Milestones
Story
finpension was initiated in 2015 by Beat Bühlmann. Together with Ivo Blättler, a former colleague at a Swiss private bank, they established a 1e collective foundation. By establishing the foundation, they anticipated a change in the law, which was enacted by the Federal Council on 1 October 2017. 1e solutions, therefore, became attractive due to the change in the law.
In 2018, the offer was expanded to include a affiliated solution in the form of a vested benefits foundation. Under the management of Gaëtan Maraite, a location was established in the French-speaking part of Switzerland. Finally, in 2020, a 3a retirement savings foundation was added, which ideally complements the range of pension offering.
In 2024, finpension received a licence from the Swiss Financial Market Supervisory Authority FINMA as an account-holding securities firm. The next important step towards realising finpension’s vision.
25.04.2024
finpension takes over the 1e Collective Foundation from GEMINI on 1 January 2025
The GEMINI 1e Collective Foundation with around 220 insured persons and assets of CHF 45 million, sees itself as too small as a provider in the market for the insurance of extra-mandatory BVG assets with individual asset investment in the long term. The merger is an evidence of finpension's excellent positioning in the 1e market.
01.03.2024
finpension obtains FINMA licence as a securities firm
finpension has obtained the license as a Securities firm by the Swiss Financial Market Supervisory Authority (FINMA). This license enables finpension to offer an independent investment solution for private, non-pension assets. The client account is opened directly with finpension, not with a bank. This means that finpension maintains its independence.
15.09.2023
Pillar 3a now also with UBS funds
Last autumn, our 3a retirement savings foundation was able to conclude a new fund access agreement with Swisscanto. Now it has succeeded in doing the same with UBS. This means that our clients can now choose from three fund houses, Credit Suisse, Swisscanto and UBS, for both the 3a retirement savings foundation and the vested benefits foundations.
03.11.2022
Major app update
With the update 4.0.0, the finpension app gets a dashboard. This contains a summary of the assets. It also shows how much can still be paid in during the current year. Finally, an extended performance view has been implemented, which also allows evaluations on a consolidated basis.
28.10.2022
New HR platform (1e)
The new HR platform is intuitive to use. It is designed to further simplify the administration of insured persons' data.
27.10.2022
Launch of the second vested benefits foundation
At the time of leaving the pension fund, you can have your vested benefits paid out to two different vested benefits foundations (a so-called splitting). Thanks to finpension Vested Benefits Foundation II, you can now benefit from the advantages of finpension's securities solution for both parts.
10.10.2022
Pillar 3a also with Swisscanto funds now
Clients of the finpension 3a Retirement Savings Foundation can also have their investment strategy implemented with Swisscanto's fee-free funds now, in addition to the existing option with the fund house Credit Suisse.
19.09.2022
Access to UBS institutional funds
Clients of the finpension Vested Benefits Foundation now have another fund house to choose from in the form of UBS.
24.05.2022
Integration of the 1e accounts into the finpension app
Insured persons of the finpension 1e Collective Foundation can now also manage their 1e account in the finpension app (information for the insured: a final login via the old yourpension platform is required so that the 1e account can be transferred to the finpension app).
29.03.2022
Second institutional fund access strengthens independence
Thanks to the second institutional fund access with Swisscanto, finpension is strengthening its independence. Clients of the finpension Vested Benefits Foundation can now choose between the two fund houses Credit Suisse and Swisscanto.
04.02.2022
10,000 clients with an average of more than CHF 100,000 in assets
In 2021, the assets under management could be doubled again to more than one billion Swiss francs. With currently 10,000 satisfied clients, this results in average pension assets of more than 100,000 Swiss francs.
19.11.2021
Integration of the vested benefits foundation into the finpension app
The finpension app can now also be used to invest vested benefits in securities. Both the mobile app and the web app have been expanded accordingly. Existing clients of the Vested Benefits Foundation with index solutions were successfully migrated.
10.06.2024
The best 3a funds in 2021
With seven out of nine places on the podium, finpension and its 3a securities app distinguished itself during its first participation in the Handelszeitung contest. All investment strategies with an equity component of 20% or more receive a 'very good' rating.
05.06.2021
Lowest total costs in the PF 2021 comparison
For the second year running, the finpension 1e collective foundation (yourpension) has the lowest total costs. The costs of the most expensive provider are 257% higher, as the survey shows.
19.04.2021
From 0 to 200 in five years
Since its establishment on 26 February 2016, more than 200 companies have affiliated to the finpension 1e Collective Foundation.
01.01.2024
Standardization of foundation names
The names of the foundations are unified under the name finpension. The yourpension collective foundation becomes finpension 1e Collective Foundation and the valuepension vested benefits foundation becomes finpension Vested Benefits Foundation.
14.12.2020
Web interface for 3a-securities app
You can now also register with the finpension 3a Retirement Savings Foundation and manage your 3a portfolios via the web interface.
16.10.2020
Launch 3a-securities app
The 3a-securities app is launched with a flat fee of just 0.39 % plus VAT. At the same time, the finpension website is presented in a new look.
06.06.2020
1st place in pension fund ranking
finpension wins first place in the pension fund comparison. yourpension is named the best 1e collective foundation in Switzerland by the SonntagsZeitung and Finanz & Wirtschaft.
01.01.2020
Milestones in growth
In 2019, the threshold of 100 affiliated companies, 1,000 insured persons and 200 million pension assets under management was exceeded.
25.11.2019
finpension launches all-in fee
At the end of November 2019, the unrivalled low all-in fee is launched together with a new, modern web platform.
01.01.2019
Affiliation of the University Hospitals of Geneva
As of 1 January 2019, the University Hospitals of Geneva and around 350 insured persons join the yourpension collective foundation. The contract was awarded following a public tender.
14.12.2017
Establishment of the vested benefits foundation valuepension
On 14 December 2017, the valuepension - vested benefits foundation was entered in the Commercial Register. It is the second foundation managed by finpension AG.
16.02.2017
Transfer of management to finpension AG
On 16 February 2017, the management of yourpension - collective foundation was transferred to finpension AG, which was founded specifically for this purpose.
26.02.2016
Establishment of 1e collective foundation yourpension
On 26 February 2016 yourpension - collective foundation was officially established and entered in the commercial register.