Customisation
In your first meeting, benefit from the advice of a professional and plan the best possible investment of your pension capital.
Pension offering in partnership with Liberty Foundation for Vested Pension Benefits and Lealta Foundation for Vested Pension Benefits.
The need for a vested benefits account arises when specific events occur, such as a change of employer, sabbatical leave, cessation of work, loss of employment, becoming self-employed, planning for retirement, divorce, or leaving Switzerland.
With a vested benefits account, you can invest your pension capital from the 2nd pillar in a safe place and continue to enjoy the protection of occupational pension provision.
Choose a savings solution or select one of our ESG1 investment strategies — tailored to your unique risk profile — to boost your capital.
1 Environmental, Social, and Governance Criteria
In your first meeting, benefit from the advice of a professional and plan the best possible investment of your pension capital.
Take advantage of our partnerships with two vested benefits foundations and optimise your planning over time.
Choose one of our 5 ESG¹ investment strategies tailored to your risk profile and seize the return opportunities offered by the financial markets.
For early retirement.
If you leave Switzerland permanently.
When you buy your principal residence.
Start your own business and become self-employed.
To amortise or repay your mortgage.
The vested benefits accounts in savings and/or investment funds described above are opened with the following foundations (Liberty Group).