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Submitted URL: https://pension-life.ch/
Effective URL: https://liberty.ch/en
Submission: On November 25 via api from CA — Scanned from US
Effective URL: https://liberty.ch/en
Submission: On November 25 via api from CA — Scanned from US
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Text Content
* Private clients * Investing vested benefits * Pillar 3a retirement savings * Liberty Emigration * Conditions * Companies * BVG basic benefits coverage * BVG supplementary coverage * 1e Flex * Association solution * Conditions * Business partners * Intermediaries * Advisors * Asset Managers and Banks * FinTech * Product providers * Institutional clients * Outsource administration * Portfolio transfer or merger * Invest with the Investment Foundation * Conditions * Platforms * Foundations * Liberty 1e Flex Invest Foundation * Liberty BVG Collective Foundation * Liberty Vested Benefits Foundation * Lealta Vested Benefits Foundation * Liberty 3a Pension Foundation * Liberty Investment Foundation * LibertyGreen 3a Pension Foundation * Our Platforms * Swiss Association of Entrepreneurs * Compare Invest * Vorsorgeexperten * SmartGate * Your Liberty * Portrait * History * Organization * Partnerships * Jobs * Key figures * Annual report * Security * Distribution formula * Blog and News * Blog * News & Media * FAQ * Contact * DE FR IT EN * Liberty Connect * To account openings * Your 1e BVG/LPP online portals * Download Center * Our Platforms * Book an appointment online * Private clients INVESTING VESTED BENEFITS PILLAR 3A RETIREMENT SAVINGS LIBERTY EMIGRATION CONDITIONS * Companies BVG BASIC BENEFITS COVERAGE BVG SUPPLEMENTARY COVERAGE 1E FLEX ASSOCIATION SOLUTION CONDITIONS * Business partners INTERMEDIARIES ADVISORS ASSET MANAGERS AND BANKS FINTECH PRODUCT PROVIDERS * Institutional clients OUTSOURCE ADMINISTRATION PORTFOLIO TRANSFER OR MERGER INVEST WITH THE INVESTMENT FOUNDATION CONDITIONS * Platforms FOUNDATIONS * LIBERTY 1E FLEX INVEST FOUNDATION * LIBERTY BVG COLLECTIVE FOUNDATION * LIBERTY VESTED BENEFITS FOUNDATION * LEALTA VESTED BENEFITS FOUNDATION * LIBERTY 3A PENSION FOUNDATION * LIBERTY INVESTMENT FOUNDATION * LIBERTYGREEN 3A PENSION FOUNDATION OUR PLATFORMS SWISS ASSOCIATION OF ENTREPRENEURS COMPARE INVEST VORSORGEEXPERTEN SMARTGATE * Your Liberty PORTRAIT HISTORY ORGANIZATION PARTNERSHIPS JOBS KEY FIGURES * ANNUAL REPORT SECURITY * DISTRIBUTION FORMULA * Blog and News BLOG NEWS & MEDIA FAQ * Contact * EN DE FR IT 1. 2. 3. Our independence is your liberty! Liberty is the only provider in Switzerland to offer such a broad spectrum of individual second and third pillar products and services. Our independence assures you more freedom of choice than anywhere else does. Read more here Liberty and its foundations – growing since 2001 BVG Collective Foundation, 1e Flex Invest Foundation, Vested Benefit Foundation, pillar 3a or digital and sustainable foundation offers – Liberty’s pension platform keeps up with your expectations. A success story since 2001. Read more here Innovative and forward-looking SmartGate®, our e-portal, gives you direct access to our pension platform. Thanks to our fully digitised registration process, it is easy to complete your risk check and select the corresponding financial products. Read more here LIBERTY - YOUR EXPERT FOR OCCUPATIONAL BENEFITS AND PRIVATE RETIREMENT PLANS FOR PRIVATE CLIENTS, COMPANIES AND INSTITUTIONAL INVESTORS. OUR PURPOSE IS TO SECURE YOUR RETIREMENT. WE HAVE BEEN PRESENT ON THE SWISS PENSION MARKET SINCE 2001. IT IS ONE OF THE LARGEST PENSION MARKETS WORLDWIDE, WITH MANY DIFFERENT SEGMENTS AND SOLUTIONS FOR THE MOST DIVERSE GROUPS. Whether you are a private individual looking for a 3a retirement savings plan, a company seeking a suitable BVG/LPP or 1e solution for your employees, or a potential business partner in need of support, we offer services of the highest standard in each of these areas. We regularly receive awards from independent comparison platforms for our products, innovations and attractive pricing. We attach great value to security: our clients’ pension assets are invested with dozens of Swiss banks thus greatly reducing the risk of default. Through innovative digital products and competent advice, we help you secure your retirement benefits. 