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Need assessment

Assessing your pension

Will you be able to maintain your living standard when you retire? What happens if something happens to you? Are your loved ones protected?  Carry out a pension assessment to take control of your future and protect your household.
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analyse-de-prevoyance-piguet-galland
analyse-de-prevoyance-piguet-galland
analyse-de-prevoyance-piguet-galland

Investing in pension planning means investing in your own peace of mind.

 

Life is not always a smooth journey; it can be filled with challenges, unexpected events, and setbacks. Conducting an assessment can help prepare you for these uncertainties and secure your financial future.

  • Être serein dans les étapes de votre vie
    Être serein dans les étapes de votre vie
    Être serein dans les étapes de votre vie

    Take it easy when life throws you a curve ball.

    As well as preparing for retirement, a pension analysis allows you to consider any situation that could impact your finances.

    • Property 1=Investissements
      If I cannot work, will I be able to cover my daily expenses?
    • succession-heritage
      Will my family be financially protected if I die?
    • Property 1=Pie chart
      Will I be able to continue with my plans if I have a sudden drop in income?

Our pension planning solutions

Piguet Galland & vous.

Life is not a problem to be solved but a reality to be lived to the fullest.


When we carry out a pension assessment, we thoroughly examine your objectives and financial situation, focusing primarily on disability, death, and retirement. We suggest ways to optimise your current pension cover.

As part of our support, we provide you with a comprehensive report that includes a detailed assessment of your current situation and its future projections but also an in-depth analysis of the impact of our proposed new strategies. We give you a complete and clear picture of your pension cover for disability, death and retirement. So you can make your decisions with complete peace of mind.

“The pension solutions we develop are purely asset-based. They take advantage of all the opportunities associated with the 2nd and 3rd pillars to increase and secure our customers' wealth.”

Vincent Arnal

Vincent Arnal Wealth management manager

Strategy

Our approach

 

Our structured and methodical approach aims to assess our clients' financial protection needs. Various aspects are examined in detail to determine the risks and the necessary preventive measures.

 

  • 1

    Needs assessment

    - In-depth understanding of your situation
    - Defining your objectives and projects

  • 2

    Data collection

    - Financial data and assets
    - Potential risks linked to health, professional situation, etc.

  • 3

    Risk analysis

    - Identifying financial threats
    - Assessing probability and impact

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  • 4

    Protection recommendations

    - Specific insurance and welfare measures
    - Tailored to needs and objectives

  • 5

    Implement a pension plan

    - Subscribing to recommendations
    - Pension solutions

  • 6

    Monitoring and review

    - Regular follow-up
    - Adjustments in line with your needs

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Advantages + benefits

Your benefits at a glance


Enjoy the peace of mind of knowing that you have secured your financial future.

  • avantages-piguet-galland
  • avantages-piguet-galland
  • avantages-piguet-galland
  • Financial knowledge

    You get a clear overview of your current financial situation so you can make the right choices after identifying potential risks.

  • Services transparency

    You receive complete transparency about your retirement, illness, death, or disability benefits, enabling you to plan confidently for the future.

  • Corrective measures

    By identifying gaps in your pension plan, we can provide appropriate solutions, giving you better protection and greater peace of mind.

What's your life plan?

Whether it's for a business project or the "project of a lifetime," our advisers and experts are here to bring your idea to reality without the headaches and with complete peace of mind.

  • Choose my life project...
  • Portfolio management
  • Taxes
  • Legacy
  • Property project
  • Marriage and cohabitation
  • Divorce
  • My career and my pension
  • Retirement
  • Estate
  • Family
    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Management mandates

    • Advisory mandates

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Financing

    • Wealth analysis

    • Marriage counseling

    • Wealth analysis

    • Financial planning

    • Financial planning

    • Wealth analysis

    • Marriage counseling

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Pension analysis

    • Financial planning

    • Wealth analysis

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Estate planning

    • Pension analysis

    • Marriage counselling

Contact us

Frequently asked questions

Find out more about pension analysis

A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

Investment

From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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