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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.
News
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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.
04. May 2026 | Teodora Toma
Living longer requires more than tax deductions
03. May 2026 | Joël Wetterwald
Living longer, planning differently: What business owners need to know about longevity
03. May 2026 | Peter Disler
The 100-year life
03. May 2026 | Nadia Bögli
Longevity check for business owners: Already factoring longevity into your decision-making?
22. January 2025 | Cyrill Habegger
Gaillard Report: Lump-sum withdrawals: will there be higher taxation?
22. January 2025 | Nadia Bögli
A new service from PensExpert AG: Plan your company succession correctly
16. January 2025 | Mario Bucher
Loyal employees: a good pension fund can help
18. September 2024 | Mark Huber
PensPower – a combined solution with added: Utilise buy-in potential, boost pension provision and cut your tax bill
Please book an appointment with us directly.