Help with pension planning | UBS Switzerland

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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 2025
UBS key4 pension 3a

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

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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