As retirement age approaches, the question of whether to draw retirement assets in the form of an annuity or a lump sum becomes increasingly relevant. You are about to retire and have to decide in which form you would like to receive your future pension benefits?

Our expert answers the most important questions you should consider when making your decision:

  • What are the success factors for the decision annuity or lump sum and when should I decide on which subscription strategy?
  • Are there tax differences in the strategies?
  • Does a pension fund purchase make sense at all today?
  • What are the legal pitfalls to be aware of?
  • What are the most important trends in the Swiss pension landscape with regard to pension assets?

This event is aimed in particular at people who are about to retire. Of course, everyone who is interested in the topic is welcome to participate.

Following the presentation, we will offer you a sandwich lunch.
Participation in this event is free of charge.
We’re looking forward to your binding registration.

09 November

Financial Bites: Annuity or lump sum?

Date & time:
09. November 2023 12:00 - 13:00
Add to calendar 09-11-2023 12:00 09-11-2023 13:00 Europe/Zurich Financial Bites: Annuity or lump sum? Zürich
Event location

Credit Suisse
Europaallee 26
8004 Zurich