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Financial Planning and Pension Provision

Guide

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Bespoke retirement: Switzerland's four retirement models

14.09.2020

  • Bespoke retirement: Switzerland's four retirement models
    14.09.2020
  • Pillar 3a: Women with children and women without children save differently for their retirement
    10.05.2019
  • Normal retirement: How to take your retirement
    Taking normal retirement. What you need to do.
    06.02.2020
  • Seven proposals for dealing with falling pensions
    Pensions are falling: seven suggestions for your private pension provision
    28.10.2019
Go To Bespoke retirement: Switzerland's four retirement models Go To Pillar 3a: Women with children and women without children save differently for their retirement Go To Taking normal retirement. What you need to do. Go To Pensions are falling: seven suggestions for your private pension provision

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Pension provision

  • Maximum Pillar 3a amount in 2021
    Maximum Pillar 3a amount in 2021
    07.12.2020
  • Retirement planning for young people: How best to save when young
    Early pension planning? Sure thing! The best tips for young adults.
    03.11.2020
  • Wave of retirements among baby boomers: What it means for the Swiss pension system
    The wave of baby boomer retirements is gathering momentum. What does that mean for younger generations?
    06.10.2020
  • Retirement planning: Planning for retirement early
    Retirement planning for every stage of life.
    23.09.2020
  • Leaving Switzerland: The rules that apply to old age and survivors' insurance, pension funds, and tied pension provision
    Leaving Switzerland. What happens to old age and survivors' insurance, pension funds, and tied pension provision.
    18.09.2020
  • Identifying AHV contribution gaps
    AHV Contribution Gaps – Everything You Need to Know
    14.09.2020
  • Purchasing pension benefits: a discussion with financial planner Manuela Meier-Gloor
    Purchasing pension benefits: fill gaps and save taxes
    14.09.2020
  • Voluntary pension provision buy into pension fund or pillar 3a
    Voluntary pension contributions: Should you pay into the second pillar or Pillar 3a? 
    14.08.2020
  • Employee benefits insurance in the case of multiple jobs. What you need to know.
    Multiple jobs: What you need to know about your pension fund 
    14.08.2020
  • 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
    12.08.2020
  • 3rd pillar, financial planning for retirement, pension provision in Switzerland, 2018 maximum amount
    What You Need to Know About the 3rd Pillar 
    12.08.2020
  • Learn more on the topic of Pension provision
    Find all the articles here

Retirement

  • 2020 retirement provision study by Credit Suisse – early retirement prospects and trends
    Retirement provision study: Who will be able to afford to retire early in the future?
    22.09.2020
  • Early retirement: Planning for early retirement
    Early retirement: Can I afford to retire early? 
    15.09.2020
  • Bespoke retirement: Switzerland's four retirement models
    14.09.2020
  • The maximum AHV pension for married couples is 150% of the maximum pension for individuals.
    Maximum AHV pension: That's what counts
    12.08.2020
  • 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
  • Partial retirement: Key facts on staggered retirement
    Leave the world of work step-by-step with partial 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
  • BVG conversion rate: How the conversion rate determines the BVG pension
    What is the conversion rate?
    19.06.2020
  • "I'll take early retirement when I'm 75."
    30.04.2020
  • Deferred retirement: postpone your BVG and AHV pension
    Deferred retirement. Why it pays off.
    28.02.2020
  • Normal retirement: How to take your retirement
    Taking normal retirement. What you need to do.
    06.02.2020
  • Learn more on the topic of Retirement
    Find all the articles here

Inheritance

  • 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
    06.11.2020
  • Inheritance and the compulsory portion: An explanation of succession law in Switzerland
    The compulsory portion under Swiss succession law
    14.08.2020
  • An advancement, a gift, or a loan? What you need to know.
    24.06.2020
  • No sample will
    Why You Should Never Use a Sample Will
    22.04.2020
  • Inheritances for single people
    Inheritances without Heirs: What Single People Need to Know
    22.04.2020
  • Last will – 12 tips
    How to Write a Will. The 12 Most Important Tips.
    24.10.2017
  • inheritance of real estate how to successfully finance an inheritance
    Sample Calculation: Inheriting a Property
    09.05.2017
  • Terms Inheritance
    Eight Terms That You Should Know to Do with Inheritance
    21.03.2017
  • Inheritance Planning – Better Not Wait until Later
    14.03.2017
  • 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
  • Testament and Disposal of Estate.
    What Must Everyone Consider in Their Estate Planning?
    29.12.2016
  • Learn more on the topic of Inheritance
    Find all the articles here

Peace of mind for you and your family

  • 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."
    22.04.2020
  • 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
  • adult-protection-law-advance-directive-and-living-will
    Protecting your own interests. The adult protection law promotes autonomy.
    17.04.2019
  • Widow's Pension if I Remarry
    Do I Lose My Entitlement to a Widow's Pension if I Remarry?
    28.03.2017
  • conservatorship and investment what a conservator needs to know
    Investments for Protected Persons: What a Conservator Needs to Know
    20.12.2016
  • Advance Directive for Entrepreneur
    Advance Directive for Entrepreneur
    12.12.2016
  • Helping children purchase residential property
    What Is the Best Way to Help Children with the Purchase of Residential Property? 
    06.12.2016
  • Financial security
    Do Not Leave Your Family to Fate
    03.10.2016
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