what a conservator needs to know

    Investments for Protected Persons: What a Conservator Needs to Know

    The previous guardianship legislation was completely redrafted in 2013. At the same time, an ordinance entered into force that governs how the assets of protected persons may be invested. Roman Ziegler, a Credit Suisse expert, answers the question: What does the conservator of a protected person need to know?

  9. Frontier markets – the richly diverse path to yield

    Credit Suisse Research Institute launches “The Next Frontier” report and the Credit Suisse Frontier Markets group of 30 countries, accounting for USD 3.7 trillion of economic output