Our investment portfolios offer salaried employees and self-employed persons various and flexible pension planning solutions for meeting their 2nd Pillar and 3rd Pillar A pension provision under Swiss law.
The Pictet Vested Benefits Foundation (2nd Pillar) is a bank foundation which enjoys tax exemption reserved for 2nd Pillar institutions.
The Pictet Individual Pension Foundation (3rd Pillar A) is a bank foundation that enjoys the special tax exemptions introduced for 3rd Pillar pension schemes in Switzerland.
Our pension planning offering leaves you free to allocate your vested pension accruals and your individual pension savings across four different investment portfolios, and also to decide temporarily not to invest part or all of your vested benefits. This capital allocation can be adjusted at any time at no charge.
Through professional management and by taking advantage of all the investment possibilities allowed under Swiss law, both Pictet Foundations (2nd Pillar and 3rd Pillar A) seek to achieve higher longterm returns than accounts offering a preferential rate of interest.
Each of our portfolios is based on a particular investment strategy:
|Security||LPP/BVG-Short-Mid Term Bonds|
Documentation, forms and other publications related to our pension planning solutions.