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Swiss pillar 3b inheritance limitations

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Forum Retirement Forum Pillar 3 Swiss pillar 3b inheritance limitations

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

September 27, 2017, 1:55:14 PM

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

BenutzernameMoneyguru von moneyland.ch
OrtSchweiz
Status Expert
Registriert seit8/4/15
Beiträge4018

September 27, 2017, 1:59:34 PM

Hi there,

Private retirement savings are subject to standard Swiss inheritance rules.

Best regards from Moneyguru

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