Assessing your pension, disability, and life insurance coverage

Because life doesn't always go according to plan, every once in a while you should review your pension and insurance coverage under the Swiss three-pillar system. Are you putting enough away for retirement? How would your family get by if you suffered a serious accident or illness or died prematurely? At BCV, we offer a range of products to make sure you and your family have the protection you need.

Details

Our advisors are here to help

Our advisors will sit down with you to take a detailed look at your retirement and disability coverage and life insurance. This service is intended primarily for Swiss residents aged 35 to 50. You will walk away with a comprehensive review of your situation, along with recommended strategies for filling in any gaps.

How often should you assess your coverage?

Life's major milestones are perfect opportunities to review your retirement, disability and life insurance coverage:

  • If you get married or enter a registered partnershipIf you have a new baby
  • If you make a career changeIf you get divorced
  • If your retirement is approaching

Any important changes in the law would be another reason to review your coverage.

Next step

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Banque Cantonale Vaudoise Place Saint-François 14 Case Postale 300 1003 Lausanne

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We're available Monday to Friday, from 8:00 am to 6:00 pm

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