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Vested benefits custody account

05.10.2021

Repayment of the WEF advance withdrawal

In contrast to the 3rd pillar, an advance withdrawal for home ownership can be paid back from the 2nd pillar. Advantages of a repayment A repayment can have the following advantages: A repayment can have the following benefits: Tax refund and deferral: The tax paid on the lump-sum payment as part of …

18.08.2021

Should you invest your Pillar 3a in securities?

This article shows why it is worth investing the 3rd pillar in securities and what to consider when selecting an investment solution. Long investment horizon opens up opportunities for returns A long investment horizon is the key when you want to invest money. The reason is relatively simple. If you only have a short time …

18.08.2021

Who receives the vested benefits account in the case of death?

If someone who has a vested benefits account dies, the obvious conclusion is that this money will be distributed to the inheritors. But this is not the case. In this article, we explain why and how vested benefits are distributed. Protection of surviving relatives from the financial consequences of death Vested pension assets do not …

09.08.2021

What costs can be incurred with pension funds?

Good providers provide transparent information about the costs that can arise with investment funds. We show what these costs are.

02.06.2021

Pillar 3a: What characterizes a good securities solution?

A good securities solution is characterised by high performance. However, costs that are not deducted from the fund's performance must be taken into account.

01.06.2021

Comparison of vested benefit funds

The vested benefit portfolios usually consists of pension funds. Compare the fees and performance of these funds.

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