Occupational retirement planning: pillar 2 Two employers: important points regarding pension funds
When it comes to pillar 2 pension planning, special rules apply to employees with more than one employer. What you need to bear in mind.
Assets, interest and capital earnings are tax-exempt until withdrawal.
Should you take a career break, change jobs or move abroad.
Invest your retirement savings with no minimum deposit.
Open the form by clicking “Download form now.”
Send the completed and signed form to your existing vested benefits foundation or pension fund.
Your pension fund or vested benefits foundation will prepare a termination settlement and transfer your assets to the UBS vested benefits foundation.*
* You will receive a letter with your account number to confirm that the payment has been received.
Add investment option into your vested benefit asset
When it comes to pillar 2 pension planning, special rules apply to employees with more than one employer. What you need to bear in mind.
Insured persons receive a pension fund statement once a year. If you understand the information in it correctly, you can optimize your occupational pension for old age and the event of death or disability.
How much BVG pension can I expect? The conversion rate is used to calculate the annual BVG pension from the existing retirement assets. You should know the following facts to be able to make a realistic assessment.