Understanding the Swiss pension system: your money, your future

Thomas Walke

Thomas Walke

Program

How much pension will you get from AHV and your occupational pension fund, and how much do you have to build up yourself? This webinar gives you the big picture.

We offer a practical introduction to the Swiss three-pillar system, with a particular focus on Pillar 3a, tax benefits and long-term investing. We will also look at what happens to your pension assets if you move abroad.

What you will take away

- You will see what AHV and your occupational pension fund contribute to your retirement income

- You will recognise where Pillar 3a saves you tax

- You will understand how you can invest your pension savings for the long term

- You will know what happens to your pension assets when you move abroad

No prior knowledge is required. Participation is free of charge and possible without a Swissquote account. You ask your questions in the chat, and we answer them in the Q&A at the end. The webinar takes place live only, there is no recording.

Dr. Thomas Walke is a financial coach and partner at Smolio, an independent platform for pensions and personal finance in Switzerland. He is the author of «Mehr Geld zum Leben» and «Retire Early», a member of the foundation board and vice chair of the investment committee of the pension fund comPlan, and lectures at universities of applied sciences. Florian Schaarschmidt of Swissquote hosts the webinar.

Switzerland

Designed with passion in Switzerland

Be aware of the risk

Trading leveraged products on the Forex platform, such as foreign exchange, spot precious metals and Contracts for Difference (CFDs), involves significant risk of loss due to the leverage and may not be suitable for all investors. Prior to opening an account with Swissquote, consider your level of experience, investment objectives, assets, income and risk appetite. Losses are in theory unlimited and you may be required to make additional payments if your account balance falls below the required margin level and therefore you should not speculate, invest or hedge with capital you cannot afford to lose, that is borrowed or urgently needed or necessary for personal or family subsistence. Over the past 12 months, 68.22% of retail investors have either lost money when trading CFDs, experienced a total loss of their margin at the closing of their position or ended up with a negative balance after closing their position. You should be aware of all the risks associated with foreign exchange trading and seek advice from an independent financial adviser if you have any doubts. For more details, including information on the leverage effect, how margins work, and counterparty and market risks, please refer to our Forex and CFD Risk Disclosure. The content of this website represents advertising material and has not been submitted to nor approved by any supervisory authority.

AI-generated content

Some of the visual content on our website has been generated and/or enhanced using artificial intelligence (AI) applications. However, all content undergoes thorough human review and approval to ensure its accuracy, relevance, and compliance with the needs of our users and clients.