Whether you are a private individual looking for a 3a retirement savings plan, a company seeking a suitable BVG/LPP or 1e solution for your employees, or a potential business partner in need of support, we offer services of the highest standard in each of these areas. We regularly receive awards from independent comparison platforms for our products, innovations and attractive pricing. We attach great value to security: our clients’ pension assets are invested with dozens of Swiss banks thus greatly reducing the risk of default. Through innovative digital products and competent advice, we help you secure your retirement benefits.
For Private customers, Liberty Invest offers attractive options to invest their pension assets in securities with higher potential returns and lower costs. This can significantly increase your overall return by the time you reach retirement age.
Liberty Emigration offers detailed guidance on withdrawing your 3a retirement savings or vested benefits when you relocate abroad. In addition, you can calculate your savings potential online at any time.
There are many good reasons for affiliating your SME with Liberty BVG Collective Foundation. Whether your company is a start-up or part of a large group, it can benefit from high pension plan flexibility, personal advice, attractive pricing and, from 50 employees upwards, individual asset management.
In addition, your company's affiliation with Liberty 1e Flex Invest Foundation opens up personalised securities solutions at the insured level and optimisation potential for your managers, directors and senior executives.
Liberty offers banks, asset managers, insurers, pension and financial consultants, insurance brokers and fintechs, as well as the HR managers of SMEs, front-line support with streamlined structures designed especially to enable them to focus on their clients and employees.
We have developed customised digital pension solutions for proven financial service providers, which can be individually adapted to their needs.
We offer many co-operation opportunities for employer-sponsored pension funds and collective foundations. Our own foundations can efficiently take over large portfolios, or we can take care of the administration of your own foundation.
Through Liberty Investment Foundation, we offer pension funds the opportunity of investing in Swiss mortgages, providing them with an additional source of return. These assets offer an advantage over Swiss government bonds, ensuring a high level of security thanks to the mortgage liens and attractive fees.
Liberty's wide range of innovative and customised services and products are the result of the selection of independent platforms and foundations.
Liberty offers tailor-made pension fund solutions for SMEs, as well as flexible executive and management solutions with individual investment strategies. We invest second and third pillar funds profitably and securely.
The Council of States Committee on Economic Affairs and Taxes has dealt with the remaining differences in the proposal for a change in the system with regard to the net rental value.
The Federal Council is considering an increase in the taxes that accrue on the payout of pension assets.
2024 is drawing to an end. To make sure you do not miss any important deadlines, we have prepared the following overview.
In the area of occupational benefits, the Swiss Managers' Association (SMA), in collaboration with Liberty Pensions Ltd, offers attractive pension plans for SMEs and self-employed persons with or without employees.
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Swiss Sustainable Finance (SSF) was founded in 2014 to promote sustainability in the Swiss financial market, and to strengthen Switzerland's position as a leading global center for sustainability in the financial system.
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