Pension analysis at VZ VermögensZentrum

Who can benefit from a pension analysis?

Swiss social security (pillars 1 and 2) isn’t just there to provide for you when you reach retirement age. It also insures pensions in the event of disability or death.

If you're adequately protected, you won't suffer financially as well if something happens to you. In principle, a pension analysis is worthwhile for everyone. The risks are particularly high for cohabiting couples, new residents in Switzerland, self-employed people with sole proprietorships and property buyers. It may also be a good idea to have your situation reviewed after a change of job or divorce.

Pillar 3 can help you close any pension gaps you may have. It’s therefore worthwhile to consider the topic in detail.

What can you gain from a pension analysis?

The experts at VZ VermögensZentrum will calculate for you what benefits you or your dependants will receive in the event of disability due to accident or illness, or in the event of death. The pension analysis will show you any gaps you may need to fill or where you may be overinsured. In other words, you gain security and may also save on premiums.

An example of how large the pension gap can be

Order your personal pension analysis

Find out what benefits you and your loved ones could expect to receive. We'll also look into your mortgage situation and let you know whether additional insurance cover would make sense. 

As the largest independent pension advisor in Switzerland, we work on a fee basis. We don’t receive any commissions from insurance companies and can advise you solely in your best interests. Fill in the form and we’ll contact you to discuss the next steps.  

Checklist for your pension analysis