Swiss pillar 3b inheritance limitations

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  • BenutzernameMoneyland User Questions
  • Status Member
  • Registriert seit1/27/17
  • Beiträge2142

Are there any rules regulating who inherits Swiss pillar 3b retirement savings if their owner dies?

 
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  • BenutzernameMoneyguru von moneyland.ch
  • OrtSchweiz
  • Status Expert
  • Registriert seit8/4/15
  • Beiträge4072

Hi there,

Private retirement savings are subject to standard Swiss inheritance rules.

Best regards from Moneyguru

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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

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  • High interest on your everyday account

  • Best exchange rates

  • Up to 1% of card spending as saveback in the investment portfolio

Free bank account

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  • No account fees

  • Banking partner: Swissquote & Postfinance

  • CHF 20 trading credit with code «YUHMONEYLAND»

Swiss digital bank

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  • CHF 100 welcome bonus

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  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Online private account

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  • 50 KeyClub points as a welcome gift

  • Online private account with debit card

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