Retirement Planning

Retirement is meant to be a joyful respite - a time to celebrate a life of hard work and success. Most of us have a dream to finally travel the world, spend time with family, and enjoy a life well-lived. The most well-known retirement savings option is the standard pension earned (or deemed eligible to receive) after working for a company for many years. Other options include ISAs and property income. No matter what the mode of savings, it’s essential to have a solid plan.

At Zurich Equity Group Wealth Management we take the time to get to know you, your individual needs and wishes, and then design a plan around those needs.

At Zurich Equity Group, we advise on all types of pension plans including:

  • Review and Transfer Advice (including Final Salary schemes)
  • Personal Pensions, SIPPs, WRAP, RACs
  • Company Pensions, GPPs, SSASs, and Group Money Purchase
  • Retirement Analysis and Forecasting (including pensions in divorce settlements)
  • At-Retirement Planning, Annuities, Capped and Flexible Drawdown

Once you have a solid plan, Zurich Equity Group’s wealth management team will send real-time updates and reviews to help you with any future retirement decisions, to build your legacy, and preserve and develop your wealth.



  • Europaallee 41, 8004 Zürich Switzerland
  • +41 43 550 73 93