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Centre for Pension Planning

Individual advice

A centre of competence at Generali

Do you want to maintain your accustomed standard of living after you retire? Whether or not you'll be able to do that depends very much on your available income. At our Centre for Pension Planning, we employ specialists who know this subject inside out and will be happy to share their expertise with you. Pension planning can help you pave the way to an enjoyable retirement that meets all your wishes and expectations.

 

Planning your retirement is a complicated business. We recommend that you start thinking about it in good time, ideally once you reach the age of 50. Our pension planners are highly experienced and would be happy to use their expertise to assist you. Working together with you, they'll devise bespoke solutions that are perfectly suited to your personal situation and requirements.

 

Our pension planning specialists have a strong local presence via our network of agencies and have in-depth knowledge of the specific factors that apply to different regions of Switzerland. You'll benefit from this especially where tax is concerned.

 

The advice provided by our specialists will cover the following important areas:

  • Early retirement, partial retirement
  • Pension / lump sum
  • Succession planning
  • Amortisation of a mortgage
  • Protection of assets

 

Information events on pension planning

Every spring and autumn, the Centre for Pension Planning holds public information events on the subject of retirement. You can find out more from an agency.