Pension planning

That nice feeling of being financially secure

My clients' retirement plans are on a strong footing.

Selina Lojacono

Retirement Specialist

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.

My clients' retirement plans are on a strong footing.

Selina Lojacono

Retirement Specialist

Important questions about pensions

Our offering

Pillar 3a with index investments

At VZ, you can invest in the best index funds and generate additional returns of thousands or tens of thousands of francs over the years.

/en/pension-planning/pillar-3a-with-index-investments

Pension analysis

Have you bought a home? Just got married, had children or changed job? We will check whether you and your surviving dependents would be financially secure if anything happened to you.

https://www.vermoegenszentrum.ch/en/pensions/pension-analysis-at-vz

Vested benefits

We help you invest your vested benefits assets cost-effectively and in line with your requirements. You can then later withdraw your money in a highly tax-efficient manner.

https://www.vermoegenszentrum.ch/en/solution/pension-solutions#vested-benefits

Saving with ETFs

With our flexible ETF savings plan, you can build up your wealth in a cost-efficient way – whether for your old age or a major purchase.

https://www.vermoegenszentrum.ch/en/solution/financial-investments#saving-investing-with-etfs

Advice for LGBT

Find out from our experts how to best plan your retirement provision if you’re living in a registered partnership.

/en/solution/lgbt-advice

Pension planning expertise and resources