Navigations

Access Key Navigation

  • Skip to main navigation
  • Start page
  • Skip to content
  • Contact page
  • Skip to search
Main navigation
Credit Suisse Home
  1. Home
  2. Products
    & Services
    1. Overview
    2. Private Clients
      1. Overview
      2. Online & Mobile Banking
        1. Overview
        2. Online Banking
        3. Mobile Banking
        4. Credit Suisse TWINT
        5. Further Offers
        6. Security
        7. FAQs
        8. Contacts
      3. Accounts and Cards
        1. Overview
        2. Bonviva Banking Packages
        3. Viva Kids Banking Package
        4. Accounts
        5. Debit Cards
        6. Credit Cards
        7. Payment Transactions
        8. Additional Offers and Information
      4. Financial Planning and Pension Provision
        1. Overview
        2. Life Events
        3. Advice and Products
        4. Guide
        5. Pension Calculator
        6. Checklists, Publications, and Videos
        7. Contact
        8. All Services
      5. Financing a Property
        1. Overview
        2. Mortgages
        3. Mortgage Interest
        4. Mortgage Interest Development
        5. Mortgages Guide
        6. Mortgage Calculator and Checklists
        7. Contact
      6. Invest
        1. Overview
        2. Strategy
        3. Services
        4. Investment Solutions
        5. Invest Better
        6. Products
        7. Contact
      7. Personal Advice
        1. Overview
        2. Our Advisory Concept
        3. Savings Advice
        4. Financial Planning
        5. Mortgage Advice
        6. Investment Advice
        7. Advice for Entrepreneurs and Executives
        8. Calculate for Yourself
      8. Becoming a Client
        1. Overview
        2. Open an Account
        3. Welcome to Switzerland
    3. UHNWI and SFO
      1. Overview
      2. Global services
      3. Investment solutions
      4. Wealth planning
      5. Single family offices
      6. International relocation
      7. Structured lending and real estate finance
      8. Strategic advisory
      9. Philanthropy
      10. Contact us
      11. Expertise on forms of investment and wealth management
    4. External Asset Managers - Expertise for You and Your Clients
      1. Overview
      2. Your Contacts
      3. Current topics
    5. Corporates and Institutions
      1. Overview
      2. Corporate Clients
        1. Overview
        2. Starting your business
        3. Managing your business
        4. Exiting your business
        5. Our products
      3. Institutional Investors
        1. Overview
        2. Strategic Investment Consulting
        3. Implementing the Investment Strategy
        4. Institutional Clients Conditions
        5. Global Custody Solutions
        6. Investor Services
        7. Credit Suisse Investment Foundations
        8. Investment Analytics
        9. Depositary Bank
        10. Private swift Network
      4. Public Sector Entities
        1. Overview
        2. Financing
        3. Hedging Interest Rate Risks
      5. Commodity Traders
      6. Financial Institutions
        1. Overview
        2. Services & Products
        3. Our Strategy
        4. Current topics
    6. Investment Banking
      1. Overview
      2. Global Markets
        1. Overview
        2. Credit
        3. Equities
        4. International Trading Solutions
        5. Client and Content
      3. Investment Bank
        1. Overview
        2. Mergers & Acquisitions
        3. Capital Markets Solutions
        4. Corporate Clients
        5. Industry Expertise
        6. Financial Sponsors
        7. UHNW
        8. Corporate Insights
        9. Emerging Markets
        10. CAPCO Notice
        11. Client Valuations Disclaimers
      4. Research
        1. Overview
        2. Tools and Analytics
      5. Financial and Regulatory
        1. Overview
        2. Customer Notices
        3. Credit Suisse (USA), Inc.
        4. Credit Suisse International
        5. Credit Suisse Securities (Europe) Limited
        6. Credit Suisse Securities (USA) LLC
        7. Credit Suisse (International) Holding AG
        8. Credit Suisse Mexico
        9. Credit Suisse Turkey
        10. Subsidiaries Pillar 3
        11. Country by Country Reporting
        12. Credit Suisse AG Milan Branch
        13. Credit Suisse Bank (Europe) Italian Branch
        14. Credit Suisse Bank (Europe) Italian Branch
        15. Credit Suisse AG London Branch
        16. Investment Banking Disclosures
        17. MiFID II Best Execution Reports
      6. Regions
        1. Overview
        2. EMEA
        3. Americas
        4. Asia Pacific
        5. Switzerland
    7. Asset Management
  3. About us
    1. Overview
    2. Our company
    3. Media & news
    4. Investor relations
    5. Reports & research
    6. Events
    7. Articles & stories
    8. Contacts & services
  4. Careers
    1. Overview
    2. Culture
    3. Locations
    4. Teams
    5. School leavers
    6. Students
    7. Join us
  5. Asset Management
    1. Overview
    2. Insights
      1. Overview
      2. Articles
      3. Sustainable Investing
      4. Thematic Equity Investing
      5. Publications
      6. Newsletter subscription
      7. Video library
    3. Investment solutions
      1. Overview
      2. Balanced Solutions
      3. Equities
      4. Fixed Income
      5. Index Solutions
      6. Real Estate
      7. Alternative Solutions
    4. About Asset Management
      1. Overview
      2. Contact
      3. News
      4. Awards
      5. Investor information
      6. Notice to investors
  6. Sustainability
  7. Diversity & inclusion
Client Login
  • Private Clients
  • Online Banking for Private Clients
  • Rewards Shop
  • my Solutions 
  • Corporates & Institutions and External Asset Managers
  • Online Banking for Corporates
  • Online Banking for Institutional Clients
  • Direct Trade Finance
  • my Solutions 
  • eamXchange
  • Securities Expert
  • fiXchange
  • Portfolio Radar
  • Investment Banking
  • Platforms & Applications
Close Login Selector

