​OCCUPATIONALBENEFITS​​

​OCCUPATIONALBENEFITS​​

The Edmond de Rothschild (Suisse) SA bank gives you access to flexible and tailor-made occupational benefits solutions adapted to companies, self-employed workers and to those wishing to open a vested benefits account.

​​​OCCUPATIONAL BENEFITS FOR YOUR COMPANY

 

Edmond de Rothschild (Suisse) SA advises you. You benefit from expert advice and access to leading service providers to help you plan your future and that of your employees in the most efficient way.

SMALL AND MEDIUM-SIZED ENTERPRISES

FOR EMPLOYERS

Flexible solutions and bespoke advice​

What are your pension needs? Our occupational pension experts will work with you to define your specific requirements in order to create a tailor-made solution that takes into account your personal and professional needs.

Benefits

Solutions for the deployment of the 1e extra-mandatory plan («Bel étage» – extra- mandatory).
Choice of the best partners as service providers of Edmond de Rothschild in the field of Occupational Benefits planning.
Choice of OPP2 investment strategies compatible with the legal provisions of the LPP.

FOR EMPLOYEES

Personalised service

Offering an attractive occupational pension plan is a major asset to strengthen the attractiveness of your company to employees.

Through our solutions, your employees are affiliated to Edmond de Rothschild's partner foundations and benefit from personalised support that takes into account their global wealth management objectives.

Benefits

Individual monitoring by a private banker of affiliates from wealth management perspective.
Tax planning
Buy-back of missing years.
Choice of investment strategy (extra-mandatory).
Vested Benefits accounts with bespoke management.

FOR SELF EMPLOYED WORKERS

Tailor-made solutions

As a self-employed worker, you have the freedom but also the responsibility to organise your pension provision. We can assist you in this fundamental project for your future by defining the solution adapted to your needs.

Benefits

Adequacy and coordination between the basic LPP plan and the extra-mandatory plan (Plan 1e).
An independent extra-mandatory individual account for each affiliate.
Individual follow-up by a private banker of the affiliate from a wealth management perspective.
​​Tax efficient management of all movable assets.​

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​​​​​VESTED ​BENEFITS

DEPOSIT YOUR PENSION FUNDS ASSETS

Professional move, divorce, change of employer, early retirement, break in employment... you may at any time be faced with situations when your occupational pension plan cannot be transferred to a new pension fund.

It is possible to keep the benefits accumulated in the 2nd Pillar during your professional life by turning to a Vested Benefits Foundation. In practice, this often means opening a special account with a bank that operates in the segment.

Edmond de Rothschild (Suisse) SA provides this service in the form of flexible bespoke management of your savings.

BESPOKE MANAGEMENT

TRANSPARENCY

Total transparency with regards to costs and management, as well as full participation in the returns generated by the chosen investment strategy.

FLEXIBILITY

Change in the investment strategy possible at any time free of charge.

Possibility of transferring the invested assets to a private securities portfolio with the Bank when the retirement benefits are paid out as a lump sum.

SECURITY

Full risk insurance coverage available as an option with the Edmond de Rothschild partner foundations.

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OUR STRENGTHS YOUR ASSETS

EXPERTISE

A proven know-how over many years.

THE STRENGTH O​F PARTNERSHIP

First-class partners and service providers dedicated to your solutions.

FLEXIBILITY AND INNOVATION

Flexible and creative solutions designed to best meet your needs.

ADVANTAGEOUS CONDITIONS

Optimised taxation and attractive pricing.

OUR BRAND

A trusted brand and a solid bank you can rely on.​

​Direct Access​

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