Guide future provisions & assets

Our guides contain tips on retirement provisions, financial security and asset planning – covering topics from pension gaps to the financial consequences of marriage and divorce.

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The bride raises her bouquet of flowers cheering, the groom waves with a wide smile. They both walk down the stairs of a historic building. Their posture radiates joy and confidence.  The bride wears a white lace dress and has long, curly blonde hair with a white veil.

Guide

Tying the knot in Switzerland: what are the financial pros and cons?

Agreeing to tie the knot also means agreeing to the new rules on taxes, AHV/AVS and pension provisions. What is changing in terms of finances? Where are there risks and opportunities? We provide a helpful overview – for a financially self-determined future together.

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Guide

Tips for students: saving, hedging risks and provisions

For many students, saving and providing for the future still sounds a long way off. How should you think about life in retirement when you’re already overwhelmed by the question “where do you see yourself in five years’ time”? That’s where this guide comes in. It shows in a clear way how students can save early, take their first steps in providing for the future while avoiding typical mistakes – so that saving and future provisions make sense even while they are still studying.

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Guide

Voluntary purchases in the 2nd pillar – key info

The pension fund supplements the 1st pillar and helps to maintain your standard of living in old age or in the event of disability or death. With a voluntary purchase you can increase your retirement savings and reduce your taxable income, as the deposits are tax-deductible. Please bear in mind, however, that taxes will be due on the subsequent payout.

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Guide

Insurance and future provisions for the self-employed

What insurance do I need if I become self-employed? Which insurance is voluntary and which mandatory? And how can I best provide for old age? We answer the most important questions about insurance and future provisions for the self-employed – for a financially self-determined life.

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Guide

Let your money work for you: 10 investment tips

Whether it is for your retirement provisions, buying your own home or greater financial self-determination – if you invest your money properly, you can make your dreams come true. Swiss Life financial expert Frischta Rahiq shares valuable tips on how investors in Switzerland can achieve long-term success with clear goals, well thought-out strategies and a focus on taxes and risks.

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An older couple stand leaning on a railing in front of a river, with a bridge and a historic building in the background. The man hugs the woman and whispers something in her ear. Both wear casual clothes and laugh heartily.

Guide

Tips on providing for retirement

How much will my pension be when I retire? And how can I best provide for old age? Do I have gaps in my contributions? Many people wonder whether they are financially prepared for retirement. Here we share some tips on planning for retirement and reveal how you can start providing for the future now in order to lead a financially self-determined life in old age.

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