Choose your country

Global

  • International

Europe, Middle East and Africa

  • Austria
  • Bahrain
  • Belgium
  • Czech Republic
  • Egypt
  • Finland
  • France
  • Germany
  • Gibraltar
  • Greece
  • Guernsey
  • Hungary
  • Iceland
  • Ireland
  • Israel
  • Italy
  • Lebanon
  • Liechtenstein
  • Luxembourg
  • Netherlands
  • Norway
  • Poland
  • Portugal
  • Qatar
  • Russia
  • Saudi Arabia
  • South Africa
  • Spain
  • Sweden
  • Switzerland
  • Turkey
  • United Kingdom
  • United Arab Emirates

Asia-Pacific

  • Australia
  • Greater China Region
  • India
  • Indonesia
  • Japan
  • Malaysia
  • Philippines
  • Singapore
  • South Korea
  • Thailand

Americas

  • Bahamas
  • Brazil
  • Canada
  • Cayman Islands
  • Chile
  • Colombia
  • Mexico
  • Peru
  • USA
  • Venezuela
Close Country Selector

Client Login

Private Clients

  • Online Banking for Private Clients
  • Rewards Shop
  • my Solutions 

Corporates & Institutions and External Asset Managers

  • Online Banking for Corporates
  • Online Banking for Institutional Clients
  • Direct Trade Finance
  • my Solutions 
  • eamXchange
  • Securities Expert
  • fiXchange
  • Portfolio Radar

Investment Banking

  • Platforms & Applications
Show more Logins
Close Login Selector
Back to the home page Back to the home page

Country Selection

Switzerlandis the currently selected country site

Choose your language

  • EN English is the currently active language
  • DE
  • FR
  • IT
Client Login
Show/Hide Menu Show search
Clean input in search field
Main navigation
  1. Products
    & Services
    1. Private Clients
      1. Online & Mobile Banking
      2. Accounts and Cards
      3. Financial Planning and Pension Provision
      4. Financing a Property
      5. Invest
      6. Personal Advice
      7. Becoming a Client
    2. UHNWI and SFO
      1. Global services
      2. Investment solutions
      3. Wealth planning
      4. Single family offices
      5. International relocation
      6. Structured lending and real estate finance
      7. Strategic advisory
      8. Philanthropy
      9. Contact us
      10. Expertise on forms of investment and wealth management
    3. External Asset Managers - Expertise for You and Your Clients
      1. Your Contacts
      2. Current topics
    4. Corporates and Institutions
      1. Corporate Clients
      2. Institutional Investors
      3. Public Sector Entities
      4. Commodity Traders
      5. Financial Institutions
    5. Investment Banking
      1. Global Markets
      2. Investment Bank
      3. Research
      4. Financial and Regulatory
      5. Regions
    6. Asset Management
  2. About us
    1. Our company
    2. Media & news
    3. Investor relations
    4. Reports & research
    5. Events
    6. Articles & stories
    7. Contacts & services
  3. Careers
    1. Culture
    2. Locations
    3. Teams
    4. School leavers
    5. Students
    6. Join us
  4. Asset Management
    1. Insights
      1. Articles
      2. Sustainable Investing
      3. Thematic Equity Investing
      4. Publications
      5. Newsletter subscription
      6. Video library
    2. Investment solutions
      1. Balanced Solutions
      2. Equities
      3. Fixed Income
      4. Index Solutions
      5. Real Estate
      6. Alternative Solutions
    3. About Asset Management
      1. Contact
      2. News
      3. Awards
      4. Investor information
      5. Notice to investors
  5. Sustainability
  6. Diversity & inclusion

Financial Planning and Pension Provision

Guide

Show sub navigation
Everything you need to know about Pillar 3a. Simply explained.

