As a pension expert, we have been supporting you personally for 26 years in all pension matters. This way, you always have the pension solution that fits your life plan. So that you can look to the future with peace of mind.
28. October | Cyrill Habegger
Plan buy-ins into the 2nd pillar You can use a voluntary contribution to plug a contribution gap in the 2nd pillar, perhaps after a stay abroad or a late start to your career. The trick is in tax law. The amount is fully deductible from taxable income and significantly reduces tax bills for high incomes, and your retirement savings capital grows.
27. October | Edric Speckert
Take control of tax: For incomes in excess of 136,080 Swiss francs In a traditional pension fund, the occupational benefits institution invests the actuarial capital for all members collectively. With a 1e solution*, you have control because you choose your own investment strategy.
26. October | Stefano Minuscoli
Good retirement provision is good staff policy When Mauro Santin took over his pharmacy, he was at the beginning of his career. With dedication and passion, he and his now 26-strong team turned it into a success story. As they grew, so did the management tasks, and pension issues came up.
23. October | Juan M. Puente
Pension planning and home ownership: How to avoid key pitfalls Home ownership and pension planning are often more closely linked than we imagine. Reducing your retirement benefits unnecessarily to finance your own home isn’t worth it.
Businesses
Private individuals
We work with prestigious banks, investment foundations and fund providers and offer you a free choice. Here is a selection of our strategic partner banks.
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Thanks to the specialists at PensExpert, we have achieved some extraordinary things over the last two years. For example, we were able to pay out a tax-protected bonus. In this context, a solution was found in relation to the relevant tax rulings. When we paid the bonus into the pension fund, we generated substantial tax savings.
Stefan Denz
Deputy Managing Director & Technical Director, Allenspach AG
The individual advice PensExpert gives our managers and skilled workers about their personal pension provision is something we value highly.
Zeno Böhm
CEO, Burkhalter Group
In PensExpert we have a partner who supports us with all our retirement provision and taxation issues and takes the time to address our concerns.
Benno Fuchs
ex. CEO and Director, Lucerne Cantonal Hospital
Finding the right balance between taking dividends and buying into a management pension scheme was a big challenge for me.
Joe Bienz
Founder, Performa AG
PensExpert focuses on interpersonal relationships rather than just compliance.
Roger Huber
Owner and managing director, xls exclusive leadership support GmbH
I greatly appreciated PensExpert’s advice, punctuality and professionalism! I can rely on the advisors at all times.
Christian Etique
PensFree client
PensExpert offered me exactly the support I was looking for. In addition to their pension expertise, they impressed me with their professionalism, in-depth knowledge and friendliness. The answers and advice were always highly competent and solution-oriented. Thanks to their customer service, I felt safe and in good hands at all times.
T. Nasiou
independent client
With a voluntary buy-in to your pension fund, you strengthen your retirement provision and can deduct the amount from your taxable income. For the deduction to count for 2026, we recommend making the buy-in by mid-December. The funds must be credited to your pension account by 31 December 2026 at the latest.
