Pension

Thanks to a pension platform of which we are one of the official wealth managers, we provide you with the possibility of investing your pension assets in an optimal and personalised way.

The retirement and pension system in Switzerland is based on ‘three pillars’: the state pension (1st pillar), the occupational pension (2nd pillar), and the individual pension (3rd pillar). The three pillars complement each other and covers at best the financial needs of the insured at retirement.

However, for the occupational pension, the conversion rate and the technical rate are decreasing while life expectancy is increasing, which is why it is essential to optimise your pension solutions. PLEION SA can assist you in this process.

Our experience and expertise in the field of wealth management allow us to offer tailor-made and optimal management solutions for your pension assets. Our open architecture and collaboration with many recognised service providers, give you access to a wide range of investments. The choice of the investment strategy belongs to you so that it matches with your profile.

In collaboration with leading Swiss pension funds, we advise and assist you in managing the following areas:

  • Vested benefits (2nd pillar)
  • Extra-mandatory portions (1E)
  • Third pillar (3A)

PLEION SA

Rue François-Bonivard 12, 1201 Geneva
t +41 22 906 81 81, f +41 22 906 81 82

Rue du Centre Sportif 22, 1936 Verbier
t +41 27 329 06 83

Chemin du Midi 8, 1260 Nyon
t +41 22 906 81 50, f +41 22 906 81 51

Schauplatzgasse 9, 3011 Bern
t +41 58 404 29 41

Seidengasse 13, 8001 Zurich
t +41 43 322 15 80

Rue Pré-Fleuri 5, 1950 Sion
t +41 27 329 00 30, f +41 27 329 00 32

info@pleion.ch           www.pleion.ch

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