The advantages of a 3a retirement savings account with Liberty

Liberty 3a Retirement Savings Foundation offers you the possibility of investing your pension assets at attractive interest rates in a tax-friendly environment.

Liberty also offers consultants a broad range of attractive services. Liberty’s user-friendly pensions platform offers attractive terms and conditions for the investment of 3a retirement savings be it in BVG/LPP-compliant investment funds with a choice of risk profiles or in the framework of individual asset management mandates.

Advantages for private clients

  • Attractive interest rates
  • Flexibility
  • Free choice of investment strategy
  • Up to 60% equities content
  • Transfer of pension assets to your private assets
  • Lowest withholding tax rate in Switzerland in case of emigration

Advantages for consultants

  • Growing and managing your own client base
  • Attractive addition to your own consulting services
  • Asset management possible