Liberty Pension Ltd is a full-service provider for private clients, companies, institutional investors, and cooperation partners. Thanks to our innovative strength, we can offer you pension solutions through Liberty BVG Collective Foundation, Liberty 1e Flex Invest Foundation, Liberty Foundation for Vested Benefits, Liberty Foundation for 3a Retirement Savings, Liberty Investment Foundation, and Lealta Vested Benefits Foundation.
There are many reasons why Liberty is the right partner for your company and your second and third-pillar distribution. We grant you distribution access to several foundations, covering the entire 2nd and 3rd pillar value chain. There are different partnership segments, whereby the foundations may be used free of charge in the basic package.
- We support our business partners in building up their business with the aim of establishing a close and long-term relationship
- We support you in advising clients in the area of 1e and BVG solutions
- For our larger business partners, we offer a white labelling model, which allows them to keep the attractive “wholesale” clients, while letting Liberty handle the retail side. This model enables our bank partners of a certain size to use their own investment vehicles and act as custodian bank
- For non-banks and insurance companies, we offer attractive execution and custody solutions
- Our foundation fees have a ceiling of CHF CD_J_Plattform_Stiftung_Konto_EN per foundation and account, which corresponds to a fair scaling for larger asset portfolios
For 1e and BVG solutions, we cooperate with the Swiss association of management employees (SKO) to offer a unique association solution for self-employed professionals in the medical, financial, legal, management consulting and construction fields
- We offer checks and balances in cooperation with our partners. A four-eye controlling process for investment strategies, benefits schemes, or concerning regulatory matters ensures security for the end-client
- We also offer well-diversified and secure cash solutions, which are popular with our business partners
