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Your financial future is in your hands. How are your retirement savings really doing? Only 37% of people fully understand their retirement planning. Our pensions portal helps AXA customers understand their financial situation. It features a step-by-step guide that lets you calculate your future pension and identify any potential gaps in your retirement savings early on. You’ll know what you need so you can work towards a secure retirement and plan with confidence.
Our pensions portal is the easy way to calculate your future benefits from your OASI pension, your pension fund pension and your Pillar 3a accounts. It gives you an overview of your retirement savings in Pillars 1-3 anytime you want so you can keep track of what your financial situation will look like in your old age.Plan your financial future yourself and make retirement decisions based on your actual retirement savings situation.
You will need a myAXA account if you’re interested in using the AXA pensions portal to gain an overview of your retirement savings at a glance. This service is only available to customers who have already purchased an AXA product. No contract with AXA? Then you can use our OASI calculator that’s available to everyone to calculate what benefits you’ll receive from Pillar 1.
The best of both worlds: You can use the self-advising option in our pensions portal to get an overview of your retirement savings situation. If you want more assistance, our personal retirement planning advisors are ready to help you at any time. Our retirement planning consultants use the information you provide in order to advise you on your current situation.
You’ll receive answers to all your key questions about your retirement savings situation. What do my current savings look like across all three pillars? Do I have any gaps in my pension? And how does buying into the pension fund or Pillar 3 affect my taxes and retirement savings?
Self-advice is easy and intuitively designed. You will be guided through the step-by-step process in the AXA portal on how to enter all the key data about your retirement savings. At the end, you’ll receive an easy-to-understand chart detailing your financial situation.
You will need the following documents for a detailed analysis:
The purpose of the three-pillar pension system is to provide financial security for people in Switzerland in old age and in the event of disability or death.
By making voluntary payments into a Pillar 3a restricted retirement account or Pillar 3b flexible retirement account, you can close income gaps from Pillars 1 and 2.
If you want to build your savings for retirement reliably and over the long term, you’ll do best with targeted investments in diversified equities.
