What is financial planning and which topics will be addressed? This video explains what Credit Suisse Financial Planning includes and which key questions the consultation will answer.
Switzerland's three-pillar pension system
The three-pillar pension principle in Switzerland is among the world's most progressive. This video explains simply and concisely how the three-pillar principle is structured and what has to be considered to guarantee the standard of living.
Saving with securities – 3rd pillar
How does Saving with securities – 3rd pillar work, and what's the difference from the Pension account – 3rd pillar? This video explains what saving with securities is and briefly outlines the benefits in a simple way.
Pension or lump sum?
Is the ideal withdrawal form for you a monthly pension or a single lump-sum payment? This short video explains in simple terms what you should pay attention to when making this decision, and what the key issues are.
The advance directive
What is an advance directive? What do I have to consider during preparation? This video explains these questions and shows you what you can stipulate in an advance directive – and what steps to take.
Do you dream of retiring early? This video tells you everything you need to know and provides a few tips on planning your early retirement.
Inheritance Planning: Marital Property Law and Inheritance Law in Brief
Would you like your assets to be passed on exactly according to your wishes? This video uses an example to explain the legal regulations and demonstrates why early estate planning is so important.