Free AHV checklist

Identifying gaps in AHV cover, before they cost you your pension

The IK statement shows which AHV contributions have been recorded for you. The checklist helps you to order it and to spot the key warning signs.

  • Independent
  • For every stage of life
  • Checked in 15 minutes
BY THE END, YOU’LL KNOW:
  • Whether your contribution years are recorded in full
  • Where to order your IK statement free of charge
  • When it’s worth calling the compensation fund
Preview 100% free of charge
Preview of the IK Extract Checklist
100% free of charge
For every stage of life
No prior knowledge required
15 minutes

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    • Independent, for all stages of life
    Eric Marshal

    Created by Eric Marshal, IAF Financial Adviser · 8,000+ Swiss subscribers to the Wealth-Letter

    THE PROBLEM

    Gaps in AHV cover often arise long before retirement

    Most people don’t notice it in their day-to-day lives, but only when they look at their IK statement. That’s exactly where it’s worth taking an early look, especially during these stages of life.

    Stay abroad

    Have you been abroad? If so, it’s worth checking whether your contributions have still been recorded correctly.

    Self-employment

    Do your AHV contributions match your tax and AHV statements?

    Studying or taking a break from work

    Years spent out of work can turn into gaps in one’s CV without one realising it, particularly during periods of transition.

    Several employers

    Several compensation funds, several statements: it can quickly become confusing.

    📋 Save the IK statement checklist
    👉 And then? The IK statement is a good starting point, but it’s just one piece of the jigsaw. If you want to understand AHV, pension funds and Pillar 3a as part of the bigger picture, the FinanzFahrplan (in german) Your next step.