Retirement Planning – Blackden Financial: Financial Planning for expats

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Guides to financial planning - Retirement

One of the key foundations of your Lifetime Financial Plan is your retirement strategy.

Taking positive action today will not only save you money, but also prevent future problems.

In this guide, you will find the most relevant aspects that you should consider when you are living in Switzerland and planning for retirement.

• Are you saving tax-efficiently?
• How does your plan affect your family?
• When should you do voluntary purchases to your 2nd pillar?
• Annuity, Lump-sum or both?
• Can you have more than a 3a pillar account? Why?

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We are a Lifetime Financial Planning firm
specialising in offering independent advice
to the international community.

Blackden Financial S.A. (Registered office: 22 Chemin du Nantet, 1245 Collonge Bellerive, Switzerland) is regulated by the Association Romande des Intermédiaires Financiers (ARIF), a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). Blackden Financial is also registered as an insurance intermediary with the Swiss Financial Markets Supervisory Authority (FINMA), and a founding member of The Federation of European Independent Financial Advisors (FEIFA), a not for profit trade organisation whose broad aim is to improve the quality of advice offered by the independent financial sector in Europe.