Pension Rights Review
A focused review of Swiss pension records and entitlement documents. This service may support clarification of statements, timelines, and eligibility considerations.
SAGEWELL
For Swiss pensioners
Legal guidance for pension matters
Practical legal guidance that may support questions about pension entitlements, appeals, and related documentation in Switzerland.
Pension law
Appeals
Document review
- Case review to clarify possible next steps
- Assistance preparing correspondence and forms
- Guidance on appeal processes that may apply
Opens contact page for inquiry and appointment requests.
"Clear guidance that helped clarify my options and next steps."
Services may support review of pension decisions. Fees apply.
Sagewell provides legal advisory services for pensioners across Switzerland, focusing on pension-related questions, appeals and document assistance.
Alpine Pension Review
CHF150 - 300
- A focused one-hour consultation intended to clarify your AHV and second-pillar (BVG) options in clear, Swiss-context terms.
- Includes a personalised written summary, a practical checklist of next steps, and a follow-up email to address brief questions.
- Designed to help pensioners understand paperwork and timelines and may support confident decision-making at a steady pace.
Heritage & Care Planning Package
CHF450 - 1200
- A structured package to help you organise wills, powers of attorney for care, and canton-specific formalities.
- Includes two 60-minute sessions, a draft simple testament adapted to Swiss law, a care planning checklist, and guidance on communicating arrangements to heirs.
- This package is intended to make complex paperwork more manageable and can help with preparation for future needs.
Pension Dispute Support
CHF200 - 800
- Advisory support for questions about pension fund communications, claim letters, and administrative steps.
- Service includes up to three consultations, drafting or review of correspondence with funds or authorities, and a concise action memo outlining possible next steps.
- This plan may support clearer dialogue with institutions and help organise documentation for any follow-up actions.
AHV/AVS Coordination
Guidance on how AHV/AVS provisions interact with supplementary pension schemes in Switzerland. Advice can help with interpreting contribution history and overlap issues.
Appeals and Representation
Assistance preparing formal letters and submissions for administrative procedures. Support is intended to help present records and arguments to relevant authorities.
Documentation Assistance
Help assembling pension records, correspondence, and identification required for reviews or requests. This assistance may support clearer and more complete submissions.
Estate Planning Essentials
Practical advice on drafting wills and nomination forms related to Swiss pension entitlements. Guidance can help with document structure and required formalities.
Cross-border Pension Guidance
Information for pensioners with ties to other countries on transfer rules and bilateral agreements that may affect pension arrangements.
Sagewell — Legal advisory for pensioners in Switzerland
Contact Sagewell to discuss pension and benefit matters
Our advisors can help with pension rights, benefit claims, and age-related legal questions; please get in touch to arrange an initial consultation or to ask about next steps.
How We Work
A clear, step-by-step approach to legal advice for pensioners in Switzerland. Each step is intended to be practical and easy to follow.
Initial consultation
We begin with a brief discussion of your pension circumstances and legal questions. This meeting can help clarify priorities and possible next steps.
Documentation review
We review pension statements, contracts and relevant correspondence to identify timelines and legal points. Findings are described in clear, accessible terms.
Tailored advice
We outline options that are appropriate for your situation, noting relevant Swiss regulations and procedural considerations to help you select a path forward.
Support with procedures
We can help prepare letters and forms or represent communications with authorities and insurers where appropriate, to assist with the next administrative steps.
Our Team
Practical legal advisory for pensioners across Switzerland — guidance intended to support understanding of pension law, documentation and administrative steps.
Anna Baumann
Senior Legal Advisor
Anna has ten years' experience advising retirees on pension entitlements and administrative appeals. She focuses on clear explanation of available options and documentation review, and may support clients in correspondence with cantonal authorities.
Marc Steiner
Pension Law Attorney
Marc works with clients to assess pension claims, review case details and prepare formal submissions when appropriate. He is familiar with cantonal procedures and can help clarify rights and potential next steps.
Lucia Moret
Client Relations Advisor
Lucia manages client intake, coordinates appointments and explains procedural steps in plain language. She is intended to make administrative processes more approachable and can assist with document organization.
Sagewell — Legal advisory for pensioners
Practical guidance on pension procedures and administrative steps in Switzerland
Sagewell provides focused legal advisory services intended to support pensioners in Switzerland who need clear information about pension entitlements, administrative processes, and correspondence with cantonal authorities.
Our advisers can help with reviewing pension notices, preparing appeals against administrative decisions, and explaining how state and occupational pension rules (AHV and related processes) may apply to individual cases. We aim to present options in plain language, outline potential next steps, and coordinate with translators or social services where helpful. Appointments, fee arrangements, and available languages (English, German, French) are discussed up front so clients may decide on a suitable path; our approach is intended to be patient, locally informed, and aligned with Swiss administrative practices.
Why People Trust Sagewell
Swiss legal advice for pensioners — clear local guidance shaped by cantonal practice and respectful client care.
Local Swiss experience
Our team of Swiss-qualified legal advisers is familiar with pension administration and cantonal procedures. They can help with document review, correspondence with authorities, and interpreting applicable rules so clients may understand available pathways.
Transparent client process
We aim to provide plain-language explanations, written summaries, and a clear outline of fees and likely timelines. This approach is intended to help clients and their families make informed decisions without promising specific outcomes.
- Swiss-qualified advisers with cantonal experience
- Plain-language explanations and written next steps
- Respectful handling of personal information
Practical legal advice for pensioners across Switzerland, presented with clear steps and local knowledge.
Contact Sagewell
Legal advisory for pensioners in Switzerland — this form is intended to help you reach our team.
Contact information
You may also reach Sagewell using the details below.
- Address: Münsterpl. 1, 3000 Bern, Switzerland
- Phone: +41 41 410 61 71
- Email: legal@sagewellbest.com
Business number: CHE-267.800.725