PensUnit collective foundation

PensUnit is our pension solution with a uniform strategy for annual salaries from CHF 88,200 per employee.

Why PensUnit

Strengthen prevention! We enable companies and the self-employed to build up their customised management pension provision through a standard investment strategy. The cooperation with our reinsurance partner Mobiliar also offers attractive risk premiums.

Splitting and Attractive risk premiums

Well-informed executives and talents are becoming more and more hesitant to use their extra-mandatory pension assets to help finance the excessively high uniform conversion rate and minimum interest guarantee provided for in the mandatory occupational pension plan. For this reason, PensUnit relies on split pension models.

Tax advantages for your company

Learn how your company can achieve tangible tax benefits and thus strengthen your pension provision with employer funding on a more than par basis, employer contribution reserves, collective fluctuation reserves and the right advice on payout issues.

Tax benefits for your executives

Due to the redistribution in the 2nd pillar, a separate management pension plan is an important criterion for managers. Is someone in your company planning to take early retirement or buy into the pension fund? We will be happy to support you in choosing the right instruments.

The right investment strategy for your pension fund

PensUnit offers your pension fund various collectively implemented investment strategies tailored to the risk profile. Each insured person participates equally in the investment result of the selected strategy.

«PensExpert focuses on interpersonal bonding instead of just compliance.»
Roger Huber
exclusive leadership support GmbH


You choose the right investment strategy for your pension fund.

Investment success

The return on your investment is allocated 100% to your pension fund’s custodian account.

Tax return

You benefit from greater purchasing potential, save taxes and can thus strengthen your pension provision.

A brief overview

Year of foundation


Foundation domicile


Foundation Board

Marcus Waldispühl, Meggen (Chairman)
Franziska Bur Bürgin, Basel
Dionys Berwert, Meggen
Sebastien Godin, Cham

Management and Consulting

PensExpert AG


Mobiliar Lebensversicherungsgesellschaft

Pension fund expert

Dominique Koch, Dipeka AG, Basel


Convisa Revisions AG, Schwyz


Zentralschweizer BVG- und Stiftungsaufsicht (ZBSA)

Alan Mastria
Head of Northwestern Switzerland Region

Thank you for your interest. We will be in touch shortly.

Make an appointment for a consultation

Are you already a customer?

Or contact us directly.

+41 41 226 15 15

Documents and forms


Voting Reports