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Pension planning

Save a lot of money with timely pension planning

Planning your pension early saves money and avoids surprises. We create your pension solution (risk protection, retirement provision and income optimization).

We recommend that you plan your retirement at the age of 50-55.

In your pension plan, we show you what benefits you can expect after retirement. With a pension plan, we show you whether a pension or lump-sum withdrawal is more advantageous for you or even whether early retirement is financially viable.

Our specialist pensions team will be happy to answer your questions and develop a pension solution tailored to your needs. Your personal goals and wishes are just as important as risk protection, retirement provision and income optimization.

This depends on the time required by our specialist. We will be happy to provide you with our cost estimate for the preparation of your pension plan as soon as we know the scope and your wishes and objectives.

Planning for activities in the third stage of life (family, hobbies, voluntary work) should also begin from the age of 50 to 55.

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