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DirectoryFinance & InsurancePension FundsLucernePensFlex - Sammelstiftung für die ausserobligatorische berufliche Vorsorge
PensFlex - Sammelstiftung für die ausserobligatorische berufliche Vorsorge Logo
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PensFlex - Sammelstiftung für die ausserobligatorische berufliche Vorsorge

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 specific needs of its customers and supports them in achieving their financial goals and successfully shaping their transition to the new phase of life.

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Products & services

Industry:Pension Funds
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✓ Offered8
1e Executive Pension Solution (PensFlex)
Individual 1e collective foundation for employees with annual salaries from CHF 136,080, with free investment strategy choice, splitting, risk cover and access to partner banks.
Unified-Strategy Executive Pension Solution (PensUnit)
Collective foundation with a unified strategy for employees with annual salaries from CHF 90,720, with collective investment strategies, risk cover, employer reserves and tax planning.
Combined Executive Pension Solution (PensPower)
Combination of PensFlex and PensUnit with higher buy-in potential, diversified retirement assets, individual investment allocation and combined risk cover.
Business Succession Planning (PensNext)
Succession planning with analysis of personal and business situations, tax optimisation, estate arrangement and financing model for successors.
Vested Benefits Foundation for Retirement Capital (PensFree)
Vested benefits foundation with investment strategies, tax-optimised capital withdrawal, relocation abroad support, risk cover and lifelong old-age and widow’s pension.
Vested Benefits Foundation with Pension Option (Independent)
Independent vested benefits foundation with investment strategies, risk cover, QROPS transfer from the UK, relocation abroad support and lifelong retirement pension.
Staggered Capital Withdrawal (PensSplit)
Splitting vested benefits capital across two institutions with staggered withdrawal, separate investment strategy per account and reduced tax progression.
Tied Pension 3a (Pens3a)
Flexible 3a foundation with investment strategies, pillar 3a contributions, tax-optimised capital withdrawal, owner-occupied housing and relocation abroad support.

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Location

Kauffmannweg 17
6003 Lucerne
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:30
Tue
08:00 - 12:00, 13:30 - 17:30
Wed
08:00 - 12:00, 13:30 - 17:30
Thu
08:00 - 12:00, 13:30 - 17:30
Fri
08:00 - 12:00, 13:30 - 17:15
Sat
Closed
Sun
Closed

At a glance

Legal form
Foundation
UID
CHE-109.685.775
Founded
2000 · 26 years
Last commercial register change
October 16, 2025
Employees
51 to 100

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