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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,041 companies indexed · Last updated: today
DirectoryBusiness & Technical ServicesManagement ConsultingLucernePensExpert AG
PensExpert AG Logo
Verified· 3 sources

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.

AI-generated
Offering

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.
PensNext
Succession planning for companies to plan the business handover early and manage it in a structured way.
PensFree
Tailor-made transferability institution for retirement capital, with solutions for private retirement provision and different life situations.
Independent
Independent transferability institution with an additional pension option for private retirement provision and flexible capital investment.
PensSplit
Solution for splitting retirement capital and reducing the tax burden in private retirement provision.
Pens3a
Flexible Pillar 3a foundation for private retirement provision, with reference to Pillar 3a and digital administration.
relevate
Digital account for transferability and Pillar 3a, with online access to private retirement products.
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Press

Media

July 17, 2026Media
PensExpert erweitert Partnerkreis um drei langjährige Mitarbeitende | People | Aktuell
investrends.ch
July 1, 2026Media
PensExpert verstärkt sich mit Ex-Vontobel-Mann Kumschick | People | Aktuell
investrends.ch
May 21, 2026Media
DS Studio: PensExpert macht Vorsorge konkret
persoenlich.com
May 2, 2025Media
Vorsorge neu gedacht: Wie PensExpert seit 25 Jahren die Altersvorsorge individualisiert
luzernerzeitung.ch
January 30, 2023Media
Thomas Bamert neu bei Rothschild & Co | PensExpert | Partner | Services
investrends.ch
January 30, 2023Media
Thomas Bamert neu bei Rothschild & Co | People | Aktuell
investrends.ch
January 12, 2022Media
PensExpert ordnet die Leitung von zwei Grossregionen neu | People | Aktuell
investrends.ch
December 23, 2020Media
Führungswechsel beim Luzerner Vorsorgeberater PensExpert
tagblatt.ch
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Location

Kauffmannweg 17
6003 Lucerne

At a glance

Legal form
Corporation
UID
CHE-105.529.395
Founded
2000 · 26 years
Last commercial register change
September 15, 2026
Employees
21 to 50

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