The advantages of a vested benefit account with Liberty

Liberty Foundation for Vested Pension Benefits offers clients vested benefit accounts with an attractive interest rate in a tax-friendly environment.

Liberty also offers an extensive range of attractive services for pension fund managers, employers and consultants. In case of a collective exit, for example, a pension fund can open a vested benefits account with Liberty. Clients can easily instruct Liberty to transfer out their vested benefits when they join a new pension fund.

All transactions can be handled directly through Liberty Online.

Advantages for private clients

  • Attractive interest rate
  • Free choice of investment strategy
  • Investment strategies with up to 60% equities content
  • Transfer of pension assets to your private assets
  • Lowest withholding tax rate in Switzerland for clients moving abroad

Advantages for consultants and companies

  • Attractive and innovative services
  • Support for outgoing employees
  • Downsizing administration relief
  • Secure occupational benefits after employment ends
  • Multilingual support services

Advantages for pension funds

  • Higher returns
  • Outsourcing administration and responsibility
  • Quick and secure processing, free of charge