About this session
Learn comprehensive strategies for retirement planning in Switzerland. Understand the three-pillar system, optimize your contributions, and create an effective retirement strategy.
What your people take away
- Understand Swiss pension pillars
- Optimize occupational benefits
- Maximize private pension options
- Plan tax-efficient strategies
- Create comprehensive retirement approach
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- What each length covers, 30 minutes to full day
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What each length covers
30 minutes
30 Minutes — Key Points: First Pillar (AHV/AVS)A focused 30-minute session on the essentials of First Pillar (AHV/AVS): basic State Pension and supplementary Benefits.
- Basic State Pension
- Supplementary Benefits
Covers First Pillar (AHV/AVS), in brief.
60 minutes
Covers 1 of 3 parts: First Pillar (AHV/AVS).
90 minutes
Covers 2 of 3 parts: First Pillar (AHV/AVS) and Second Pillar (BVG/LPP).
3 hours
Covers all 3 parts.
Full day
Covers all 3 parts, in more depth, with more time to practice.
What’s covered
First Pillar (AHV/AVS)
Every lengthBasic State Pension
- Understand AHV/AVS contribution requirements
- Calculate expected pension benefits
- Plan optimal retirement timing
- Review contribution gaps carefully
Supplementary Benefits
- Understand supplementary benefit eligibility
- Review disability insurance options
- Plan survivor benefits coverage
- Navigate international agreements
Second Pillar (BVG/LPP)
90 minutes and longerOccupational Pension
- Optimize pension fund contributions
- Understand investment strategies available
- Review early withdrawal options
- Plan pension fund purchases
Benefits Planning
- Compare lump sum vs pension options
- Plan vested benefits transfers
- Understand risk benefits coverage
- Review partner pension rights
Third Pillar
3 hours and longerPrivate Pension
- Maximize Pillar 3a contributions
- Compare 3a provider options
- Plan investment strategy carefully
- Optimize tax advantages fully
Additional Planning
- Consider Pillar 3b options
- Plan withdrawal strategy effectively
- Review estate planning implications
- Monitor regulatory changes regularly
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Retirement Planning - Switzerland: Three-Pillar System
How long is Retirement Planning - Switzerland: Three-Pillar System?
Retirement Planning - Switzerland: Three-Pillar System runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers the essentials of First Pillar (AHV/AVS): basic State Pension and supplementary Benefits. A 60-minute session covers First Pillar (AHV/AVS) in full, with a live Q&A. A 90-minute session adds Second Pillar (BVG/LPP). A 3-hour session adds Third Pillar. A full-day session covers everything, in more depth, with more time to practice.
Can Retirement Planning - Switzerland: Three-Pillar System be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Retirement Planning - Switzerland: Three-Pillar System?
Create a free Workbliss profile with your work email, then open Retirement Planning - Switzerland: Three-Pillar System to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.