Rente oder Kapital BVG

Draw a pension or BVG lump sum? What is your greatest benefit?

The decision between pension or BVG lump sum is final. You may benefit most from a mixed form. We will be happy to calculate your optimal solution.

What are the advantages of an annuity over a lump-sum withdrawal from the pension fund?

The decision depends on several factors. One thing is clear: it pays to plan your retirement early and carefully.

How long before retirement do I have to plan the payment of the 2nd pillar?

Planning should begin at least 5 years before retirement so that the money from the 2nd and 3rd pillars can be optimally staggered. As lump-sum payments are taxed differently in the cantons, it is worth consulting one of our tax experts.

Can I make my non-marital partner a beneficiary of a pension from the pension fund?

Many pension funds provide for a beneficiary status for the life partner. However, this must be clarified individually with the pension fund and the beneficiary must be notified in writing.

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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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