Pension planning

Save a lot of money with timely pension planning

Plan your pension early to save money and avoid surprises. We create your pension solution (risk protection, retirement provision and income optimization).

Ideally, you should draw up a pension plan at the age of 50-55.

The pension plan shows what benefits can be expected at retirement age. The pension plan also shows whether a pension or lump-sum withdrawal is more advantageous or whether early retirement is financially viable.

The cost of preparing the pension plan is based on the time required. We will be happy to provide you with our cost estimate as soon as we know the scope and your pension planning requirements.

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Michèle Vogel
Senior Consultant Private and Occupational Provision, Financial Planning Advisory, Payroll and Personnel Administration
Swiss Certified Social Insurance Expert

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