Liberty's modular pension platform and innovative and flexible pension plan solutions are highly appealing to clients. Strong growth is expected.

Liberty is experiencing extremely satisfactory growth:  in the last six months alone, the assets invested with the vested benefits foundation grew by 31.2%, reaching CHF 375 million, while the number of clients rose by over one third and now totals 3000.

Liberty Foundation for Vested Pension Benefits

Growth in vested pension assets

Source: Liberty Vorsorge/SMC, status: 30 June 2010

Number of active clients

Source: Liberty Vorsorge/SMC, status: 30 June 2010

Liberty Foundation for 3a Retirement Savings

Liberty Foundation for 3a Retirement Savings has also had an extremely satisfactory performance. In the last six months, the pension assets placed with the Foundation grew by one quarter to reach CHF 30 million, and the number of clients served increased 42% to 1,400 persons.

Growth in retirement savings capital

Source: Liberty Vorsorge/SMC, status: 30 June 2010

Number of active clients

Liberty Vorsorge/SMC, status: 30 June 2010

The two other foundations, Liberty BVG/LPP Collective Foundation and Liberty Flex Invest Foundation will file their first financial statements at the end of 2010. Both foundations were first established in the last 12 months.