Pension analysis

Why a pension analysis pays off - 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 unpleasant surprises.

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

Various details and documents are required for an analysis, such as IC statements, pension certificates, your living expenses budget and your most recent tax return. Depending on the phase of your life, you may need further information and documents, which we will be happy to provide you with.

Does a pension analysis need to be reviewed from time to time?

If your life circumstances change fundamentally (marriage, divorce, birth of child(ren), change of job), your pension analysis should be updated.

Are you interested in our services?

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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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