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Maintaining my standard of living in retirement
With so much going on in your life – from family and work to pursuing your passions – retirement planning was not your priority. You still have quite a few years before that new phase in your life begins. However, you now want to make sure that when it does, your pension and overall financial situation will allow you to keep up your current lifestyle and enjoy your golden years.
We understand the importance of being able to rest easy when it comes to your retirement. Our internal and external network of pension experts will assess your current situation to give you a clear picture of where you stand. They will then design a bespoke retirement plan with you to help you secure the retirement you envision for yourself.
The products and services offered depend on the domicile of the client and the legal entity of Julius Baer.