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PensExpert AG

Summary

About the company

The core activity of PensExpert is pension and financial planning for entrepreneurs, including the analysis and optimization of finances, taxes and succession planning. The company offers individual solutions tailored to the personal needs and risk profiles of its clients, and supports them in implementing pension strategies to achieve their financial goals and successfully transition into the new phase of life.

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Products & services

Industry:Management Consulting

✓ Offered11

Pension advisory and retirement solutions

Comprehensive advice for occupational and private retirement provision, with tailor-made solutions for business owners, executives, self-employed people and private individuals.

PensFlex - The 1e collective foundation

Individual 1e retirement solution for employees with income from CHF 136'080 per year, with free investment strategy, risk insurance and partner banks.

PensUnit

Retirement solution with a uniform strategy for employees from CHF 90'720 annual salary, as a basis for executives’ retirement provision within the company.

PensPower

Combined solution made from PensFlex and PensUnit for greater purchase potential and more retirement assets.

PensPlan

Comprehensive retirement planning for companies, for structured planning of occupational retirement provision and financial future.

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PensExpert AG

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PensExpert AG

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