Simply open your vested benefits account online. You do not enter into any contractual obligations and receive a fair interest rate.
Offers
The vested benefits foundation with plenty of flexibility
Regardless of whether you only need a vested benefits account temporarily or would like to invest your pension fund termination benefit in securities for the long term: We have the right solution for you.
Vested benefits foundation
Vested benefits account
Vested benefits foundation
Vested benefits custody account
finpension gives you access to pension funds that are otherwise reserved for pension funds. These funds can reclaim taxes on foreign dividends.
Vested benefits foundation
Splitting the pension fund
When you leave the pension fund, you can have your vested benefits paid out to two different vested benefits institutions (known as splitting). Manage both parts in one app.
Fee
A fee that is worth seeing
Banks don’t like to talk about fees.It’s different with finpension. We have nothing to hide. On the contrary: our fees are low and transparent.
The flat-rate management fee applies to the account and the securities solution.
0.49%
Transfer
Transferring vested benefits
Transferring your vested benefits is very simple. As soon as you have opened an account with finpension, you can download our transfer form. Send the completed form to your old pension fund or your previous provider. We will notify you by e-mail as soon as the money has arrived in your vested benefits account or custody account with finpension.
Print & Send service
We want to make the transfer of your vested benefits as easy as possible for you. That is why we will send you the transfer form by post on request. You will also receive a pre-franked envelope from us. This makes it easy for you to forward the transfer form.
Support
Our goal: The best vested benefits foundation in Switzerland
The two vested benefits foundations of finpension were established in 2017 and 2022. Together, they manage well over one billion Swiss francs.
As we have invested a great deal in the digitalisation of our processes right from the start, we are happy to take the time to provide you with personal support. Do you have any questions? Please do not hesitate to contact us by phone, e-mail or live chat.
Web application and mobile app
Register now & try it out without obligation
You can register directly via our web app or by downloading the free finpension app to your smartphone. No minimum fee and no obligation to make a deposit.
- From 1 CHF
- Up to 5 independent portfolios
- Free choice between account or securities
- 25 CHF fee credit per referral
Vested Benefits Foundation