At the wish of many of our clients and partners, we have extended our range of products and services. We are pleased to announce our latest innovation: Clients of Liberty Foundation for Vested Pension Benefits and Liberty Foundation for 3a Retirement Savings can now insure themselves against death and disability risks by subscribing to our new risk insurance.

You can choose between the following benefits:

Annual disability pension

• Foundation for Vested Pension Benefits
  For gainfully employed persons: max. 60% of the AHV/AVS contributory salary up to CHF 300,000 p.a.
  For persons who are not gainfully employed: max. CHF 36,000 p.a.

• Foundation for 3a Retirement Savings
  For gainfully employed persons: max. 30% of the AHV/AVS contributory salary up to CHF 300,000 p.a.
  For persons not gainfully employed: max. CHF 36,000 p.a.

Lump-sum death benefit

• Foundation for Vested Pension Benefits
  For gainfully employed persons: max. 600% of the AHV/AVS contributory salary up to CHF 5mn p.a.
  For persons who are not gainfully employed: max. CHF 500,000

• Foundation for 3a Retirement Savings
  For gainfully employed persons: max. 300% of the AHV/AVS contributory salary up to CHF 5mn p.a.
  For persons who are not gainfully employed: max. CHF 500,000

Disability pensions and lump-sum death benefits can be combined or separately insured.

Premiums are individually calculated and risk-weighted based on the applicant's personal circumstances which are determined through a short health questionnaire; premium rates are fair and in line with market conditions. The risk assessment is carried out by our partner, PKRück.

Overview of the main advantages:

• Customised protection against death and disability risks

• Single-source solution, a single contact is at your disposal for all your pension-related affairs

• Attractive and market-conform proposal thanks to group insurance rates

• Flexible financing: you can choose to have the risk premium debited directly to your account or pay it by a separate transfer

• This is possible even if you have already left Switzerland and are currently a foreign resident

For more detailed information, please visit our website of Foundation for Vested Pension Benefits and Foundation for 3a Retirement Savings. The risk insurance is available immediately and you can apply for it online.

Interested in more information? Do not hesitate to contact us.