Services in the area of pension and pension planning
We advise you on the options for private and company retirement provision. We help you find the right investment strategy for your retirement planning.
Private pension
Occupational pension scheme
Tailored investment strategies
Pillar 3a, 3b and occupational pension provision
With various options, such as Pillar 3a, 3b and occupational pension plans, it can be overwhelming to understand where you should start and how you can make the right decisions for your future.
If you don't plan your retirement properly, it can lead to financial uncertainty and uncertainty in your golden years.
At The Valencia Company, we offer expert advice in the areas of retirement planning and retirement planning that is tailored to your individual needs and future wishes.
Our pension and retirement benefits include
Tailored for your journey to a secure and successful retirement
Private pension
We advise you on the various options for private retirement provision, such as Pillar 3a, Pillar 3b and Pillar 3c. We'll help you find the right strategy for you so that you can build up financial security for your retirement.
Occupational pension scheme
We advise you on occupational pension options, such as pension funds and pension insurance. We will help you find the right strategy for you so that you can build up financial security for your retirement.
Tailored investment strategies
Our experts will help you develop a personalized investment strategy and ensure that your retirement provision is robust, tax-efficient and tailored to your risk tolerance.
Why choose The Valencia Company for your retirement plans?
Our services are tailored to your individual situation and offer you the assurance that your pension plan is in competent hands.
We have a deep understanding of the Swiss pension system and offer comprehensive and compliant advice.
With our help, you can look forward to a secure and comfortable retirement, free from financial worries.
The risk of inadequate retirement provision
Without a solid retirement plan, you could face financial challenges in your later years, when income becomes firmer.
If you find your way around the complex pension landscape without expert advice, you may miss out on opportunities to maximize your retirement savings.
The stress of an uncertain financial future can impact your quality of life both now and in retirement.
Frequently asked questions about pension and retirement
In Switzerland, private pension provision includes pillars 3a, 3b and 3c. The choice depends on your individual financial situation, retirement goals, and tax considerations. Our experts can walk you through the details of each option so you can make an informed decision.
Company pension provision is an important part of your overall retirement provision and supplements government and private pension provision. They provide additional security and can significantly impact your financial comfort in retirement. We can help you understand and maximize these benefits.
Absolutely. Our services include developing personalized investment strategies that are tailored to your retirement goals and risk tolerance to ensure a balanced approach to increasing your retirement savings.
Swiss retirement provision for expats includes dealing with specific tax implications and understanding cross-border pension regulations. Our expertise in these areas ensures that your retirement provision is both efficient and meets Swiss and international standards.
It is never too early to start saving for retirement. The earlier you start, the more time your investments have to grow and the better you can take advantage of interest and tax benefits.
Our team can advise you on how to optimize your retirement provision with regard to tax efficiency, taking into account the intricacies of Swiss tax laws and potential international tax consequences for expats.
Yes, we understand that living conditions can change. We provide ongoing support and can adjust your retirement plans as needed to reflect changes in your financial situation, goals, or regulatory changes.
Our unique mix of personal service, a deep understanding of Swiss culture and a comprehensive range of services sets us apart. Not only do we guide you through the logistics, we also guide you and ensure that every aspect of your expat trip is rewarding and hassle-free.