UBS Financial Advisory - Retirement

Plan ahead and identify any deficiencies in cover early!

How high is my personal savings ratio?
Use the budget planner to calculate your annual savings and investment potential.

Are you taking advantage of the tax benefits available under Pillar 3a?
Pillar 3a contributions are tax-deductible. Use this tax break to take advantage of the attractive investment opportunities offered by UBS.

Personal calculation:

Would you also like to build up assets under Pillar 3b?
Save for the future at the same preferential conditions as Pillar 3a with UBS Fisca and help secure a more comfortable retirement or fulfil personal wishes and goals – such as financing your own home.

Are you aware of the benefits of life insurance?
Combine savings capital for retirement with premature death cover and take advantage of the tax benefits. Ask your UBS client advisor to prepare a quote for you.

Are there any gaps in your pension scheme?
Contributions to pension schemes are also tax-deductible. Your pension scheme can provide information on the options available for purchasing additional pension cover. It is worth bearing in mind that staggering payments over several years can have tax benefits.