Pensions
Prepare for your retirement, today
Swiss Pensions
Pensions
Remove the pressure to work into your 60s by planning for the future you want, today.
Swiss pensions work differently to other countries and are based on three pillars:
- The federal old-age, survivors’ and invalidity insurance (1st pillar)
- The occupational pension scheme (2nd pillar)
- Private pension schemes (3rd pillar)
As Switzerland’s first regulated online advisory firm, our team of experienced financial advisors is here to help you plot your course for the financial future you want with tailored pension plans.
From our first meeting together, we’ll take a look at what you’re doing now, what you’ll have by following that plan of action, and what you will need to live the lifestyle you want in the future.
If you don't take care of your investments, your investments can't take care of you.
We help people achieve financial freedom; having enough income-producing assets to cover your bills, giving you the freedom to choose what to do with your life.
For more information on our pension services, choose from the following four categories:
- Swiss Pensions
- 3rd Pillar Pensions (learn about the benefits of 3rd Pillar Pensions in Switzerland)
- 2nd Pillar Pensions
- International Pension Transfers
Straightforward pension advice from Switzerland’s first regulated online financial adviser.
Latest news entries
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Pillar 3a Maximum 2025 - New Increase for tax savings and retirement
- 25th September 2024
- Tax Optimisation
- Pensions
- Swiss Pensions
- 3rd Pillar Pensions
- by James Austin
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Inflation, rising costs of living, and evolving financial goals mean that being a millionaire is no longer the end-all-be-all of financial aspirations...
- 24th June 2024
- Pensions
- Investment Advice
- Financial Planning
- by James Austin
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Maximize tax savings and retirement funds in 2024 with pillar 3a and 3b contributions
- 19th January 2024
- Tax Optimisation
- 3rd Pillar Pensions
- by James Austin
How much do you need to retire?
Achieve financial freedom - and retire when you want to.
We help investors in Switzerland build assets and create passive income to replace formal employment.
By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.
How much do you need to retire? Request your free guide now and find out with our simple 2-step process.
How much do you need to retire?
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Truly professional & experienced team. Highly recommended to anyone looking for financial and wealth management advice.
Akhil Prabhu -
Good straightforward planning advice. Highly recommended.
Paul Gibson -
I was recommended IWP by a work colleague and have always been impressed. I wouldn't hesitate to recommend them to anyone seeking independent financial advice.
Paul