Do I need to bring any documents with me to the meeting?

The more information we have from you, the more precisely we can address your personal situation. If you wish, you can bring the following documents with you to the meeting: OASI statement Pension certificate from your pension fund Policies from existing life insurance policies and 3a bank accounts

Free pension advice from Zurich | Zurich SwitzerlandFree pension advice from Zurich

Q: What is the difference between pension advice and pension planning?

With pension advice the focus is on your working life. Specifically, it is about finding out how well protected you are against the financial consequences of disability or in the event of your partner's death. It's also about finding out how you can save money for old age. For this reason, pension advice is primarily aimed at people between the ages of 20 and 55. Our advisors analyze your benefits from all three pillars, which gives you an overview of your current situation. You will recognize any gaps and know how to address them. With pension planning the focus is on retirement. Specifically, it deals with preparing for your retirement. Pension planning is therefore aimed at people between 55 and 65 years of age. Our advisors analyze your benefits from all three pillars, They also address the advantages and disadvantages of taking a lump sum payment or an annuity.

Woman and man with dog in pension consultation

Free pension advice

Our advisors will answer your retirement provision questions in a personal meeting. At the end of the meeting, you will be aware of your retirement provision situation and know how to close any gaps.

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Everything you need

Assess the risks

You can assess the financial consequences in the event of death or disability. You will be aware of the options available to protect yourself against such things.

Identify any gaps

You will know your individual retirement provision situation and any potential gaps. You will know which levers you need to pull.

Accumulate wealth

You will understand how to invest your money optimally: For a bigger dream or to build up capital for old age.

The right time

Checking your provision plans can help in all situations. This is particularly valuable when your personal and professional situation changes.

For example:

You marry
You start a family
You buy a house or a apartment
You change your job
May take a sabbatical

Quickly check your pension gap online:

Start the pension check

How pension advice works

The one-hour appointment runs as follows:

1

Our advisors will ask you a few questions to help them better understand your current situation and your wishes and goals.

2

Thanks to digital support, our advisors can use the information you provide to create some clear diagrams and charts. These show you your current retirement provision situation and any gaps.

3

Our advisors will show you how to close these gaps and answer your questions.

Do you have any questions?

FAQ

No, you are not committing yourself to anything. During our meeting we will simply show you solutions that fit your current situation. You then decide for yourself whether you want to realist them or not.

Yes, the pension advice costs you nothing.

The more information we have from you, the more precisely we can address your personal situation. If you wish, you can bring the following documents with you to the meeting:

OASI statement
Pension certificate from your pension fund
Policies from existing life insurance policies and 3a bank accounts

With pension advice the focus is on your working life. Specifically, it is about finding out how well protected you are against the financial consequences of disability or in the event of your partner's death. It's also about finding out how you can save money for old age. For this reason, pension advice is primarily aimed at people between the ages of 20 and 55. Our advisors analyze your benefits from all three pillars, which gives you an overview of your current situation. You will recognize any gaps and know how to address them.

With pension planning the focus is on retirement. Specifically, it deals with preparing for your retirement. Pension planning is therefore aimed at people between 55 and 65 years of age. Our advisors analyze your benefits from all three pillars, They also address the advantages and disadvantages of taking a lump sum payment or an annuity.

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