Knowledge hub

What upcoming pensioners need to know about old age and survivors' (OASI) insurance: the amount of their retirement pension, early withdrawal and deferral of retirement, OASI contributions in case of early retirement, and continued employment at retirement age, etc.

If you prepare for retirement as early and as wisely as possible, you can improve your pension income and save a great deal of tax.

Wir haben die wichtigsten Aufgaben und Termine hier für Sie zusammengefasst.

If you make voluntary contributions into your pension fund, you can save a lot on tax and have more money to live off in your old age.

When foreigners move to Switzerland for the first time and work here, they should know what insurance they are required to have by law.

Anybody who uses their pillar 3a in addition to their OASI and pension fund pillars to save for their old age can deduct contributions from their taxable income.

There are a number of issues that must be taken into account by foreigners wishing to buy real estate in Switzerland. Buying property is always a major investment, which also involves a certain amount of risk.

Retiring early can be expensive. But it may still be feasible if you take steps early enough.

Almost one in two people in Switzerland would like to retire early. The biggest challenges they face are how to finance the years until regular retirement and how to coordinate pillars 1, 2 and 3. 

ETFs are cheap, transparent and liquid, and offer many more benefits.

Whether you opt to have your pension fund paid out on retirement or to withdraw your assets as a pension, your decision will have far-reaching consequences. Both the lump-sum withdrawal and the pension have advantages and disadvantages.

Is it worth paying in early in the year? And what’s the best way to invest my pillar 3a money?
 

Where can you trade securities at a much lower cost than at most other banks?

Learn what you need to pay attention to when transferring, investing and withdrawing vested benefits.

Anyone wanting to successfully invest money should adopt a structured approach and first of all, decide on the right investment strategy.