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Retirement provision

Retirement provision
Retirement provision
Maintain your accustomed standard of living even after you retire. Start planning for retirement early and stay financially independent. Helvetia is there to help you.
Check your retirement situation easily online

Pension planning with Helvetia – an ongoing consultation process

A lot of questions arise as you approach retirement.

  • How high will my OASI pension be?
  • Should I draw the retirement assets in my occupational pension fund as a pension or lump sum?
  • Am I in a financial position to retire early?

Our certified pension planners will discuss your current pension situation with you and explain the opportunities and risks of the different options for financing your retirement. Helvetia takes your personal wishes into account to work out a financing plan with you.

The Swiss pension system

The three pillar system

Switzerland’s three-pillar system to provide for old age offers you financial protection against old age, death and disability. Review your personal pension situation so that, after you retire, you can achieve your goals and make your dreams come true.

Plan your retirement now

Take the time for a consultation. Helvetia is happy to answer all your questions and assist you in line with your goals and wishes.

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