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Your personal offer.

Non-binding quote request – best offers, tailored to your needs
If you are an employer or broker looking for a new pension solution for your client, you have come to the right place. Our foundation specializes in developing tailor-made solutions that meet your needs. Our experienced team of pension experts is on hand to provide you with an individual offer that is tailored to your specific requirements. As an independent pension foundation based in Wädenswil ZH, we offer you a wide range of benefits. Contact us today to find out more.

We need some information from you so that we can make you the best possible offer:

  1. Please give us the first and last name of the insured person as well as the date of birth and gender of the person.
  2. The insured person’s AHV annual salary is also relevant for preparing the offer. In addition, we require the insured person’s most recent vested benefit status and degree of employment
  3. You can also describe your desired benefits to us or submit your existing pension plan to us.

We offer standard pension plans for companies with 1-5 insured persons. You can see what these look like here:

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Pension plan variant
Is it necessary to take over benefit cases (old-age, survivors' or IV pensions)?
aktueller Vertragsstatus
Please enter the following information with a semicolon after each entry: Last name; first name; gender (m/f); date of birth; AHV salary; degree of employment (in %); current retirement assets (if available). Attaching an Excel file with the required information makes our work easier.
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