Individual Pension Planning

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Marinette Meyer is Helvetia International’s expert in Professional Pension Planning. She has an innovative solution that can interest you.

These solutions are particularly designated for professionals like lawyers, solicitors, doctors, dentists, architects, real estate developers, managers and directors (of small & medium sized companies), etc. with revenues exceeding the legal requirements for the Swiss 2nd pillar pension scheme.

Presently, as per art.1 in the OPP2 (Ordonnance sur la Prévoyance Professionnelle), it is possible to manage independently that (excess) part of the pension contributions, which implies very attractive possibilities for fiscal optimization. Having a separate insurance for the risks (disability pensions and capital in case of death), this means that in case of death, your entire accumulated capital under the pension scheme can be paid out.

There is a total transparency of your portfolio’s yield and of the administrative costs. If you have vested benefits capital (‘’libre passage’’), there are also possibilities to manage your own money. At our first meeting with you, a detailed explanation answering your inquiry and needs will be given.

For further information do not hesitate to contact  Marinette Meyer on mmc@helvetiainternational.com

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