Most working people know that they pay contributions. Very few really understand how their pension works, and even fewer know what they could do to manage it better.
Yet there is no shortage of questions: what is the coordination deduction on my payslip? Can I use my 2nd pillar to buy a flat?
Is it better to take a pension or a lump sum on retirement?
This e-learning course finally provides clear answers – in 60 minutes, without jargon, using examples drawn from real-life situations.
Give your employees a practical tool to improve their financial health. A team that understands its pension is a more confident team – and an employer that stands out.
Offer your clients or prospects a learning resource that reflects your brand. The course can be customised with your logo and your own products.
The basics of OASI/IV (AHV/AVS), how the system works and the OASI 21 (AHV 21) reform
2nd pillar: BVG/LPP certificate, conversion rate, buy-ins, early retirement
Pillar 3a vs. 3b, bank vs. insurance solutions, taxation and withdrawal conditions
Optional, depending on your needs:
