How to save money with the Swiss pension plan

12. November 2026

11:45 am - 01:45 pm

Englisch

Beschreibung / Description

The Swiss pension system offers a range of opportunities for long-term retirement planning, asset building, and tax-efficient savings.

The webinar provides an overview of the Swiss pension framework, with particular focus on the second and third pillar, how to understand and assess one’s individual pension plan, and the available options for withdrawals and investments.

It also highlights potential tax savings, the role of investment-based solutions in retirement planning, and relevant cantonal differences.

Inhalte / Content:

– Swiss pension system
– 2nd and 3rd pillar
– Understanding your Swiss pension plan
– Withdrawal possibilities
– Investment possibilities

Zielgruppe / Target group:

English-speaking participants, HR professionals, and expats or other foreign professionals from a wide range of occupational backgrounds who seek practical guidance on Swiss legal framework and practices in Switzerland.
The speaker will receive the participant list prior to the webinar.

Kosten / Investment:

Members: free of charge – the webinar is already included in the annual membership fee.
Non-members: CHF 90.–

Kontakt / Contact: Iuliana Stapfer

Referent/in / Speaker

Dagmar Richardson
Global Mobility Manager
International HR Services AG, Zug

Cyrill Habegger
Lic. iur., Certified Tax Expert

Head of Tax at PensExpert, he specialises in individual taxation in national and international contexts, as well as cross-border social security matters. He has been active in tax consulting since 2007, with previous roles in Global Mobility at a Big Four firm and as Head of Expatriates at BDO. He regularly publishes and teaches on withholding tax and the intersection of taxation and pension planning.

Anmeldung / Registration