The exclusive parking space for your retirement assets


PensFree vested benefits foundation

Are you planning an extended stay abroad, further training or a career break after many years of working? We enable you to structure your pension provision according to your requirements. PensFree is the independent vested benefits institution with an extensive selection of investment solutions. 
  

Investment advantages

You are free to choose your banking partner and investment strategy at advantageous fund fees.

Flexibla capital withdrawal

You are free to choose when to withdraw your assets from five years before the AHV retirement age. Let us advise you.

Low tax at source rate

Bags packed? Check. Passport? Check. Pension provision? Benefit from the attractive tax rates of Canton Schwyz, where the foundation is headquartered.

Why PensFree?

A vested benefits account secures occupational provisions if you exit your pension fund without joining a new pension scheme straight away. We enable you to plan a career break with a clear pension strategy plus associated investment solution.

PensExpert-Meeting

Splitting

It is worth transferring your pension assets to two different vested benefits institutions when leaving the pension fund. Why? Your retirement capital may not be paid out in tranches from a vested benefits institution. We can arrange a split for you through our vested benefit foundations PensFree and Independent.

The PensFree vested benefits foundation is ideal for anyone

  • exiting their pension fund, whether permanently or temporarily
  • carefully planning early retirement
  • moving abroad or returning to their home country
  • with surplus capacity prior to joining a new pension fund
  • starting self-employment


A brief overview

Year of foundation

2001

Foundation headquarter

Schwyz

Foundation board

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

Management and Consulting

PensExpert AG

Auditor

Convisa Revisions AG, Schwyz

Supervision

Zentralschweizer BVG- und Stiftungsaufsicht (ZBSA)

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

PensExpert-Luzern-Arta-Cekaj
Arta Cekaj
Relationship Manager

Do you have any questions? Please contact us!

Or contact us directly.

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

Documents and regulations

Regulations

The forms are currently being updated.