01.01.2023

  • Everything you need to know about Pillar 3a. Simply explained.
    01.01.2023
  • Retirement provision in Switzerland: What's the situation with the pension system?
    Retirement provision in Switzerland. The essentials at a glance.
    01.01.2023
  • Pension planning interview with Désirée von Michaelis
    Reforms in the Swiss pension system are overdue.
    12.07.2022
  • Pension provision in a registered partnership
    Security for your life partner. What same-sex couples need to know.
    30.06.2022
Go To Everything you need to know about Pillar 3a. Simply explained. Go To Retirement provision in Switzerland. The essentials at a glance. Go To Reforms in the Swiss pension system are overdue. Go To Security for your life partner. What same-sex couples need to know.

Share Buttons

Close Share Print
Send as email Share on Facebook Tweet this page Share on LinnkedIn

Pension provision

  • Rocco Baldinger, Credit Suisse: Opening several Pillar 3a accounts can have tax benefits.
    Open several Pillar 3a accounts and possibly save taxes as a result
    02.01.2023
  • Retirement planning for young people: How best to save when young
    Early pension planning? Sure thing! The best tips for young adults.
    02.01.2023
  • Pillar 3a: Start early and consistently make deposits
    Paying into Pillar 3a is worthwhile. Even bit by bit.
    02.01.2023
  • Voluntary pension provision buy into pension fund or pillar 3a
    Voluntary pension contributions: Should you pay into the second pillar or Pillar 3a? 
    02.01.2023
  • Maximum contributions to tied pension provision for self-employed persons
    How Much Are Self-Employed Persons Allowed to Pay into Tied Pension Provision If They Set Up Their Own Business during the Course of a Year?
    01.01.2023
  • Understand your pension fund statement, pension certificate
    How to understand your pension fund statement
    01.01.2023
  • Maximum Pillar 3a amount in 2023
    Maximum Pillar 3a amount in 2023
    01.01.2023
  • Old Age and Survivors' Insurance (AHV) contributions: employers, employees, self-employed people
    AHV contributions from gainfully employed persons: Contribution rates and payment obligation.
    01.01.2023
  • Identifying AHV contribution gaps
    AHV Contribution Gaps – Everything You Need to Know
    01.01.2023
  • AHV contributions for unemployed persons
    AHV contributions: How much do unemployed persons pay?
    01.01.2023
  • Pillar 3a: The long and the short of it.
    Everything you need to know about Pillar 3a. Simply explained.
    01.01.2023
  • Learn more on the topic of Pension provision
    Find all the articles here

Retirement

  • The maximum AHV pension for married couples is 150% of the maximum pension for individuals.
    Maximum AHV pension: That's what counts
    02.01.2023
  • BVG conversion rate: How the conversion rate determines the BVG pension
    What is the conversion rate?
    02.01.2023
  • Normal retirement: How to take your retirement
    Taking normal retirement. What you need to do.
    01.01.2023
  • Deferred retirement: postpone your BVG and AHV pension
    Deferred retirement. Why it pays off.
    01.01.2023
  • Bespoke retirement: Switzerland's four retirement models
    01.01.2023
  • Partial retirement: Key facts on staggered retirement
    Leave the world of work step-by-step with partial retirement. 
    01.01.2023
  • AHV 21: These are the most important changes
    AHV 21 reform: The main changes as of January 1, 2024
    26.09.2022
  • Switzerland's 3-pillar model
    Pension savings in Switzerland. The three-pillar principle explained in simple terms.
    09.05.2022
  • Early retirement: Planning for early retirement
    Early retirement: Can I afford to retire early? 
    15.09.2020
  • Lump-sum payout tax: There are considerable differences between the cantons when it comes to taxes on lump-sum payouts.
    Lump-sum payout tax: Seven things you should know long before retirement
    24.07.2020
  • Payout of pension fund assets: Reasons for withdrawing pension fund assets early
    Payout of pension fund assets. When is early withdrawal possible and how can you request it?
    20.07.2020
  • Learn more on the topic of Retirement
    Find all the articles here

Inheritance

  • Revision of inheritance law: A new inheritance law for Switzerland
    Revision of inheritance law: More self-determination regarding your estate
    01.01.2023
  • Inheritance and the compulsory portion: An explanation of succession law in Switzerland
    The compulsory portion under Swiss succession law
    01.01.2023
  • Bequeathing for single people
    Bequeathing without heirs: What single people need to know
    01.01.2023
  • Testament and Disposal of Estate.
    Estate planning. Regulations and options.
    01.04.2022
  • The key points of creating your personal will
    Creating your personal will. The most important points.
    01.04.2022
  • Inheritance in Switzerland: Planning inheritance after relocating to Switzerland
    Relocating to Switzerland: What does it mean for inheritance?
    20.01.2022
  • Transferring home ownership. Pass on a property during your lifetime.
    Transferring home ownership to the children – what needs to be taken into account.
    08.12.2021
  • The right way to inherit. Preserving family value. 
    30.08.2021
  • An advancement, a gift, or a loan? What you need to know.
    24.06.2020
  • Pillar 3a legacy and beneficiaries in the event of death pursuant to the law of succession and devolution of an estate
    What Happens to the Third-Pillar Funds When the Possessor Dies?
    17.01.2017
  • Erbschaftssteuer und Schenkungssteuer
    Inheritance and Gift Taxes - 12 Things You Need to Know
    28.11.2016
  • Learn more on the topic of Inheritance
    Find all the articles here

