Optimised Services All Around your Pension Fund Assets



The foundation for vested pension benefits pro offers the opportunity to attractively invest freed-up assets (vested pension benefits) from professional pensions in a tax-advantaged environment for the short or long term. In addition, it carries out transactions in connection with pension fund assets easily, quickly and comfortably.

We will advise you individually on all concerns:

  • upon definitive departure for a foreign country:
    investment possibilities for those vested pension assets that need to be retained in Switzerland
    optimisation of withholding taxes on lump-sum in your new place of residence
    conversion of the vested pension assets into a pension payment (done by a partner firm)
  • when you change jobs:
    transfer of pension fund assets into your new employer’s pension fund
  • in case of an interruption of employment:
    maintaining and further developing retirement assets
  • in case of early pensioning
  • in case of transfer of claims due to divorce law

We will gladly advise you about all legal and administrative concerns as well as additional ways to optimise your taxes and investments.

We will gladly advise you, just give us a ring.
Telephone 041 817 70 00