Case Studies
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Disputed withdrawal of a Pillar 3a account balance
The client continued to work after having reached the retirement age of 65 and did not want to withdraw his Pillar 3a savings (…) -
Offsetting pillar 3a assets against a bankruptcy loss certificate claim
Upon reaching retirement age, the client, who lives abroad, requested that the bank’s pension foundation pay out his Pillar 3a assets in the (…) -
Delayed sale of Pillar 3a fund units
Several months before his 65th birthday, the client instructed the bank to terminate his pension relationship at the beginning of January 2020 and (…) -
Delayed liquidation of a Pillar 3a account
The customer closed his Pillar 3a account and issued his bank with a corresponding instruction for the attention of its pension foundation. The closure process took almost a (…) -
Withdrawal of Pillar 3a assets for payment into the pension fund
The customer wanted to withdraw her Pillar 3a balance and pay it into the pension fund (Pillar 2). She accused the bank of not having performed this transaction in the (…) -
Payment of vested pension benefits to the deceased’s life partner
The two children and sole heirs of a customer did not agree with the fact that the bank’s vested benefits foundation had paid the customer’s vested pension benefits to his (…) -
Change of interest rate for a Pillar 3a account
The customer held a Pillar 3a account with the bank’s pension foundation. He complained that the interest rate for said account had been reduced twice without him being (…) -
Withdrawal of pension assets (3a pension account)
The client requested the withdrawal of funds from his 3a pension account held with a bank pension foundation after proving his identity with a copy of a polling card and (…)