Your retirement starts soon - we will accompany you on the journey.
Start now: our tips below will guide you step by step through the most important stages leading up to retirement. If you have any specific questions, the experts at our partner Zurich will be happy to help you at any time.
Today
How much money will be available to you after your retirement?
Get a comprehensive overview of all three pension pillars.
How much money will be available to you after your retirement?
Get a comprehensive overview of all three pension pillars.
Support with your personal retirement planning
Well thought out retirement planning is not always easy – experts from our partner Zurich will support you personally and help you find the best way forward.
Support with your personal retirement planning
Well thought out retirement planning is not always easy – experts from our partner Zurich will support you personally and help you find the best way forward.
Assess housing situation
Would you like to stay in your own home for as long as possible or move after retirement?
Assess housing situation
Would you like to stay in your own home for as long as possible or move after retirement?
Your current asset situation
Financial clarity – the key to success. Check your financial situation at an early stage.
Your current asset situation
Financial clarity – the key to success. Check your financial situation at an early stage.
Budgets: your navigation system for financial freedom
Forward-looking budget planning will bring you one step closer to your dream of financial freedom.
Budgets: your navigation system for financial freedom
Forward-looking budget planning will bring you one step closer to your dream of financial freedom.
Save taxes and close pension shortfalls
Kill two birds with one stone.
Save taxes and close pension shortfalls
Kill two birds with one stone.
Your current asset situation
Financial clarity – the key to success. Check your financial situation at an early stage.
Your current asset situation
Financial clarity – the key to success. Check your financial situation at an early stage.
How much money will be available to you after your retirement?
Get a comprehensive overview of all three pension pillars.
How much money will be available to you after your retirement?
Get a comprehensive overview of all three pension pillars.
Budgets: your navigation system for financial freedom
Forward-looking budget planning will bring you one step closer to your dream of financial freedom.
Budgets: your navigation system for financial freedom
Forward-looking budget planning will bring you one step closer to your dream of financial freedom.
Support with your personal retirement planning
Well thought out retirement planning is not always easy – experts from our partner Zurich will support you personally and help you find the best way forward.
Support with your personal retirement planning
Well thought out retirement planning is not always easy – experts from our partner Zurich will support you personally and help you find the best way forward.
Save taxes and close pension shortfalls
Kill two birds with one stone.
Save taxes and close pension shortfalls
Kill two birds with one stone.
Assess housing situation
Would you like to stay in your own home for as long as possible or move after retirement?
Assess housing situation
Would you like to stay in your own home for as long as possible or move after retirement?
4 or 3 years before retirement
The time to make a decision is approaching: annuity or lump sum?
Would you like to draw a lifelong annuity from your pension fund, have your retirement assets paid out or choose a combination of the two?
The time to make a decision is approaching: annuity or lump sum?
Would you like to draw a lifelong annuity from your pension fund, have your retirement assets paid out or choose a combination of the two?
The time to make a decision is approaching: annuity or lump sum?
Would you like to draw a lifelong annuity from your pension fund, have your retirement assets paid out or choose a combination of the two?
The time to make a decision is approaching: annuity or lump sum?
Would you like to draw a lifelong annuity from your pension fund, have your retirement assets paid out or choose a combination of the two?
1 year before retirement
Clarify inheritance issues
What do you want to happen to your assets?
Clarify inheritance issues
What do you want to happen to your assets?
Clarify inheritance issues
What do you want to happen to your assets?
Clarify inheritance issues
What do you want to happen to your assets?
4 or 6 months before retirement
Register with the AHV
This will mean you receive your AHV retirement pension on time
Register with the AHV
This will mean you receive your AHV retirement pension on time
Register with the AHV
This will mean you receive your AHV retirement pension on time
Register with the AHV
This will mean you receive your AHV retirement pension on time
Personal and video consultation
Finances can be challenging. Get support from a specialist. Our partner Zurich Insurance is at your side with personal advice.
- No storage of your personal data
- We will get back to you within two working days
- Non-binding initial consultation on site, by telephone or video consultation