Bridge any gap in your retirement income with a Pillar 3a account that benefits from Patterson Mills’ bespoke management.
Bridge any gap in your retirement income with a Pillar 3a account that benefits from Patterson Mills’ bespoke management.
Your Pillar 3a private pension plays a vital role in your retirement planning and deserves strategic focus.
At Patterson Mills, we offer bespoke Pillar 3a management services tailored to both insured and non-insured accounts. Our approach ensures your Pillar 3a investments are expertly managed and seamlessly aligned with your broader Patterson Mills investment strategy.
As independent Advisers, we partner with a range of leading Pillar 3a institutions and are able to provide you with a solution that complements and enhances your retirement planning.
Take the first step towards optimising your pension today— click here to connect with our dedicated team. We are confident you will be glad you did.
Understanding the Two Types of Pillar 3a Accounts
Pillar 3a accounts fall into two categories: insured and non-insured.
Choosing the Right Option
The best Pillar 3a solution depends on your individual circumstances. Non-insured accounts often provide broader investment options and easier transferability, whilst insured accounts come with an insurance element and can involve early termination fees, so read your contract in full before signing.
Importantly, you are also not limited to a single account and may even find it beneficial to open a new Pillar 3a account when an existing one nears around CHF 50,000, as this can simplify future withdrawals.
Our team works with you to ensure your pension planning aligns with your goals, offering the flexibility and security that best suits your needs.
Get in touch today to explore how we can support your retirement planning.
Experience over 37 years tells us that everyone really is different. The complexities of Pillar 3a pension provisions can seem intimidating. With the myriad of differing tax rules, investment regulations, and more, it can be extremely challenging to know whether or not your money is working as efficiently as possible for you.
This is where we come in.
With our specialist advice service at Patterson Mills, which is tailored to ensuring you have the best possible chance of financial independence in retirement, we are well versed in the differing types of solutions available to you for your Pillar 3a and wider investments.
There is no one-size-fits-all solution. However, being completely independent, we have ensured that our access to the entire market enables us to offer our Clients a service that is just as distinctive as them.
To find out what you may be missing, get in touch. You have nothing to lose and potentially much to gain.
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Patterson-Mills Sàrl is powered by Lawsons Network and operates as an Appointed Representative. We benefit from their regulatory infrastructure and cutting-edge software, enabling us to safeguard and enhance your wealth. Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – F01379525), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.
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