Pension advice

Pension advice

You’d like to plan your retirement

Did you know that after you retire the AHV old-age pension and the mandatory BVG pension will only cover at most around 60 percent of your average annual income?

For your occupational retirement provision, you and your employer pay into the Vita Joint Foundation. We we would like to thank you for placing your trust in us and protect you with this offer from a pension shortfall:

Get some advice from Zurich so that you don’t have any gaps in your pension provision. A pension specialist will use a pension analysis to show you exactly:

  • which options are available, so that you can optimize your taxes
  • what the advantages and disadvantages of buying into your pension fund are
  • what you have to watch out for in your inheritance planning and your housing arrangements
  • whether taking a lump sum or a pension is more suitable in your case
  • how you can plan for your retirement, step by step and in good time

Simply fill out the following form and your pension specialist will contact you.

Pension advice

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You can find your social security number (AHV no.) on your health insurance card

Purchase in the pension fund

You can make up missing BVG contribution years through voluntary purchases in the pension fund. This way, you can improve your retirement pension and reduce your tax burden at the same time.

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Solutions from Zurich

Thanks to our partnership with Zurich, we can offer you more insurance solutions to optimize your situation.

Pension planning becomes a key issue when you turn 50

Those who wish to enjoy a well-funded retirement should start to take stock of the situation once they turn 50 and carry out a thorough review of their pension provisions.

Capital or pension?

You have the option of withdrawing your retirement assets as a pension or as capital. Find out what the advantages and disadvantages of both options are.

We would be happy to advise you

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