The evolution of pension planning in step with generations

Instituted in 1985, the LPP has accompanied the major transformations of the world of work and shaped the careers of several generations of employees. Today, faced with new economic and social challenges, pension planning is reinventing itself in step with generations.

Julia Paoli, Head of Pension Planning at Edmond de Rothschild, notes a major shift: members now want to understand, compare, and make decisions on their own. Transparency, education, and tailored support are becoming the keys to a lasting relationship.

Pension planning is no longer limited to a legal obligation: it is becoming a strategic lever for wealth, taxation, and investment. Between capitalisation, annuity choices, and inheritance, each step deserves personalised reflection, guided by integrated expertise and a long-term vision.