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
myPensPortal
PensPortal
relevate
Expertise
With us, only you decide how you shape your future.
News
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.
09. June 2026 | Natalie Jäggi
Markus Kumschick is the new PensExpert Head for Zurich and Northwestern Switzerland
20. January 2025 | Natalie Jäggi
Opening of new office in Bern: A short interview with Nadia Bögli and David Coppola, joints heads of the Mittelland Region
13. November 2024 | Natalie Jäggi
Interview with Co-Head of Region Mittelland, Nadia Bögli and Davide Coppola
26. June 2024 | Fabio Brunner
New Head of the Region Zurich: A short interview with Ralf Tertulliani
Please book an appointment with us directly.