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Save Today. Relax Tomorrow.

Save Today. Relax Tomorrow.

We’ll analyze your financial situation to ensure the best-possible provision for retirement. Then, we’ll show you different ways to make sure you can maintain your standard of living when you retire.

Analyze and optimize your financial future in just a few clicks

Analyze and optimize your financial future in just a few clicks 

  • How long will your assets last?
  • To what extent will retirement age affect your pension situation?
  • Get recommendations in order to close any pension gaps.


Anchor: tax-benefits

Your Stage of Life. Our Pension Strategy

Anchor: maximum-sum

Reduce Your Tax Bill with a Private Pension

If you earn income that is subject to AHV contributions, you can deduct all pillar 3a contributions up to a certain limit from your taxable income.

Maximum deduction:

6 883


Employed with 2nd pillar

34 416


Employed without 2nd pillar (20% of net income from gainful employment, up to a maximum of CHF 34,416)

Anchor: save-on-taxes


Anchor: save-on-taxes

Multiple accounts


  • Maintain multiple 3rd pillar accounts

Select Your Pension Product

Vested benefits – 2nd pillar

Your pension fund assets will be well protected in our vested benefits account – 2nd pillar or safekeeping account – 2nd pillar if you take a sabbatical or leave the workforce entirely.

Private pension – 3rd pillar

A private pension opens up countless options when you retire.

Building Provisions in the 3rd Pillar

Switzerland has a three-pillar pension system. The 3rd pillar consists of private retirement plans that people take out for themselves. They are tax-sheltered, bridge pension shortfalls and compensate for the lack of occupational pensions for the self-employed.

1st pillar: state pension

2nd pillar: employee benefits insurance

3rd pillar: private pension

Your Life May Change. Start Saving Now

You can’t plan your life completely. But you can prepare for most things. We’ll work with you to find the pension solution that best suits your needs.

Anchor: retirement-planning

3 Steps for Retirement Planning

We analyze your situation, develop a strategy with you and then prepare your ideal retirement plan.



Your personal advisor analyzes your personal and financial situation with you. His or her goal is to align your pension strategy with your dreams, preferences and plans for the future.


Strategy development

Your personal advisor consults additional experts as needed and then develops a detailed pension strategy tailored to your unique needs.


Your personal retirement plan

Your personal advisor presents his or her proposed solutions to you and makes sure that they still meet your expectations.

Our Advice. Your Overview

Our Advice. Your Overview

Start planning your financial future today. In our financial consultation, we’ll analyze your personal situation using state-of-the-art financial tools and develop a custom solution together with you.

Learn more