Stay on course to your dreams and ambitions
Retirement is one of the most enjoyable stages in life, provided the right decisions have been taken in good time and the right provisions are in place. We can advise and assist you with answering questions such as:
When should I retire?
What benefits will I receive from the state system, my pension fund and my Pillar 3a scheme when I retire?
When I retire, what would I receive from my pension fund if I chose the annuity or lump-sum option, or a mixture of both?
What do I need to do to ensure that I can retire when I want to and that everything runs smoothly?
Together, we will work out what your financial situation will look like in the future and show you the consequences of early retirement, how your assets could develop when you retire, and what solutions you could use for tax-optimized withdrawals of your provision assets.
For further information on UBS retirement planning and for customized advice, please contact a UBS advisor.
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