Financial Planning and Pension Provision 3rd Pillar: Save on Taxes While Maximizing Your Potential Return

3rd Pillar: Save on Taxes While Maximizing Your Potential Return Credit Suisse Top Stories

Share Buttons

Close Share Print
Send as email Share on Facebook Tweet this page Share on LinnkedIn

The Private pension – 3rd pillar supplements your state pension and employee benefits insurance and gives you three opportunities to reduce your taxes. Thanks to two new investment groups with increased equity holdings of 75%, you can enjoy an even greater share of future equity market developments, thus maximizing your potential returns over the long term.

Taxes Down

With the third pillar, you can save taxes by skillfully staggering: upon deposit, during the term, and when you withdraw the third pillar retirement savings. It is important that you assess the third pillar as part of your overall pension situation, thus also taking AHV, pension fund, other assets, and all obligations into account.

Yields Up

With the third pillar you can optimize your return opportunities. Credit Suisse now offers you one actively managed and one indexed securities solution with an equity quota of 75% each.

  • Credit Suisse - actively managed securities solution with 75% equity component

    New: Actively Managed Securities Solution with 75% Equity Component in the Portfolio**

    CSA Mixta-BVG Equity 75
    (Equity component exceeded pursuant to BVV 2)
    security no. 38261482

  • Credit Suisse - indexed securities solution with 75% equity component

    New: Indexed Securities Solution with 75% Equity Component in the Portfolio**

    CSA Mixta-BVG Index 75
    (Equity component exceeded pursuant to BVV 2)
    security no. 38261472

We would be happy to advise you

You can open a Pension account - 3rd pillar or Pension securities account directly by completing the opening form or calling us at: 0844 200 114.

Apply for a pension account – 3rd pillar or pension securities account.

Account opening form
Or call us: 0844 200 114. 

Detailed information:

  • Three ways to lower taxes

    Taxes down

    You have three ways to save on taxes: when paying into the plan, over the term of the plan, and upon disbursement.

  • Learn more about the ways in which securities solutions can maximize your potential returns, including increased equity holdings of 75%.

    Yields up

    Saving with securities – 3rd pillar now comes with 75% equity holdings for even higher potential returns.

  • Compute your tax savings online now, and take charge of your financial future.

    Calculate taxes

    Calculate how much you could potentially save in taxes by paying into a third pillar pension plan.

  • Learn about private retirement provision in Switzerland and why it is becoming more important.

    Pillar 3a Saving in Switzerland

    Our compact and up-to-date information tells you what you need to know about private pension.