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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
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With us, only you decide how you shape your future.
News
Private
Your advantages with myPensPortal
Your advantages with relevate®
Your advantages with PensPortal
01. September 2026 | Mario Bucher
Pensionskasseneinkauf: Was passiert mit freiwilligen Einkäufen im Todesfall?
Freiwillige Einkäufe in die Pensionskasse gelten als eines der attraktivsten Instrumente der privaten Vorsorgeplanung. Doch was geschieht mit dem zusätzlich einbezahlten Geld, wenn die versicherte Person vor der Pensionierung verstirbt? Die Antwort überrascht: Je nach Pensionskasse können sich die Folgen erheblich unterscheiden.
28. July 2026 | Pius Baumgartner
Entlassung: Was mit dem Pensionskassengeld geschieht – und was Sie selbst entscheiden können
21. July 2026 | Teodora Toma
Losing Your Job After 50: What Happens to Your Pension Fund?
19. July 2026 | Corinne Galliker
What happens to the pension savings when moving outside the EU/EFTA?
18. July 2026 | Corinne Galliker
How long can a working person remain insured in the pension fund?
17. July 2026 | Corinne Galliker
Can the timing of the pillar 3a payout be freely chosen after retirement?
16. July 2026 | Corinne Galliker
Which persons are mandatorily insured in occupational pensions?
15. July 2026 | Corinne Galliker
Does a blocking period apply to voluntary buy-ins into the pension fund?
14. July 2026 | Corinne Galliker
Can employees choose their own investment strategy in occupational pensions?
Please book an appointment with us directly.