Allianz Suisse Lebensversicherungs-Gesellschaft AG and Liberty Foundation for 3a Retirement Savings already have an established co-operation for the management of pillar 3a pension assets. To build up their retirement savings in a tax-advantageous manner, Allianz clients can choose between a conventional account solution at market interest rates and a number of securities solutions.
The existing partnership is now being extended to vested pension benefits. Clients who are members of a pension fund affiliated with Allianz can easily have their 2nd pillar assets transferred to a vested benefit account with Liberty Foundation for Vested Pension Benefits when they exit their pension fund: the transfer procedure is standardised and uncomplicated. You can thus enjoy all the advantages of our account and securities solutions.
We welcome the extended co-operation with Allianz Suisse Lebensversicherungs-Gesellschaft AG and look forward to serving new clients with our high-quality products and services.