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Swiss pensions and retirement, explained

A plain-language reference for Swiss retirement: how AHV, your pension fund and Pillar 3a work together, what tax a capital withdrawal triggers in your canton, and what retiring early actually costs. Written for Switzerland, with the official source named in every guide.

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Free during the public beta, no card required. Live in 12 cantons, with more rolling out through 2026.

The three pillars

How AHV, your pension fund and Pillar 3a fit together, and what each one will actually pay you.

  • The three-pillar system→
  • How the AHV pension is calculated→
  • How your pension fund works→
  • Pillar 3a explained→

Tax on withdrawals

What you pay when capital leaves your pension fund or a 3a account, and why the canton you live in changes the bill.

  • How pension capital is taxed→
  • Staggering withdrawals→

Retiring early

What leaving before the reference age costs, and how to fund the years before your AHV starts.

  • What retiring early costs→
  • Bridging the years to the AHV→
  • AHV when you are not working→

The big decisions

The choices you make once and cannot undo: pension or lump sum, whether to buy in, and in what order to draw.

  • Pension or lump sum→
  • Pension-fund buy-ins→

Life situations

Self-employment, cross-border work, leaving Switzerland, and what happens to a partner’s provision.

  • Provision for the self-employed→
  • Cross-border workers→
  • Survivor benefits→
  • Leaving Switzerland→

Later-life costs

Care, nursing-home fees and the health costs that arrive late in a plan.

  • Care and nursing-home costs→
Create your plan

Free during the public beta, no card required. Live in 12 cantons, with more rolling out through 2026.

Public Beta · 2026

Designing your financial future shouldn't feel like guesswork.


Live in ZH, BS, BL, AG, LU, SO, SZ, ZG, BE, SG, TG, and GR. More cantons rolling out through 2026.

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SORVA™Swiss Financial Planning PlatformPublic Beta

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Important Disclaimer

SORVA provides deterministic mathematical simulations for generic financial and tax planning. The platform does not recommend, broker, or evaluate specific financial instruments, and its outputs do not constitute investment advice or a financial service under the Swiss Financial Services Act (FinSA / FIDLEG). All projections are estimates based on user inputs and current cantonal tax models. They are not legally binding. SORVA assumes no liability for the accuracy of these calculations. Users must consult a certified tax expert or licensed financial advisor before executing legal, tax, or investment decisions.

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