SwissCham Event – Swiss Social Security and Pensions Funds: What Swiss expats need to know

Professional advices to issues that Swiss expats have to deal with when it comes to pension, social security and tax-related questions.

Event Details


Hotel Sofitel Hyland Shanghai, 4F
505 Nanjing Road East, near Fujian lu, Shanghai, China


October 22, 2014 from 12:30 am to 2:30 am Asia/Shanghai (UTC+08:00)


SwissCham Member 180RMB/Non-Member 250RMB

As Swiss citizen living abroad it is not always easy to keep up with the changes and new developments concerning the Swiss social security funds (AHV/AVS) and the Swiss pension funds (BVG/LPP). At today’s presentation, Max Jucker of Swiss Life Insurance will address these questions and provide examples and case studies, including the following:

AHV/AVS – How high is my pension from AHV/AVS despite some missing contributory years?
AHV/AVS – Why do many Swiss who are living abroad don’t pay the optional AHV/AVS?
AHV/AVS - Alternatives to the optional AHV/AVS.
BVG/LPP – What happens with my BVG/LPP money back in Switzerland?
BVG/LPP – Where is my BVG/ money in Switzerland – Money in the collecting device?
BVG/LPP – Does it make sense from a tax point-of-view to withdraw money before reaching 65 years of age?
BVG/LPP – Alternatives to the BVG/LPP

Safety of the money in Switzerland:

  • The possibilities for hedging the money in case of death according to AHV/AVS and BVG/LPP
  • Example calculation from a Swiss living abroad for retirement planning
  • Tax optimization from a Swiss point-of-view

Program Rundown
08:30 am – 09:10 am Registration & Breakfast
09:10 am – 10:10 am Presentation by Mr. Max Jucker, Q&A
10:10 am – 10:30 am Networking

Language: English

Payment should be made by CASH ONLY at the registration desk.

RSVP: Please register by 20th October


max jucker

Mr. Max Jucker is managing the Swiss Abroad Agency of Swiss Life in Zurich for the last 5 years and has extensive knowledge and experience with issues that Swiss expats have to deal with. Mr. Jucker will share his advices for Swiss citizens who live abroad when it comes to pension, social security and tax-related questions.