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Switzerland

The Swiss Pension System

Switzerland's retirement system is built on three pillars. Understanding how they work together is essential for anyone living and working in Switzerland, because the system is designed with a gap that only you can fill.

The three pillars at a glance

The Swiss system splits retirement funding into three layers. Each has a different role, different rules, and a different level of control from you. The idea is that no single pillar is enough on its own. Together, they should maintain your standard of living after you stop working.

1

State Pension (AHV/AVS)

Covers basic needs

Mandatory for everyone who lives or works in Switzerland. Funded by payroll deductions (employer + employee). Pays a fixed pension at retirement. Maximum CHF 2,520/month for a single person (2026).

2

Occupational Pension (LPP/BVG)

Maintains your standard of living

Mandatory for employees earning above CHF 22,680/year. Employer and employee both contribute. Amount depends on your salary and years of service. Paid as annuity, capital, or a mix.

3

Private Savings (3a & 3b)

Fills the gap + provides flexibility

Voluntary. Pillar 3a is tax-advantaged (deductible contributions, tax-free growth). Pillar 3b is regular savings and investments with no special tax treatment (except in Geneva and Fribourg).

The income replacement target

The system is designed so that pillars 1 + 2 together replace about 60% of your last salary. The 3rd pillar should cover the remaining 40%. In practice, the gap is often larger than expected.

1st Pillar
~25%
2nd Pillar
~35%
3rd Pillar
~40%

Approximate breakdown for a median salary. The exact split depends on your income, contribution years, pension fund, and personal savings. Higher earners have a bigger gap because the 1st and 2nd pillars are capped.

1st Pillar: the state pension (AHV/AVS)

The AHV (Alters- und Hinterlassenenversicherung) is the foundation. Everyone who lives or works in Switzerland contributes, and everyone receives a pension at retirement. It's a solidarity system: today's workers pay for today's retirees.

How it's funded

Both employees and employers pay 4.35% of the gross salary each (8.7% total). Self-employed pay the full contribution themselves (at a slightly reduced rate). You start contributing from age 18 (or 21 if not employed) and need 44 years of contributions for the full pension.

What you receive (2026)

Minimum pension (incomplete contributions)CHF 1,260/month
Maximum pension (single person)CHF 2,520/month
Maximum pension (married couple, combined)CHF 3,780/month

The amount depends on your average income and contribution years. Most people who worked full-time in Switzerland for their entire career receive close to the maximum. The married couple cap is 150% of the single maximum.

New in 2026

13th AHV pension

Starting December 2026, retirees receive an additional month's pension per year (the "13th pension," approved by popular vote). For the maximum pension, that's an extra CHF 2,520/year, bringing the annual total from CHF 30,240 to CHF 32,760. The 13th pension is calculated as one-twelfth of the total pension received during the year. It applies only to retirement pensions, not to survivor or disability pensions.

Even with the 13th pension, CHF 2,520/month covers basic living costs in rural areas but is nowhere near enough in Zurich, Geneva, or Basel. This is by design: the 1st pillar was never meant to be your only retirement income. It's the safety net, not the whole plan.

Retirement age

The official retirement age is 65 for both men and women (women transitioning from 64 to 65 between 2026-2028 under the AHV21 reform). You can:

  • Retire early from age 63, with a permanent reduction of 6.8% per year of early retirement
  • Defer retirement up to age 70, with a permanent increase of 5.2% per year of deferral

2nd Pillar: the occupational pension (LPP/BVG)

The 2nd pillar is your employer-based pension. Unlike the 1st pillar (solidarity-based), the 2nd pillar is a savings system: you and your employer contribute to your individual account, and the accumulated capital is what funds your retirement.

Contributions are split between you and your employer (at least 50/50 by law, often more favorable). They increase with age: 7% of the insured salary at age 25-34, up to 18% at age 55-64. The money is managed by your employer's pension fund.

At retirement, you can take your 2nd pillar as a monthly pension (annuity), a lump sum (capital), or a combination. The conversion rate (currently 6.8% BVG minimum) determines how much annual pension each CHF 100,000 of capital generates.

Key numbers (2026)

Entry thresholdCHF 22,680/year salary
Coordination deductionCHF 26,460
Maximum insured salaryCHF 90,720
BVG minimum interest rate1.25%
BVG minimum conversion rate6.8%

The 2nd pillar also provides death and disability insurance. If you die or become disabled, your family receives benefits. These are included automatically, funded by a portion of your contributions.

3rd Pillar: private savings (3a & 3b)

The 3rd pillar is where you take control. It's voluntary, and it's the only pillar where you decide how much to save, where to invest, and when to access the money (within certain rules for 3a).

Pillar 3a (tied/tax-advantaged)

Contributions are fully tax-deductible (up to CHF 7,258/year for employees in 2026). Money grows tax-free inside the account. The catch: funds are locked until 5 years before retirement, with exceptions for home purchase, self-employment, or leaving Switzerland. The best providers (VIAC, Finpension) let you invest up to 99% in stocks with fees under 0.40%.

