Smart strategies for the 3rd pillar


Pens3a Pension foundation

There are good reasons to start saving for retirement now. For a start, life expectancy is growing. Furthermore, the 1st and 2nd pillar pensions – AHV and occupational pension fund – are expected to decrease in future.

We help you apply a clear strategy to your retirement planning, so you have the right investment solution for your paid-in contributions.

Investment advantages

Low fund fees and a free selection of banking partner plus your own investment strategy - that is what Pens3a offers.

Tax deductible retirement provision

Use the tax-saving options available. Check. Optimise your retirement benefits. Check.

Staggered capital withdrawal

We can advise you of the benefits of holding several 3a accounts.

Why Pens3a?

The 1st and 2nd pillars are under financial pressure. As a result, individual responsibility for retirement provision is becoming more important. We enable you to structure your pension provision individually and according to your requirements. You can choose from an extensive range of investment solutions and enjoy the tax breaks now.

PensExpert-Zürich-Tödistrasse-Richtung-See

Are you just thinking about it or are you saving already?

Paying into a Pillar 3a allows you to make thorough provision for your retirement. Moreover, you benefit twice - as the state helps you save taxes.

Who benefits from Pens3a?

  • The self-employed
  • Employees
  • People moving abroad with Pillar 3a assets

A brief overview

Year of foundation

2001

Foundation headquarter

Schwyz

Foundation Board

Marcus Waldispühl, Meggen (Chairman)
Dionys Berwert, Meggen
Mario Lazzarini, Malans

Management and Consulting

PensExpert AG

Auditor

Convisa Revisions AG, Schwyz

Supervision

Zentralschweizer BVG- und Stiftungsaufsicht (ZBSA)

PensExpert-Basel-Andreas-Blattner
Andreas Blattner
Branch manager Office Basel

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

Do you have any questions? We will be happy to call you.

Or contact us directly.

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

Documents and regulations (soon available in English)

Regulations

The forms are currently being updated.