Individual pension solutions for companies and private individuals

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.

View our solutions

28. July | Pius Baumgartner

Entlassung: Was mit dem Pensionskassengeld geschieht – und was Sie selbst entscheiden können Eine Entlassung ist ein emotionaler Moment – und ausgerechnet dann fallen Vorsorgeentscheide, die sich später oft nicht mehr korrigieren lassen. Die gute Nachricht: Mit dem Pensionskassengeld «passiert» nicht einfach etwas. Wer die Optionen kennt, kann aktiv Einfluss nehmen. Im Fachbeitrag für das Webmagazin von SwissAccounting zeigen unsere Steuerexperten Cyrill Habegger und Pius Baumgartner, welche Möglichkeiten Versicherte haben und wo die Fallstricke lauern.

21. July | Teodora Toma

Losing Your Job After 50: What Happens to Your Pension Fund? If you lose your job, you do not have to withdraw your pension fund capital immediately. Depending on your age and life situation, several paths are open: transferring the capital to a new employer's pension fund, parking it in vested benefits accounts, voluntarily continuing your insurance from age 58, or drawing a pension. Three frequently overlooked points deserve particular attention: the short extended cover for death and disability, the order of beneficiaries, and the tax planning of withdrawals.

19. July | Corinne Galliker

What happens to the pension savings when moving outside the EU/EFTA? A move abroad changes many things, including in pension provision.

18. July | Corinne Galliker

How long can a working person remain insured in the pension fund? More and more people work beyond the ordinary retirement age, whether out of enjoyment of their profession, for financial reasons or because their knowledge is in demand.

What can we help you with?

PROVISION FOR LIFE

With our many years of experience and innovative solutions in personalised pension and tax advice, we offer you the flexibility you need. We support you at every stage of your life and develop a customised pension plan. You decide how to utilise your pension assets, which investment strategy suits you best and which partner bank is right for you.

INDEPENDENT

Your pension assets are where they belong - in your hands. Our pension experts will advise and support you personally.

TAX PLANNING

We know the needs and wishes of our customers, even when it comes to the tax aspects that life brings. Our in-house tax experts ensure that your pension provision is not only secure, but also tax-efficient.

Our partner network

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.

About us

We have been pension experts for 26 years and support you with your occupational pension needs. We offer you customised solutions for building up and managing your pension assets.

pension foundations
5
insured members
18'208
Assets under management
12,5
BN
offices
7
years
26
employees
100

Customer testimonials

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