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  1. "Pension or Lump Sum?" Video

    When it comes to retirement, almost every employee must decide whether to withdraw the saved pension fund assets as a pension or as a lump sum.

  2. Save tax with pillar 3a

    How Much Tax Can I Save with Pillar 3a?

    It's worth it – there are tax advantages with payments into pillar 3a. The free online calculator shows the tax savings for payments into pillar 3a.

  3. Key Information and Tips on Financial Planning

    Key Information and Tips on Financial Planning

    Our guide gives you a whole host of tips, information, as well as answers to key questions on all aspects of financial planning.

  4. Incapacity to Make Independent Decisions – Do the People Closest to You Know Your Plans?

    If somebody no longer has the capacity to make decisions due to an accident, serious illness, or infirmity related to old age, they become dependent on the help of third parties. With an advance directive, you can ensure that all of your affairs are in order in this case.

  5. Widow's Pension if I Remarry

    Do I Lose My Entitlement to a Widow's Pension if I Remarry?

    A widow's pension is paid to a wife or ex-wife of a deceased husband or ex-husband until she remarries. A change in marital status must always be reported to the compensation office. Otherwise, this could result in large repayments.

  6. Terms Inheritance

    Eight Terms That You Should Know to Do with Inheritance

    Swiss inheritance law covers all the different constellations and situations that can arise in inheritance cases. The topic is correspondingly complex. Anyone wanting to know about the subject in detail must be familiar with and understand some legal terminology. The most important terms are explained below. 

  7. Inheritance Planning – Better Not Wait until Later

    This video explains the statutory regulation of Swiss marital property and inheritance law simply and easily. And why a last will or inheritance contract can be important, and for couples, a marriage contract.

  8. Pension savings with tax benefits at AHV retirement age

    Can Pension Recipients Who Work Part-Time Make Pension Provisions with Tax Benefits?

    Men up to age 70 and women up to age 69 can pay into the pillar 3a fund with tax benefits if they work part-time or full-time after retirement age. The same is possible with the pension fund, depending on the rules and the amount of gross income from employment.

  9. Performance Report Pillar

    Annual Report 2016 - Pillar 3a

    How was the 2016 stock market year from the perspective of the Credit Suisse Privilegia Pillar 3 pension foundation and how should the results achieved be evaluated? In the Annual Report - 2016 Pillar 3a you will also find out what developments are forecast for the 2017 stock market year.

  10. Early retirement with partial retirement solutions from the pension fund

    Partial Retirement at 62: What Are the Important Things to Note?

    Partial retirement is possible, depending on the pension fund. It's important to choose the right time to draw your pension, plan each sub-stage, and consider the consequences under pension and tax laws.