Marco Danelli
Head of Pension, Equity Partner
Take advantage of investment opportunities for your pension assets
Take advantage of investment opportunities for your pension assets
Your pension. Your strategy. More than just a stopgap solution.
Vested benefits assets are frequently simply “parked” in an account on a temporary basis. However, they can remain a significant part of your assets for years or even decades, however. We therefore offer solutions that provide you with greater flexibility.
Individual investment strategy
Choose an investment strategy that suits your investment horizon, your risk capacity and your overall financial situation.
Alignment with your personal assets
Your pension and your personal assets go hand in hand. We therefore take a holistic view of both.
Tax-privileged investment
Your pension assets continue to enjoy the tax benefits of occupational pension plans.
Flexible structuring
Various options are available depending on your life circumstances. From a change of job to retirement.
Vested Benefits Foundations PensFree or Independent
Flexibility for particular life circumstances. Invest individually. Structure your pension assets for the long term.
PensFree and Independent offer you a flexible vested benefits solution with a personalised investment strategy and a wide range of investment options.
Your benefits
- Personalised investment solution
- Transparent solution
- Aligned with your overall assets
- Optional insurance coverage for death and disability
- No income or wealth taxes during the pension term
- Flexible withdrawal options
- Securities can be transferred to private assets upon withdrawal
- Personal advice from pension specialists
- Solutions for international situations
In which situations is a vested benefits solution appropriate?
In which situations is a vested benefits solution appropriate?
Change of employer
Your pension assets remain flexible until you choose a new pension solution. We can assist you with transferring them to your new employer’s pension fund.
Career break
Whether you’re taking a sabbatical, undertaking further training or another career break, your pension arrangements remain structured.
Self-employment
Use your pension assets as part of your long-term financial planning.
Divorce
Pension assets are divided equally between the parties; if there is no link to a pension fund, the pension assets have to be transferred to a vested benefits account.
Retirement
Planning ahead opens up more options when it comes to drawing your pension and optimising your tax situation.
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Reichmuth & Co
Reichmuth & Co Private Bankers has embodied a clear philosophy since 1996. As an owner-managed private bank, we combine personal responsibility, independence and an entrepreneurial mindset with a sharp focus on innovation. In doing so, we are driven by a single goal: to protect your wealth with foresight and to ensure its sustainable growth.
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