• Donald Desax, former member of the Executive Committee of Helvetia is designated Vice President of Liberty Foundation for Vested Pension Benefits and Liberty Foundation for 3a Retirement Savings.

  • Liberty Pension launches a self-onboarding tool for Liberty Foundation for Vested Pension Benefits. The Company finalises the implementation of the Finnova software application and commissions it successfully. Despite Covid-19, business continues to grow. Liberty 1e Flex Invest Foundation is again awarded first prize for the least expensive risk premium (Sonntagszeitung rating).

  • Liberty Pension reaches a record 23,000 accountholders, with pension assets of over CHF 2.9 billion. Liberty is the first non-bank to migrate to the Finnova software application. And for the second consecutive year, Liberty wins the highly coveted 1st prize for the least expensive 1e pension solution in the Sonntagzeitung’s annual pension fund comparison. The same year, Liberty Investment Foundation (Liberty Anlagestiftung) is launched in partnership with Kreditfabrik, Horgen. New premium partnerships are concluded – inter alia with Banks Syz and Landolt, both headquartered in Geneva. A new office is also opened in Lugano.

  • Signing of a strategic agreement with SKO (Swiss association of management employees) for the exclusive provision of pension benefit services. Liberty wins the highly coveted 1st prize in the Sonntagzeitung’s annual pension fund comparison for the least expensive 1e pension solution.

  • Liberty enters into a co-operation agreement with AXA for 1e solutions. This means taking over some 17,000 accountholders and pension assets exceeding CHF 2 billion. At the beginning of the year, a fourth language, Italian, was added to the Liberty universe.

  • Liberty now serves 13,500 accountholders with pension assets of over CHF 1.6 billion. Inception of the paperless, low-cost, and scalable e-platform 3.0.

  • Liberty Pension further extends its successful investment platform compare-invest.ch. It also starts its co-operation with the Swiss Association of Entrepreneurs for law, finance, and medicine. The co-operation is subsequently extended to the construction and management consulting fields.

  • Liberty reaches 9,000 accountholders with pension assets of over CHF 1.2 billion. Liberty Pension enters into a co-operation arrangement with Albin Kistler AG, with offices in Zurich and Chur. It also signs a co-operation agreement with Hypothekarbank Lenzburg AG, in Lenzburg. Liberty Pension starts a new trend with Liberty Risk, a death and disability risk insurance with a collective premium rate.

  • Eight years after inception, Liberty breaks the CHF 1 billion pension asset mark with 7,700 accountholders. The securities share exceeds 30% for the first time. A branch is opened in Commugny, in the French-speaking part of Switzerland; it was later relocated to Versoix.

  • The investment platform compare-invest.ch proves a great success - with a selection of over 40 BVG-LPP funds.

  • Liberty Pension reaches over 6,000 accountholders with pension assets totalling CHF 600 million. Liberty enters into a co-operation arrangement with Bank Vontobel and Piguet Galland.

  • As a pension provider, Liberty signs a co-operation agreement with bank Lombard Odier & Cie. The investment products of Swiss Life, Baloise and UBS are added to its range.

  • Liberty reaches 3,000 accountholders and CHF 300 million pension assets. Bank Julius Bär becomes a partner bank for Liberty 3a. This year Liberty BVG Collective Foundation and Liberty Flex Invest Foundation were also established.

  • Liberty Foundation now offers the investment products of Zurich Insurance, Swisscanto, and AWi. Liberty exceeds 500 accountholders and CHF 100 million in pension assets. Liberty Foundation for 3a Retirement Savings is established.

  • Liberty Pension adds the products of Sarasin, Pictet, and Reichmuth to its offered range of investment products. Lienhardt & Partner Privatbank Zürich also comes on board as a banking partner.

  • Credit Suisse is added as custodian bank and Investment Foundation for Liberty Pension.

  • Liberty Foundation for Vested Pension Benefits is established. Liberty Pension’s first banking partners are Sparkasse Schwyz and IST Anlagestiftung.