General Questions On Total Assets Incl. Pension Provision Assets (8 Questions)
Do I know what my total assets amount to, including all pension provision assets?
Yes
No
Do I have an overview on how my pension provision assets are being managed?
Yes
No
Are my total assets (incl. pension provision assets) invested in a diversified way?
Yes
No
Unknown
Does the investment of my total assets correspond to my capacity for risk and predisposition to risk?
Yes
No
Unknown
Can I maintain my standard of living in old age?
Yes
No
Unknown
Can I afford to take early retirement, taking into account all my assets?
Yes
No
Unknown
Have I arranged the inheritance of my assets for my total capital, in so far as is possible?
Yes
No
Are my total assets (incl. pension provision assets) invested in the best possible way in terms of tax?
Yes
No
Unknown
Pension Provision, Pillar 1 (6 questions)
Is it worth my while to start making withdrawals from my Swiss state pension 1 or 2 years early?
Yes
No
Unknown
Is it advisable for me to postpone the start of my Swiss state pension by 1 to 5 years?
Yes
No
Unknown
Do I know all the reductions and bonuses involved in early withdrawal and postponement of the Swiss state pension?
Yes
No
Am I legally obliged to pay contributions to the Swiss state scheme for unemployment insurance ?
Yes
No
Unknown
Am I familiar with the issues regarding the forthcoming revision of the Swiss state pension?
Yes
No
Am I familiar with the tax consequences in connection with Swiss state pensions?
Yes
No
Pension Provision, Pillar 2 (13 Questions)
Should I bring forward capital withdrawals from my pension?
Yes
No
Unknown
Should I buy into the pension fund?
Yes
No
Unknown
Should I make early withdrawals from the Swiss state system for home ownership support and repay mortgages?
Yes
No
Unknown
Inapplicable
Should I as a self-employed person voluntarily join the system for state pension provision?
Yes
No
Unknown
Inapplicable
Do I as a self-employed person know the advantages of state pension provision?
Yes
No
Inapplicable
Do I know the stipulations for an early withdrawal of capital or of state support funds (from the home ownership support scheme) ?
Yes
No
When changing job, must I transfer all the vested benefits capital?
Yes
No
Unknown
Is my vested benefits capital individually invested, within the scope of a portfolio solution?
Yes
No
Unknown
Do I know the preconditions for ending pension provision relationships of Pillar 2 ?
Yes
No
Do I know the maturity dates for my credit balances from professional pension provision arrangements and vested benefits capital ?
Yes
No
Am I familiar with the tax consequences in connection with Swiss state pensions and with capital withdrawals from the Swiss state pension?
Yes
No
Am I familiar with the consequences in connection with early withdrawals from the Swiss state system of home ownership support?
Yes
No
Inapplicable
Do I know the pre-tax and post-tax returns on buying into the pension fund?
Yes
No
Pension Provision, Pillar 3a (7 Questions)
Do I know and use all the possibilities for preferential treatment?
Yes
No
Do I maintain separate accounts for a graduated withdrawal from Pillar 3a?
Yes
No
Do I know the difference between Pillar 3a as an insurance solution and as a bank solution?
Yes
No
Do I know the maturity dates for credit balances in Pillar 3a?
Yes
No
Does the beneficiary stipulation for Pillar 3a credit balances correspond to my explicitly-stated wishes?
Yes
No
Unknown
Inapplicable
Am I familiar with the tax consequences in connection with the payout of Pillar 3a credit balances?
Yes
No
Do I know the pre-tax and post-tax rates of return for my Pillar 3a credit balances?
Yes
No
Pension Provision, Pillar 3b (4 Questions)
Within the scope of Pillar 3b, does my insurance policy serve my pension provision goals from a tax perspective?
Yes
No
Unknown
Inapplicable
Does the beneficiary stipulation for the Pillar 3b credit balances correspond to my explicitly-stated wishes?
Yes
No
Unknown
Inapplicable
Is my insurance policy within Pillar 3b tax-free upon payout?
Yes
No
Unknown
Inapplicable
Do I know the pre-tax and post-tax rates of return for my Pillar 3b credit balances?
Yes
No
Inapplicable
