For further information on pension planning

Follow the debate on the current and future status of occupational benefit schemes, and take a look at our selection of related press articles, publications, and web links. 

Our articles

Our positions

Miscellaneous resources

Useful links

 

Pension Planning and Law

Pension fund operations are dictated by a series of laws, ordinances, and regulations. Each member of a board of foundation should possess at least a basic understanding of this legal framework. Our three-module programme covers all the fundamental requirements.

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Module 1a

- 22 May 2012 in Lausanne

Pension Planning and Law - Introduction

Objectives

Present the general framework of LOB (Swiss Federal Law for Occupational Benefit Planning) - Convey the basic legal concepts - Introduce different regulations and explain their purpose - Familiarise participants with the role of supervision.

Online registration form

Module 1b

- 23 May 2012 in Lausanne

Pension Planning and Law - Advanced

Objectives

Present current legal topics - Provide information on the most recent elements of jurisprudence and their consequences - Outline the various streamlining measures laid out by the law - Present the taxation system for occupational benefit planning.

Online registration form

Module 1c

- 24 May 2012 in Lausanne

Pension Planning and Law - Selected Legal Topics

Objectives

Present current legal topics - Provide information on the most recent elements of jursipreudence and their consequences - Outline the various streamlining measures laid out by the law - Present the taxation system for occupational benefit planning.

Online registration form

Useful information and registration

On-line registration form (French)
On-line registration form (German)
Price, general terms and conditions
The complete training programme for Spring 2012 (in French and in German)