Ageing & care · Module 18

When the pension
isn't enough

Supplementary benefits are the net when AHV and assets don't cover the costs.

The safety net
Basic principle

The gap is covered

Expensesrecognised need
Incomepension and assets
Differenceis covered
The entitlement

Who gets them?

AHV or IVas a condition
Asset threshold100,000 for a single person
Own homecounted separately
Is covered

Care costs too

Living costsare covered
Home costsup to cantonal ceiling
Protectionno one without care
Important

Asset waivers count

Giving awayis counted
Reductionthe amount counted falls under the law, in principle by CHF 10,000 per year
Cautionwith early gifts
Good to know

Have you checked your entitlement?

💡 First step: Supplementary benefits cover the gap between recognised costs and income – a legal entitlement. But beware: gifts and other asset waivers are counted; the amount counted only falls over time.
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This video is no substitute for personal advice.
Baeriswyl Beratungen GmbH · Finance & pension planning · Fribourg

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