23 YEARS OF INNOVATION 5.3 BILLION ASSETS ON PLATFORM 53'523 ACCOUNT-HOLDERS 1'050 CORPORATE CLIENTS WITH ITS PENSION FOUNDATIONS, LIBERTY IS THE ONLY PROVIDER OF COMPREHENSIVE AND MODULAR PENSION SOLUTIONS IN SWITZERLAND. Liberty Foundation for 3a Retirement Savings is a good choice if you are interested in optimising taxation, increasing your retirement income, and investing in a cost-effective securities solution. Read more here Thanks to LibertyGreen Foundation for 3a Retirement Savings you can plan your retirement savings and save taxes, while contributing actively to environmental protection through sustainable investments. Read more at www.liberty-green.ch Read more here Liberty Vested Benefits Foundation is for individuals who wish to open a vested benefits account and deposit their pension fund assets.Lealta Vested Benefits Foundation offers additional investment diversification and optimisation solutions, including for the withdrawal of your vested termination benefits.www.lealta.ch Read more here Liberty BVG Collective Foundation offers collective occupational benefit solutions for SMEs and large companies. Its offer ranges from basic benefits schemes to management plans. For start-ups and self-employed persons without employees, we offer association pension solutions through the Schweizer Unternehmerverband (Swiss Association of Entrepreneurs) and the SKO (Swiss association of management employees). Read more here Liberty 1e Flex Invest Foundation offers tailored pension solutions in the extra-mandatory area of occupational benefits for members of management, senior management and senior executives. For self-employed persons without employees, Liberty is the exclusive partner of the Swiss Association of Entrepreneurs. Read more here Liberty Investment Foundation enables Swiss pension funds to invest in mortgages efficiently and inexpensively, offering them an interesting additional source of returns. Read more here 1. 2. 3. 4. 5. 6. LIBERTY – COMPREHENSIVE PENSION PROVISION * For Private clients * For Companies * For Business Partners * For Institutional clients * A variety of platforms for a multitude of solutions * Liberty always has the right pension solution for you! For Private customers, Liberty Invest offers attractive options to invest their pension assets in securities with higher potential returns and lower costs. This can significantly increase your overall return by the time you reach retirement age. Liberty Emigration offers detailed guidance on withdrawing your 3a retirement savings or vested benefits when you relocate abroad. In addition, you can calculate your savings potential online at any time. Read more here There are many good reasons for affiliating your SME with Liberty BVG Collective Foundation. Whether your company is a start-up or part of a large group, it can benefit from high pension plan flexibility, personal advice, attractive pricing and, from 50 employees upwards, individual asset management. In addition, your company's affiliation with Liberty 1e Flex Invest Foundation opens up personalised securities solutions at the insured level and optimisation potential for your managers, directors and senior executives. Read more here Liberty offers banks, asset managers, insurers, pension and financial consultants, insurance brokers and fintechs, as well as the HR managers of SMEs, front-line support with streamlined structures designed especially to enable them to focus on their clients and employees. We have developed customised digital pension solutions for proven financial service providers, which can be individually adapted to their needs. Read more here We offer many co-operation opportunities for employer-sponsored pension funds and collective foundations. Our own foundations can efficiently take over large portfolios, or we can take care of the administration of your own foundation. Through Liberty Investment Foundation, we offer pension funds the opportunity of investing in Swiss mortgages, providing them with an additional source of return. These assets offer an advantage over Swiss government bonds, ensuring a high level of security thanks to the mortgage liens and attractive fees. Read more here Liberty's wide range of innovative and customised services and products are the result of the selection of independent platforms and foundations. Read more here Liberty offers tailor-made pension fund solutions for SMEs, as well as flexible executive and management solutions with individual investment strategies. We invest second and third pillar funds profitably and securely. Read more here “FIRST CLASS SERVICE AND FOLLOW-UP COMMUNICATION, VERY MUCH APPRECIATED AND FAR FROM THE NORM WITH THE MANY DIFFERENT PROVIDERS I WORK WITH! THANK YOU AGAIN - IT'S BEEN A REAL PLEASURE DEALING WITH YOU.” CHRISTOPHER EABORN | COSSONAY-VILLE BE ALWAYS UP TO DATE! LIBERTY NEWS - THE THIRD PILLAR COMES UNDER PRESSURE The Federal Council is considering an increase in the taxes that accrue on the payout of pension assets. 