PensExpert AG

Retirement planning in Basel

PensExpert AG is a pioneer in occupational pensions based in Basel. The company offers customized pension solutions for companies and private individuals, including management pensions, vested benefits services, and tax planning. With a focus on individuality and personal responsibility, PensExpert supports clients in optimizing their pension assets.

Opening times

Closed until 1:30 PM

Monday
8:00 to 12:00 / 13:30 to 17:30
Tuesday
8:00 to 12:00 / 13:30 to 17:30
Wednesday
8:00 to 12:00 / 13:30 to 17:30
Thursday
8:00 to 12:00 / 13:30 to 17:30
Friday
8:00 to 12:00 / 13:30 to 17:30
Saturday
Closed
Sunday
Closed

Monday
8:00 to 12:00 / 13:30 to 17:30
Tuesday
8:00 to 12:00 / 13:30 to 17:30
Wednesday
8:00 to 12:00 / 13:30 to 17:30
Thursday
8:00 to 12:00 / 13:30 to 17:30
Friday
8:00 to 12:00 / 13:30 to 17:30
Saturday
Closed
Sunday
Closed

Opening times

Closed until 1:30 PM

Monday
8:00 to 12:00 / 13:30 to 17:30
Tuesday
8:00 to 12:00 / 13:30 to 17:30
Wednesday
8:00 to 12:00 / 13:30 to 17:30
Thursday
8:00 to 12:00 / 13:30 to 17:30
Friday
8:00 to 12:00 / 13:30 to 17:30
Saturday
Closed
Sunday
Closed

Monday
8:00 to 12:00 / 13:30 to 17:30
Tuesday
8:00 to 12:00 / 13:30 to 17:30
Wednesday
8:00 to 12:00 / 13:30 to 17:30
Thursday
8:00 to 12:00 / 13:30 to 17:30
Friday
8:00 to 12:00 / 13:30 to 17:30
Saturday
Closed
Sunday
Closed

Address:

Telephone:
061 226 30 20

E-Mail:
welcome@pens-expert.ch

Website:
https://www.pens-expert.ch/

Frequently asked questions about PensExpert AG

Your pension savings are preserved and must be transferred to a vested benefits institution or the new employer's pension fund. PensExpert offers specific vested benefits solutions for this purpose.

Yes, upon permanently leaving Switzerland, pension funds can be withdrawn or transferred in a tax-optimized manner under certain conditions. PensExpert advises you on the possibilities.

Yes, PensExpert offers customized pension solutions for self-employed individuals that combine tax benefits and flexible investment opportunities.

You can book an appointment directly via the website or contact the Basel office by phone at +41 61 226 30 20.

This is an individual pension solution for employees with an annual salary above CHF 136,080 (as of 2026), offering more flexibility in investment strategy.

Categories: Retirement planning

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