PensionShieldPro is your dedicated partner in insurance planning and advisory services tailored specifically for Switzerland’s retirees and those preparing for life after work. We bring together legal, financial, and healthcare expertise to ensure your golden years are protected—so you can live with independence, dignity, and peace of mind.
Get StartedWe know that retirement brings not only freedom but also new complexities. That’s why we’ve created a streamlined, intelligent approach to help Swiss seniors navigate insurance, pension coordination, and long-term care planning with clarity.
We assess your unique situation and recommend a portfolio of insurance coverage—from supplementary health policies to life protection and accident coverage—that grows with your needs.
Our advisors help you interpret and maximize Switzerland’s three-pillar pension system, coordinating AHV, Pensionskasse, and private retirement funds to ensure stability and tax efficiency.
Whether you’ve worked internationally or plan to retire abroad, our consultants help navigate bilateral agreements, withholding taxes, and insurance portability across EU and global jurisdictions.
We work with trusted notaries and tax advisors to structure wills, inheritance strategies, and long-term directives—giving families clarity and control during sensitive transitions.
From disability coverage to homecare funding, we advise on how to secure the right plans for aging in place or entering retirement communities without unexpected financial risk.
Life changes. Your coverage should too. We offer yearly reviews and live consultations to adjust your financial protection as your health, family, or lifestyle evolves.
Includes a one-time pension audit, insurance gap analysis, and written summary with no product sales. Ideal for early-stage planners.
Comprehensive insurance alignment, retirement roadmap, legal referrals, and 12-month access to advisor support. Best for retirees and those 2–5 years out.
Includes advisory services for up to 3 family members, priority consultation access, estate planning integration, and digital vault setup. Designed for multigenerational households.