Vorsorgeanalyse

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. We also take into account your partner and any descendants.

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 your life.

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