Courses

Participants will

• draw up and/or review their own plans for the future
• gain an overview of the pension options open to them and their financial prospects in retirement
• learn the key questions, decisions and aspects involved in good retirement planning
• analyse the success factors for a happy and fulfilling retirement

• Potential options on retirement in line with pension plan regulations
• Pros and cons of (early) retirement
• Future expectations versus reality
• Tips on financial and pension matters in relation to retirement
• Budget planning

Participants must be over 55. 

CHF 200.00    per active member

CHF 100.00    per spouse or life partner accompanying an active member (please note under “Remarks” on the sign-up form)

We will charge the course cost to your employer. Please check whether your employer will pass the cost on to you.

The online courses are held via Microsoft Teams.

Swiss Federal Pension Fund PUBLICA, Eigerstrasse 57, 3007 Bern 

Please introduce yourself at reception.
Please note that there are no parking spaces available at PUBLICA. 

«Ready for Retirement» course for active members of the ETH Domain, Swissmedic, IGE, RAB, FINMA, ENSI, PUBLICA, SNM, METAS and Affiliated Organisations pension plans. 

Sign up here

You will not be charged if you cancel with at least 30 days’ notice in writing. After that, your employer will be charged the full course cost. If you have to cancel, you can nominate another active member to take your place at the same time. 

Franca Micoccio, Tel. +41 58 485 21 74 

Participants will
•    learn about the need to start planning for their financial future after turning 40
•    understand their options for optimising the three pillars of the Swiss pension system in line with their expected retirement age
•    learn tips on pension, financial, tax, marital property and inheritance rules
•    be equipped with the knowledge they need to take charge of their own pension provi-sion
 

•    Overview of benefits and purposes of the Swiss pension system’s three pillars
•    Benefits, pension calculation and withdrawal options for OASI
•    Optimisation options relating to pension fund buy-ins and voluntary savings contribu-tions as well as benefits and withdrawal options offered by PUBLICA
•    Financial, pension and budget planning: alternatives to a pension fund buy-in
•    When does a pension fund buy-in make sense?
•    What needs to be borne in mind, which decisions need to be made and when?
•    Optimisation options from the pension and tax perspectives
•    Reducing taxable income
•    Provisions of marital property and inheritance law plus other key rules and precautions, e.g. power of attorney
•    Obtaining information and support

Participants must be over 40.

CHF 200 per active member. We will charge the course cost to your employer. Please check whether your employer will pass the cost on to you.

The online courses are held via Microsoft Teams.

Swiss Federal Pension Fund PUBLICA, Eigerstrasse 57, 3007 Bern

Please introduce yourself at reception.
Please note that there are no parking spaces available at PUBLICA.

«Pensions and Finance» course for active members of the ETH Domain, Swissmedic, IGE, RAB, FINMA, ENSI, PUBLICA, SNM, METAS and Affiliated Organisations pension plans. 

Sign up here

You will not be charged if you cancel with at least 30 days’ notice in writing. After that, your employer will be charged the full course cost. If you have to cancel, you can nominate another active member to take your place at the same time. 

Franca Micoccio, Tel. +41 58 485 21 74