Peace of mind for you and your family

  • Pension provision in a registered partnership
    Security for your life partner. What same-sex couples need to know.
    30.06.2022
  • Advance directives and living wills: Self-determination in every life situation
    Self-determination in every life situation. Thanks to advance directives and living wills.
    18.03.2022
  • Financial security in the event of disability or death
    Financial security for every family situation
    18.05.2021
  • Security for your spouse: What can your family depend on in an emergency?
    Financial stability when it matters most. Security for your children and spouse.
    18.05.2021
  • Pension Provision for Cohabiting Couples
    Providing financial protection for a cohabiting partner: Special rules apply in the case of cohabitation.
    18.05.2021
  • Disability: Disability pension offsets lost earnings
    What are singles entitled to in the event of disability?
    18.05.2021
  • Advance directive: Download a sample and draw it up by hand
    Use a sample to draw up an advance directive. Set out your own wishes.
    22.04.2020
  • Making a guardianship provision: thinking ahead for your children
    22.04.2020
  • Advance directive – the key terms
    Eight Terms Relating to Advance Directives That You Should Know
    22.04.2020
  • Self-Determination Instead of External Determination
    Self-Determination Instead of External Determination: The Advance Directive
    22.04.2020
  • Widow's Pension if I Remarry
    Do I Lose My Entitlement to a Widow's Pension if I Remarry?
    28.03.2017
  • Learn more on the topic of Peace of mind for you and your family
    Find all the articles here

Taxes

  • Change of domicile after retirement
    Moving house after retirement – things to consider
    07.07.2022
  • Company valuation: Calculating with the new capitalization rate
    Valuation of unlisted companies for tax purposes. Eight questions and answers.
    20.05.2022
  • Tipps zur Steuererklärung: einfach und effektiv Steuern sparen
    Save on taxes effectively. Use these tips to complete your tax return.
    08.03.2022
  • Expenditure-based tax: What you need to know as a foreign taxpayer
    Expenditure-based tax: What you need to know
    20.08.2021
  • Swiss taxes: The Swiss tax system explained for newcomers
    Taxes in Switzerland: What you should know about the Swiss tax system when moving here
    08.06.2021
  • Real estate holding: Properly holding real estate and optimizing taxes
    Holding real estate: Take advantage of optimization potential
    28.04.2021
  • Optimizing taxes by planning ahead
    Optimizing taxes. Reducing your tax burden with good planning.
    16.03.2021
  • Employee participation: Things to consider for taxation
    Employee participation as compensation: Here are the tax implications.
    16.03.2021
Footer area

You are here:

  1. Switzerland
  2. ...
  3. Financial Planning and Pension Provision
  4. Is active Guide

Change your country site SWITZERLANDis the currently selected country site

Language

  • EN is the currently active language
  • DE
  • FR
  • IT

Contact and Find us

  • Contact Us
  • Branches and ATMs
  • Escalation Process
  • Coworking & events

Product & Services

  • Private Clients
  • Family Offices and Ultra High Net Worth Individuals
  • External Asset Managers
  • Corporates and Institutions
  • Investment Banking
  • Asset Management

Careers

  • Our Business
  • Our People
  • Career Opportunities
  • At Work
  • Search & Apply

About us

  • Our company
  • Media & news
  • Investor relations
  • Reports & research
  • Events
  • Articles & stories
  • Contacts & services

Social Media Links

  • Twitter
  • Facebook
  • YouTube
  • LinkedIn
  • Flickr
  • Slideshare
Credit Suisse Logo, leads back to the home page

Copyright © 1997 - 2023 CREDIT SUISSE GROUP AG and/or its affiliates. All rights reserved.

Utility Links

  • Privacy Statement
  • Legal Documents and Notes
  • Accessibility
Back to top
Logo Credit Suisse revamp14.Back_x0020_to_x0020_the_x0020_home_x0020_page

You are about to change the origin country from where you are visiting Credit-suisse.com.

Visit your regional site for more relevant services, products and events.

Continue to the site you have selected

Remain on your origin country* site

*The country of origin is defined in your browser settings and may not be identical with your citizenship and/or your domicile.