×

Book a Meeting

Please wait...
×

Form

Please fill out the basic details and select a convenient time for us to call you back. With your completed basic information, we will then prepare a personalized set of options for you.

You have 1 characters left.
You have 1 characters left.

Callback

Please insert your contact number and select a date and convenient time to receive a callback

Please wait...

What is Pillar 3a?

Known as the Individual Retirement Pension, the third pillar covers contributions made by an individual into a private pension fund on a voluntary basis. Such contributions allow you to expand your retirement scenario to include certain solutions like insurance policies and tax breaks.

Regulated pension schemes under this pillar are called 3a schemes. They offer tax advantages and have regulatory restrictions on the types of investments the fund can make. This makes them more secure.

Similarly to pillar 2 schemes, 3a schemes can be accessed before maturity under specific circumstances. Since it is legal to invest in multiple 3a schemes at once, many types of structures can be set up to serve your needs best.

Whether you are looking for insurance coverage or for a higher yield on your pension contributions, we can assist you to find the best structure that serves you up to and during your entire retirement.

Time left this year

to organise my

Third Pillar

Why is this so important?

The fiscal year in Switzerland runs from January 01st – December 31st

Therefore, it’s very important you don’t run out of time before submitting any Third Pillar applications to help with any tax rebates or deductions.

Unlike your Second Pillar, you can’t make any contributions rretrospectively so make sure that you speak with a qualified specialist in good time.

With so many Third Pillar options available, we can sit down and help you understand the various accounts, and ultimately decide which solution is best for you and your family.

Days
Hours
Min
Sec

What is Pillar 3a?

Step 1
Click here, fill out some basic details and select a convenient time for us to call you back. With your completed basic information, we will then prepare a personalised set of options for you.
Step 2
We will call you back to discuss your personalised options.
Step 3
We will then email you the agreed paperwork for your approval.
Also See

For better web experience, please use the website in portrait mode