Pension analysis

Why a pension analysis is worthwhile - sooner rather than later

A pension analysis allows you to plan measures correctly and at an early stage to save a lot of money and avoid nasty surprises

Who can I contact for a pension analysis?

Our specialist pension team will be happy to prepare a pension analysis for your personal needs as well as your income and assets. We also take into account the aspects of your businesses life partner and any descendants.

What information do I need for a complete overview of my pension provision?

You will need various details and documents for an analysis. These include IC statements, pension certificates, the budget and the latest tax return. We will be happy to provide you with all other information and documents required, depending on the respective phase of life.

How often should a pension analysis be carried out?

A pension analysis should be adjusted if life circumstances have changed fundamentally (marriage, divorce, birth of child(ren), change of employer).

Are you interested in our services?

Find a contact person nearby!

Michèle Vogel

Senior Consultant Private and Occupational Provision, Financial Planning Advisory, Payroll and Personnel Administration

Swiss Certified Social Insurance Expert

News and events

view all posts

News

Check it out - BVG and KTG

Blog posts on the topic

view all posts