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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingChêne-BourgPrévoyance Romande
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Prévoyance Romande

Independent brand

Summary

About the brand

Prévoyance Romande provides services for analysing and optimising occupational pension coverage and the third pillar. The company focuses on reviewing LPP/BVG statements, assessing possible buy-ins, and estimating contribution and tax-related room.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & ConsultingPension Funds
✓ Offered7
Pension Fund and Pillar 3a Review
Pension fund and Pillar 3a review with analysis of the pension certificate, estimated buy-in potential, 3a contribution margin and pension-versus-capital comparison; free with personal callback.
LPP and Pillar 3a Calculator
LPP and Pillar 3a calculator to estimate 3a margin, LPP buy-in potential, projected capital and pension using age, salary, canton and status.
LPP Pension Certificate Check
Review of the LPP pension certificate covering key figures such as current assets, pension gap, coordinated salary, risk benefits and projection to age 65.
Pillar 3a Contribution and Cap Guidance
Guidance on the 3a maximum amount, remaining contribution margin, tax deductibility and coordination with LPP depending on resident or cross-border status.
LPP Buy-in Advice
Advice on voluntary LPP buy-ins with assessment of buy-in potential, possible tax impact, deadlines and coordination with 3a and pension-versus-capital choices.
Pension or Capital Choice Advice
Comparison of pension annuity and lump-sum withdrawal options in occupational pension provision using the pension certificate, buy-in potential and personal situation.
Cross-border Pension Advice
Pension advice for cross-border commuters in Romandie focusing on LPP, pillar 3a, quasi-resident status and cantonal tax rules, especially Geneva and Vaud.
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Location

Rue de Genève 2
1225 Chêne-Bourg

At a glance

Appears as
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Employees
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