Plan for a carefree retirement

Retirement may still seem far away. But by optimizing your pension provisions now, you can save on taxes and ensure you can maintain your standard of living when you retire.

Early Re­tire­ment

You’re en­ter­tain­ing the thought of tak­ing early re­tire­ment. Then you should look closely at your pen­sion situ­ation ahead of time. By tak­ing ac­tion today, you can avoid the need to make com­prom­ises re­gard­ing your stand­ard of liv­ing after re­tire­ment. We’ll help you plan for life after work so you can look ahead to a fu­ture free of fin­an­cial wor­ries. 

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Plan for Re­tire­ment

The sooner you plan for re­tire­ment, the easier it will be to enjoy it later and live out your days just the way you want. We’ll ad­vise you on sav­ing for re­tire­ment, lower­ing taxes, draw­ing your pen­sion and pick­ing the best time to re­tire.

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Op­tim­ize Your Re­tire­ment Pro­vi­sion

It pays to vol­un­tar­ily put aside ad­di­tional money for re­tire­ment. Not only does it provide more fin­an­cial free­dom in re­tire­ment, but it lowers your taxes, too. We re­com­mend sup­ple­ment­ing your gov­ern­ment and oc­cu­pa­tional pen­sions with a Pen­sion ac­count – 3rd pil­lar and our sav­ing with se­cur­it­ies plan. We’ll help you seize every op­por­tun­ity to make sound pro­vi­sion for re­tire­ment.

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Pre­pare for Men­tal In­ca­pa­city

No one wants to think about men­tal and phys­ical de­cline in old age. With an ad­vance dir­ect­ive, you can make pro­vi­sions for men­tal in­ca­pa­city. You can nom­in­ate someone to handle your af­fairs if you be­come leg­ally in­ca­pa­cit­ated.

Go to a dif­fer­ent fin­an­cial plan­ning topic

Start­ing a busi­ness. Risks and re­wards. Ca­reer Plan a start-up

In­vest­ment strategies. For your ideal life. As­sets Grow wealth

Se­cure your fam­ily's fu­ture Fam­ily Build nest egg

Buy or ren­ov­ate a home Real es­tate Get mortgage

Op­tim­ize your fin­ances. For a care­free re­tire­ment. Pen­sion Pro­vi­sion Plan retirement

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Other Life Stages

Stu­dents and train­ees

You’re lay­ing the found­a­tions for your ca­reer and tak­ing con­trol of your life.

Training and education life stage

Ca­reer starter

You’re ad­van­cing pro­fes­sion­ally, gath­er­ing life ex­per­i­ence and work­ing to­ward real­iz­ing your dreams.

Career starter life stage

Re­tir­ees and seni­ors

You want to enjoy the fruits of your labor, have all your af­fairs in order and be free from wor­ries about the fu­ture.

Retirement life stage

Seize Opportunities. Avoid Mistakes

Financial planning is future planning. Our guide can help you with answers to important questions.

To the guide

Divorce: AHV, BVG and 3rd Pillar

What You Can Define with an Advance Directive