Does it add up?
In Switzerland, we are living longer than ever. That’s a positive development. Even better is being able to afford a long life. How will you finance the twenty or thirty years after retirement? Ask yourself this question early. It’s worth it.
Have you saved enough for retirement?
Your gender
Your lifestyle habits (multiple selection)
Life expectancy is based on mortality tables from the Swiss Federal Statistical Office (FSO) and incorporates scientifically validated lifestyle factors. All figures are provided for guidance purposes only and are non-binding.
Step 2 of 5
What is your retirement planning goal?
Step 3 of 5
What is your gross annual income?
A rough estimate is sufficient.
Step 4 of 5
When would you like to reach your goal?
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Recommended savings / year
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Time horizon
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Solutions tailored to your profile
This calculation is provided for guidance purposes only and does not replace individual financial advice. Actual figures will depend on your personal circumstances.
Financial security starts with the right question.
Life rarely follows a straight path, and things often turn out differently than we expect. Further education, career changes and sabbaticals are part of it. Starting a family isn’t always the goal. Becoming an entrepreneur at 45, starting over at 55 – many paths are possible. Making them financially viable requires a solid plan.
PensExpert supports you on your journey with retirement solutions tailored to your individual needs. So that the answer to the question of whether your goals and ambitions add up is always yes.
Retirement solutions that fit
Retirement planning is always about whether your plans, ambitions and life realities align in the long term. Not just in theory, but in everyday life, in your career and as you grow older. Ask yourself whether what you personally envision for the future is financially sustainable. We support you on your journey. We analyse your current setup and show you how it can be improved.
Whether for you as a private individual, as a business owner or for your employees, PensExpert will find the retirement solutions that truly fit your needs.
Why PensExpert?
Experience
26
years
Independence
100
per cent
Free choice of bank
100
per cent
Management volume
12
billion
Presence
7
locations
Competence
96
employees
Frequently asked questions
In an initial, free meeting, we analyse your situation and show you suitable options.
You benefit from efficient pension solutions, tax returns, lower costs and more flexibility for your employees.
No. There is considerable room for manoeuvre between 40 and 55 in particular – for example through purchases into the pension fund or tax-optimised withdrawal strategies. But the sooner you start, the more options you have open to you.
Often it is. We provide you with transparent insight into whether and what potential for optimisation exists.
No, splitting your pension funds into a basic pension fund solution and an executive plan is straightforward and gives you greater diversification of your retirement assets.