19.11.2024 LIBERTY NEWS - YEAR-END PROCESSING - IMPORTANT DATES 2024 is drawing to an end. To make sure you do not miss any important deadlines, we have prepared the following overview. 25.10.2024 LIBERTY NEWS - NEW THRESHOLDS AND CEILINGS EFFECTIVE 1 JANUARY 2025 As of 1 January 2025, the thresholds will be adjusted to reflect current trends in prices and wages. The following changes will apply. 17.10.2024 All blogs OUR INVESTMENT PRODUCTS MULTI FUND INVEST From pension assets of CHF 250,000 or more, we offer an interesting and attractively priced range of investment funds authorised for distribution in Switzerland. Further, you may also choose to manage your own investments with the help of our comparison portal compare-invest.ch, or seek the advice of an advisor or asset manager. Read more here BVG FUND INVEST All BVG/LPP compliant investment funds on our compare-invest.ch platform are available to you from the first Franc. Thanks to our well-established and proven comparison portal, you can compile your portfolio independently or with the help of a consultant – with up to five BVG/LPP-compliant mixed funds, and benefit from attractive pricing. With the Champs solutions (Top 3), we offer an «all-round carefree package» to you. Read more here INDEX INVEST From a balance of CHF 1, you can invest in pure index funds with our "Selection Index" offer. These rule-based investment strategies are implemented to ensure that the risk and return on your portfolio match the benchmark. Read more here MANDATE INVEST For pension assets exceeding CHF 750'000, you have the option of benefitting from individual solutions with direct investments. To ensure the highest level of security, such solutions are implemented as part of a mandate with a FINMA regulated asset manager. Read more here 1. 2. MULTI FUND INVEST From pension assets of CHF 250,000 or more, we offer an interesting and attractively priced range of investment funds authorised for distribution in Switzerland. Further, you may also choose to manage your own investments with the help of our comparison portal compare-invest.ch, or seek the advice of an advisor or asset manager. Read more here BVG FUND INVEST All BVG/LPP compliant investment funds on our compare-invest.ch platform are available to you from the first Franc. Thanks to our well-established and proven comparison portal, you can compile your portfolio independently or with the help of a consultant – with up to five BVG/LPP-compliant mixed funds, and benefit from attractive pricing. With the Champs solutions (Top 3), we offer an «all-round carefree package» to you. Read more here INDEX INVEST From a balance of CHF 1, you can invest in pure index funds with our "Selection Index" offer. These rule-based investment strategies are implemented to ensure that the risk and return on your portfolio match the benchmark. Read more here MANDATE INVEST For pension assets exceeding CHF 750'000, you have the option of benefitting from individual solutions with direct investments. To ensure the highest level of security, such solutions are implemented as part of a mandate with a FINMA regulated asset manager. Read more here 1. 2. 3. 4. OUR PARTNERS SWISS LEADERS In the area of occupational benefits, the Swiss Managers' Association (SMA), in collaboration with Liberty Pensions Ltd, offers attractive pension plans for SMEs and self-employed persons with or without employees. Read more SWISS SUSTAINABLE FINANCE Swiss Sustainable Finance (SSF) was founded in 2014 to promote sustainability in the Swiss financial market, and to strengthen Switzerland's position as a leading global center for sustainability in the financial system. Read more SIGN UP NOW FOR THE LIBERTY NEWSLETTER AND NEVER MISS ANY NEWS Salutation Mr. Mrs. Registration WHERE TO FIND US * Schwyz * Zürich * Versoix * Lugano * Liberty Vorsorge AG * Steinbislin 19 * P.O. Box 733 * 6431 Schwyz * +41 58 733 03 03 * info@liberty.ch * Liberty Prévoyance SA * Chemin Ami Argand 9 * 1290 Versoix * +41 58 733 03 33 * info@liberty.ch * Liberty Vorsorge AG * Baslerstrasse 60 * 8048 Zürich * +41 58 733 03 55 * info@liberty.ch * Liberty Previdenza SA * Via Trevano 15 * 6900 Lugano * +41 58 733 03 77 * info@liberty.ch SOLUTIONS * Private clients * Companies * Business partners * Institutional clients * Platforms SUBPAGE * Download Center * Imprint * Privacy Policy * Legal Notice * Copyright declaration * Foundation Regulations / General Terms and Conditions * © 2024 Liberty Pension Ltd. All rights reserved. * We use cookies to give you the best possible experience. You can find more information about our cookies here. Accept