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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.
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With us, only you decide how you shape your future.
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Private
Your advantages with myPensPortal
Your advantages with relevate®
Your advantages with PensPortal
21. July 2026 | 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 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?
13. July 2026 | Corinne Galliker
Which social insurance, like PensExpert, has its headquarters in Lucerne?
12. July 2026 | Corinne Galliker
Do pension fund assets fall into the estate upon death?
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