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Help with pension planning

Popular help topics

  • Open a pillar 3a account
  • Investment options for retirement savings
  • Transfer pillar 3a assets to UBS
  • Opening a vested benefits account
  • Transferring to a pension fund
  • Info on the Fisca 3a changeover

More help topics about pension planning

Pillar 3

  • Changes to the 3a withholding tax
  • Withdrawal of pillar 3a assets
  • Pillar 3a tax certificate
  • Refund of excess 3a payments
  • Additional 3a payments
  • Erroneous pillar 3a payments
  • Pillar 3a contributions
  • Multiple pillar 3a accounts
  • Maximum amount pillar 3a 2026

Pillar 2

  • Withdrawing your vested benefits
  • Account maintenance fee
  • Transfer to another foundation
  • Necessary official documents
  • Vested benefits account statement
  • Changing your address
  • Sale / Sale restrictions
  • Investment funds / Investment plan
  • Display vested benefits account in Digital Banking

Other topics

  • AHV 21 reform
  • Pension or lump sum
  • Plan your retirement
  • Retirement calculator
  • Understanding your pension fund statement
  • UBS 1e Pension Solutions

Helpful forms on the topic

  • Forms and applications – pillar 3
  • Forms and applications – pillar 2

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