Exclusive offers for the staff of Mercer’s customers

In Switzerland, VZ VermögensZentrum is a leading address when it comes to independent asset consultancy: our experts are versed in reviewing investment portfolios, improving the financing of real estate, optimising tax, insurance and pension situations, and settling estates for our clients. As a customer of Mercer, you can benefit from several exclusive offers right now:

How well have you provided for your retirement?

We review and optimise your pension situation: in a comprehensive pension review, our experts will determine whether your insurance is commensurate with your needs and risks, whether you are getting the best out of your pension solutions, and whether you and your family members are adequately provided for. vz.mercer [at] vzch.com (subject: Pension%20review%20(Exclusive%20offers%20Mercer), body: Dear%20Sir%20or%20madam%2C%0A%0AI%20would%20like%20to%20arrange%20a%20free%20pension%20review%20with%20VZ.%20Please%20contact%20me%20to%20discuss%20the%20next%20steps.%0A%0AFirst%20name%2C%20second%20name%3A%0ACompany%3A%0ATown%2Fcity%2C%20postcode%3A%0ATelephone%3A%0AE-mail%3A%0ADate%20of%20birth%3A%0A%0AKind%20regards%2C%0A) (Review your pension for only 250 CHF)

Let us review your financial situation

You are entitled to a 15% discount on a consultation at a VZ office in your vicinity. After carefully analysing your financial situation, our experts will draw up a plan of tailored measures that you can implement simply – either on your own or together with us. vz.mercer [at] vzch.com (subject: Arrange%20consultation%20(Exclusive%20offers%20Mercer), body: Dear%20Sir%20or%20madam%2C%0A%0AI%20would%20like%20to%20make%20an%20appointment%20for%20a%20consultation%20with%20you.%20Please%20contact%20me%20to%20arrange%20a%20date.%0A%0AFirst%20name%2C%20second%20name%3A%0ACompany%3A%0ATown%2Fcity%2C%20postcode%3A%0ATelephone%3A%0AE-mail%3A%0ADate%20of%20birth%3A%0A%0AKind%20regards%2C%0A) (Arrange a date for a free initial consultation)

Flexible provisioning with a Pillar 3a plan featuring ETFs

Pillar 3a pension plans are an attractive option. You can deduct the amounts you deposit from your taxable income, while credit balances and interest income remain entirely tax-free. A cost-effective Pillar 3a pension plan based on ETFs could see you earn several thousand, if not tens of thousands of Swiss francs more in returns over the years. vz.mercer [at] vzch.com (subject: Pillar%203a%20and%20ETFs%20(Exclusive%20offers%20Mercer), body: Dear%20Sir%20or%20madam%2C%0A%0AI%20would%20like%20to%20learn%20more%20about%20Pillar%203a%20savings%20plans%20featuring%20ETFs.%20Please%20contact%20me%20in%20this%20regard.%0A%0AFirst%20name%2C%20second%20name%3A%0ACompany%3A%0ATown%2Fcity%2C%20postcode%3A%0ATelephone%3A%0AE-mail%3A%0ADate%20of%20birth%3A%0A%0AKind%20regards%2C%0A) (Find out more about the Pillar 3a ETF plan)

Invest cost-effectively with VZ’s ETF savings plan

With a flexible ETF savings plan, you can build up assets to use in retirement or for a major purchase. We’ll choose the best index funds for you, review them regularly, and ensure that your savings plan remains cost-effective and true to your personal investment strategy. vz.mercer [at] vzch.com (subject: ETF%20savings%20plan%20(Exclusive%20offers%20Mercer), body: Dear%20Sir%20or%20madam%2C%0A%0AI%20would%20like%20to%20learn%20more%20about%20VZ%E2%80%99s%20ETF%20savings%20plan.%20Please%20contact%20me%20in%20this%20regard.%0A%0AFirst%20name%2C%20second%20name%3A%0ACompany%3A%0ATown%2Fcity%2C%20postcode%3A%0ATelephone%3A%0AE-mail%3A%0ADate%20of%20birth%3A%0A%0AKind%20regards%2C%0A) (Find out more about the ETF savings plan)