Management provision with a tailored collective strategy


PensUnit collective foundation

PensUnit is our creative response to state over-regulation of 1e pension solutions. We enable companies and the self-employed to build up their customised management pension provision through a standard investment strategy.  

Self-determination

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 optimization

You benefit from increased purchasing potential and thus save taxes.

Why PensUnit?

PensUnit allows you to respond to the requirements of your managers and talented employees at any time. We design innovative and customised retirement plans for you that conform to the legal framework.

A brief overview

Year of foundation

2018

Foundation domicile

Lucerne

Foundation Board

Marcus Waldispühl, Meggen (Chairman)
Franziska Bur Bürgin, Gipf-Oberfrick
Dionys Berwert, Meggen
Mario Lazzarini, Malans

Management and Consulting

PensExpert AG

Reinsurer

Mobiliar Lebensversicherungsgesellschaft

Pension fund expert

Dominique Koch, Dipeka AG, Basel

Auditor

Convisa Revisions AG, Schwyz

Supervision

Zentralschweizer BVG- und Stiftungsaufsicht (ZBSA)

PensExpert-Basel-Alan-Mastria
Alan Mastria
Senior client advisor

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

Do you have any questions? Please contact us!

Or contact us directly.

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

Documents and forms

Regulations

The forms are currently being updated.