Here you will find the right answers
The moneyland.ch forum lets you exchange knowledge on numerous topics related to money and get answers to your questions at any time. Join forum users and experts in discussions relating to banking, investment, insurance, retirement, telecom and everyday money topics.
Show categories
Do legal heirs inherit Swiss pillar 2 savings held in a vested benefits account in the event of the account holder passing on?
Hi there,
There are special rules governing the inheritance of assets held in Swiss vested benefits accounts. If a vested benefits account holder dies, the assets held in their vested benefits accounts can be claimed by legal heirs in the following priority:
1. Spouse or registered partner of the deceased. Dependent children of the deceased.
2. Individuals who are financially dependent on the deceased. Individual who lived with the deceased in a partnership for at least 5 consecutive years leading up to the death. Individuals who share dependent children with the deceased and care for these dependent children.
3. Non-dependent children of the deceased. Parents of the deceased. Siblings of the deceased.
4. Other legal heirs, as per Swiss inheritance rules.
Best regards from Moneyguru
More on this topic:
Vested benefits account comparison
Cheap bank accounts with card
Cheap bank accounts with card
UBS key4
50 KeyClub points as a welcome gift
Online private account with debit card
Radicant
High interest on your everyday account
Best exchange rates
Up to 1% of card spending as saveback in the investment portfolio
Bank WIR Bankpaket Top
Free account & card
No exchange fees for foreign payments (interbank exchange rates)
24 ATM withdrawals worldwide per year free of charge
Alpian
CHF 100 welcome bonus
Favorable foreign exchange rates
Multi-currency account with Visa card (CHF, EUR, USD, GBP)
Yuh
No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»
Deal of the Day 
Online private account
UBS key4
50 KeyClub points as a welcome gift
