Pillar 3a

Tax-advantaged tied pension savings, usable for mortgage and tax-deductible.

Pillar 3a is the tied individual pension scheme in Switzerland. Contributions are deductible from taxable income (max. CHF 7,258 in 2026 for employees with a 2nd pillar).

For mortgages, pillar 3a can be used in two ways: 1. Early withdrawal: funds are paid as equity. Subject to withdrawal tax. 2. Pledging: the 3a account is pledged to the bank. Funds remain invested and contributions remain deductible.

Pillar 3a is particularly useful for indirect amortisation: instead of repaying the mortgage directly, you contribute to a pledged 3a, which maintains mortgage interest deductibility and provides an additional deduction for 3a contributions.

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