Skip to content
Get in touch

How we think, before we act.

Concrete staircase with a slender railing against a bright wall, rising diagonally
Blog • 30.10.2026

1e Pension Plans: Choosing a Strategy and Bearing the Risk

The salary threshold for a 1e plan (2026: CHF 136,080, from 2027: CHF 138,240), how the choice of strategy works, and what applies on departure, withdrawal and insolvency. The insured person bears the investment risk alone.

Read more
Categories

Browse topics

Pillar 3a Tied private pension provision within the Swiss three-pillar system. Vested Benefits What happens to your retirement capital when you leave your pension fund. Financial Advice What financial advice covers and how it is regulated. Multi-Family Office & Succession How a Multi-Family Office guides families and arranges wealth succession across generations.
View all topics Finance Glossary

Guides

Two pages each on a question that comes up for investors in Switzerland with assets of half a million francs or more. Sent as a PDF.

When Markets Fall: What Your Reaction Costs Prices are falling, and you feel the urge to act. Lump Sum or Pension: The Numbers Behind the Decision Retirement brings a decision that is hard to undo afterwards: a pension or a lump sum from your pension fund. Inheritance: What to Sort Out Now You inherit a portfolio worth two million francs and a flat.
View all guides