Tax-privileged saving

Reduce your taxable income through Pillar 3a payments and benefit from tax-exempt interest and dividend income. Besides, you benefit from the low tax at source in Canton Schwyz if you leave Switzerland permanently.

Individual investment strategy

Cost-effective indexed investment or a customised portfolio: it's up to you.

Tax advantages

Tax privileged deposits, tax advantages when making partial capital withdrawals or moving abroad: that is how you benefit with us.

Insurance cover

Individually insured, global protected.
Solution

PensFree Vested Benefits Foundation

When taking a career break, you can park your pension fund assets in a vested benefits account. That means your pension assets plus interest and capital earnings are tax-exempt.

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Solution

Pens3a Pension Foundation

There are good reasons to start saving for retirement early. For example, if you want to maintain the same standard of living after retirement. Or if you want to save taxes. Who benefits from the Pens3a pension foundation?

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Our experts for private pension.

PensExpert-Zurich-Teodora-Toma
Teodora Toma
Relationship Manager Vested Benefits & 3a
PensExpert-Zurich-Stefano-Minuscoli
Stefano Minuscoli
Relationship Manager Vested Benefits & 3a
PensExpert-Luzern-Silvia-Thalmann
Silvia Thalmann
Client advisor Vested Benefits & 3a
PensExpert-Zurich-Fabio-Preite
Fabio Preite
Partner, Member of EB, Head Administration and Foundations

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+41 41 226 15 15
welcome@pens-expert.ch