Pension Planning

Your Pension Advisor in the Zurich Area! 

Services for Private Individuals

  • Representation and implementation of application procedures for all pension schemes, invalidity and disability benefits, survivors‘ pensions
  • Verification of pension rulings (even after the expiry of the period for appeal)
  • Verification and completion of pension law periods (IK account statement, account clarification)
  • Procurement of missing documents and proofs
  • Individual analysis of your current and future pension situation and determination of the best time for the transition to retirement
    (e. g. in the case of early retirement)
  • Clarification of voluntary AHV contributions – Contributions
  • Advice for insured persons with temporary or permanent residence abroad
  • Advising foreign employees and family members insured in Switzerland, especially when returning to their countries of origin
  • Legal representation in appeals and lawsuits

Services for Self-Employed Persons, Freelancers and Entrepreneurs

  • Examination of the obligation to pay contributions for self-employed persons and employees
  • Consultation and examination of the social security obligation
  • Information and counselling on individual cases concerning the social security obligation for part-time employees
  • Advice to employers and voluntarily insured persons on optimising social security contributions