EXPERTISE. CLARITY. COMMITMENT.
The Valais and Vaud inheritance and gift tax systems are evolving to offer a more advantageous framework for families and donees. Find out more about these changes.
Where do we stand today in our country in terms of equal opportunities for men and women?
SME executives and HR managers facing the integration of AI in their companies.
Explore the advantages of life annuities (3B) to secure your retirement with tax changes planned from 2025.
As experts in occupational pensions, we’re seeing a major shift in the way the Swiss choose to receive their money in retirement. Let’s take a look at these new trends, which could influence your own retirement strategy.
After years of debate, the Federal Council has taken a decisive step towards modernizing the Swiss AHV survivors’ pension system. It has adopted a message to Parliament proposing an amendment to the Old-Age and Survivors’ Insurance Act (OASI). What are the main implications of this historic reform?
Switzerland: remarkable stability Our pension system remains in 12th place worldwide, with a score of 71.5 points, down slightly on 2023 (72.0 points). This stability, in a fluctuating global economic context, demonstrates the resilience of our three-pillar model. A contrasting global panorama The Netherlands confirms its leadership with an impressive score of 84.8 points, while…
Optimize your retirement with a pension purchase: In a context where retirement planning is becoming increasingly crucial, pension purchases are becoming an attractive solution for many Swiss employees.
AHV/IV pensions will be increased by 2.9% on January 1, 2025, to bring them into line with price and wage trends.
The Federal Council has adopted the ordinance regulating the activities of insurance intermediaries. This ordinance makes compulsory the points of the industry agreement that were previously applied on a voluntary basis, namely the ban on cold calling, the limitation of remuneration for intermediary activities, and the drawing up and signing of minutes of advisory meetings.