Login
Pension
Companies
Management pension
Self-employed
Succession planning
Strengthen provision and save tax
Basic pension
Private individuals
Pillar 3a
Vested benefit and moving abroad
Vested benefits and divorce
Vested benefits and sabbaticals
Vested benefits and risk cover
Vested benefits and tax planning
QROPS – UK pension assets
Retirement provision
Purchases and pension planning
Whether you are an entrepreneur, self-employed or a private individual, we can help you with all your pension needs.
Solutions
The individual pension solution 1e for employees with an annual income of CHF 136'080.– or above (2026 figures).
Our pension solution with a standardised strategy for employees with an annual salary of CHF 90'720.– (as at 2026) or more.
The combined PensFlex and PensUnit solution brings more purchasing potential and pension assets.
Plan for tomorrow today – put your succession in the best possible hands with our planning.
Your future, securely planned – with our comprehensive pension planning.
The customised vested benefits institution for your retirement lump-sum capital.
The independent vested benefits institution with an additional pension option.
Divide up your retirement lump-sum capital with PensSplit and reduce your tax burden.
Transfer pension assets to Switzerland tax-free thanks to QROPS UK.
The flexible 3a foundation for your private provision.
Your digital account for vested benefits and pillar 3a.
Pension provision tailored to you - for all phases of life.
About Us
About us
Career
Pioneers in retirement provision
Partner network
Events
Our expert team
The team
Executive Board
Board of Directors
Customer portals
PensPortal
relevate
Expertise
With us, only you decide how you shape your future.
News
Tools & Calculators
Buy-in calculator
Phase of life
Retroactive pillar 3a payments
Political
News from Federal Bern
Blog
News-Articles
What's changing in retirement planning and what it means for you.
Private
myPensPortal
Your advantages with myPensPortal
Your advantages with relevate®
Your advantages with PensPortal
06. October 2026 | Mario Bucher
Social insurance key figures and thresholds 2027
Find here the current social insurance key figures and thresholds 2027 effective as of January 1, 2027.
30. October 2026 | Natalie Jäggi
Einkauf in die Pensionskasse: Jetzt Steuern sparen, solange 2026 noch zählt
Entspannt 100 Jahre alt werden: Welche Vorsorge-Entscheide in Ihrer Lebensphase zählen
29. October 2026 | Barbara Birchler
Lump sum or pension? The mix is the deciding factor
28. October 2026 | Cyrill Habegger
Plan buy-ins into the 2nd pillar
27. October 2026 | Edric Speckert
Take control of tax: For incomes in excess of 136,080 Swiss francs
26. October 2026 | Stefano Minuscoli
Good retirement provision is good staff policy
23. October 2026 | Juan M. Puente
Pension planning and home ownership: How to avoid key pitfalls
22. October 2026 | Marie Savoca
Teamwork makes the pension dream work
Please book an appointment with us directly.