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Do you have any questions about your retirement or your investments? About your mortgages, your taxes or your estate? Would you like to optimise your company’s pension fund or create a business succession plan? Our specialist articles provide expert answers.

Retirement
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Specialist article

The top ten questions about OASI pensions

What upcoming pensioners need to know about old age and survivors' (OASI) insurance: the amount of their retirement pension, early withdrawal and deferral of retirement, OASI contributions in case of early retirement, and continued employment at retirement age, etc.

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Specialist article

Retirement planning: the top ten tips

If you prepare for retirement as early and as wisely as possible, you can improve your pension income and save a great deal of tax.

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Specialist article

Checklist for retirement planning

Wir haben die wichtigsten Aufgaben und Termine hier für Sie zusammengefasst.

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Specialist article

Early retirement: what you need to know

Retiring early can be expensive. But it may still be feasible if you take steps early enough.

Almost one in two people in Switzerland would like to retire early. The biggest challenges they face are how to finance the years until regular retirement and how to coordinate pillars 1, 2 and 3. 

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Specialist article

Pension or lump-sum withdrawal?
Ten tips to help you decide

Whether you opt to have your pension fund paid out on retirement or to withdraw your assets as a pension, your decision will have far-reaching consequences. Both the lump-sum withdrawal and the pension have advantages and disadvantages.

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