Pension planning
That nice feeling of being financially secure
Not many people know how well covered they would be if they have an accident or become seriously ill. It is especially important to have answers to these questions when buying a home, becoming self-employed, working part-time or starting a family.
Check the situation for you and your loved ones in the event of something happening and whether you are getting the most out of your retirement plan. This free-of-charge check will provide some initial answers.
VZ VermögensZentrum offers the following:
My clients' retirement plans are on a strong footing.
Selina Lojacono
Position Retirement Specialist
Free first meeting
Get regular updates on how to optimise your OASI, occupational and pillar 3 pensions.
Important questions about pensions
- Do I have sufficient financial cover? This link will open a dialog window.
- How do I get the most out of my pillar 3a? This link will open a dialog window.
- Vested benefits: How do I improve my returns? This link will open a dialog window.
- Do we have sufficient cover as a cohabiting couple? This link will open a dialog window.
- Life insurance: What do I need to know? This link will open a dialog window.
- How should I organise my pension if I work part time? This link will open a dialog window.
- Self-employment: Have I organised my pension ideally from a tax perspective? This link will open a dialog window.
- What do I need to pay attention to as a home owner? This link will open a dialog window.
- LGBT: What are the financial implications of "marriage for all"? This link will open a dialog window.