Pillar 3b (flexible)

Technically, everything you save and invest outside of 3a is "pillar 3b." In practice though, the term "3b" is mostly used by the insurance industry to sell life insurance products. Your brokerage account with ETFs is technically also 3b, but nobody calls it that. No contribution limits, no lock-in, but no federal tax deduction either (Geneva and Fribourg offer small cantonal deductions, but only on 3b insurance products). The big advantage: capital gains on securities are tax-free for Swiss private individuals.

The priority order

1

Max out pillar 3a (CHF 7,258). Guaranteed tax savings, every year.

2

Invest the rest in a brokerage (pillar 3b). Low-cost ETFs, accumulating, tax-free capital gains.

3

Consider 2nd pillar buy-ins only if close to retirement and you've maxed out the above.

The pension gap: why the system isn't enough

On paper, pillars 1 + 2 replace 60% of your salary. In practice, the gap is often bigger:

  • The 1st pillar is capped. Whether you earn CHF 80,000 or CHF 200,000, the maximum AHV pension is CHF 2,520/month. Higher earners replace a smaller percentage.
  • The 2nd pillar conversion rate is declining. The 6.8% BVG minimum rate is under political pressure. Many pension funds already apply lower rates on the super-mandatory portion (5.0-5.5%). Future retirees will get less pension per franc saved.
  • Inflation erodes purchasing power. AHV pensions are adjusted periodically but not always enough. 2nd pillar annuities are generally not indexed to inflation at all, meaning your pension buys less every year.
  • Career gaps reduce benefits. Time abroad, part-time work, career breaks, or late entry into the Swiss workforce all reduce your 1st and 2nd pillar benefits.

Example: the real gap for a CHF 100,000 salary

Last gross salaryCHF 100,000/year
Monthly income (after tax, ~CHF 6,500)CHF 6,500/month
1st Pillar (AHV, max)+ CHF 2,520/month
2nd Pillar (estimated annuity)+ CHF 1,800/month
Total pillars 1 + 2CHF 4,320/month
Gap vs. pre-retirement incomeCHF 2,180/month

That's a CHF 26,000/year gap. Over 20+ years of retirement, you need roughly CHF 500,000-650,000 from your 3rd pillar and personal savings to maintain the same lifestyle. This is why starting early with pillar 3a and investing matters so much.

How Boring Money helps you fill the gap

The pension gap closes with consistent saving and investing. Boring Money gives you the visibility to make it happen:

  • Track your savings rate to ensure you're putting enough aside each month to max out your 3a and invest beyond it.
  • See your complete net worth including liquid assets, 3a, 2nd pillar, and brokerage investments. One number that shows your retirement readiness.
  • Use budgets to control spending and free up room for 3a contributions and investing. CHF 605/month is all you need to max out your 3a.
  • Track your ETF portfolio as it grows through DCA and compound interest. The net worth chart makes the progress visible.

Don't rely on pillars 1 and 2 alone. Track your savings, investments, and net worth to close the gap.

Start closing your pension gap

Frequently asked questions

I just moved to Switzerland. What should I do first?

Your employer handles the 1st and 2nd pillars automatically (deducted from your salary). Your priority: open a pillar 3a account (VIAC or Finpension) as soon as you start earning. You can contribute for the current calendar year until December 31st. Every year you miss is a year of tax savings lost. Also set up a brokerage account for investing beyond the 3a.

Can I rely on just pillars 1 and 2?

Only if you're comfortable with a significant income drop. Pillars 1 + 2 target 60% of your pre-retirement salary, and in practice often deliver less (especially with declining conversion rates). If you earn CHF 80,000+, the gap is substantial. The 3rd pillar isn't optional, it's essential for maintaining your lifestyle.

What if I work part-time?

Part-time workers are particularly vulnerable. The coordination deduction (CHF 26,460) is applied in full regardless of your work percentage, which means a larger share of your salary falls outside the insured range. Some employers adjust the deduction for part-time workers, but not all. Check your pension certificate and compensate with higher 3a contributions.

I'm self-employed. Am I covered?

You contribute to the 1st pillar (AHV) on your income, so the state pension is covered. But you're not automatically enrolled in a 2nd pillar. You can join one voluntarily or compensate with the higher pillar 3a limit (up to CHF 36,288/year without a 2nd pillar) and personal investments. Many self-employed people rely heavily on their 3rd pillar and personal net worth for retirement.

What happens if I leave Switzerland before retirement?

1st pillar: you keep your AHV credits and can claim a pension later (from any country) based on your contribution years. 2nd pillar: your balance goes to a vested benefits account. If you move outside EU/EFTA, you can withdraw the full amount. Within EU/EFTA, only the super-mandatory portion can be withdrawn. 3rd pillar (3a): can be withdrawn in full when leaving permanently, taxed at the reduced capital rate.

Ready to take control of your retirement?

Track your savings, investments, and net worth. See how all three pillars add up with Boring Money.

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