PensExpert SA

Retirement planning in Geneva

PensExpert SA is a pioneering independent pension provider in Switzerland, specializing in individualized 1e solutions, vested benefits, and pillar 3a. With over 25 years of experience, they offer tax-efficient strategies and self-determined investment options for entrepreneurs, executives, and wealthy individuals, focusing on personal advice and financial freedom.

Opening times

Open until 17:30 Uhr

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

Open until 17:30 Uhr

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:
022 319 70 00

E-Mail:
welcome@pens-expert.ch

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

Key features:

PensFlex and PensUnit solutions for flexible pension provision
Digital platform 'relevate' for vested benefits and pillar 3a
QROPS status for tax-free transfer of UK pension funds

Frequently asked questions about PensExpert SA

PensExpert is an independent provider of individual pension solutions for companies and private individuals.

The offering is primarily aimed at entrepreneurs, executives, self-employed individuals, and wealthy private persons.

Yes, PensExpert offers individual investment strategies and the free choice of partner bank.

These are pension solutions for executives (PensFlex, from CHF 136'080 salary) and employees (PensUnit, from CHF 90'720 salary).

Yes, in-house tax experts ensure tax-optimized pension planning.

Categories: Retirement planning

About this profile

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