Pension planning

Protect your present,
secure your future and plan your legacy.

Situation
Analysis

  • OASI (AVS), pension plan and 3rd pillar accounts/insurances
  • Career history, income and potential pension gaps

Structuring
the Solutions

  • Optimisation of the first, second and third pillars
  • Pension fund buy-ins, pillar 3a and 3b solutions, coordinated with tax planning
  • Lump-sum or pension options

Defining
your objectives

  • Desired standard of living in retirement
  • Financial protection in the event of disability or death
  • Choosing between a pension and a lump-sum withdrawal

Ongoing Monitoring and Adjustments

  • Adaptation to professional and personal changes
  • Anticipation of legal and tax developments