Notenstein Private Bank Ltd cooperates with vested benefits foundations to offer you the option of investing your vested benefits according to your personal needs, within the framework of investment strategy options and statutory guidelines (OPO2).
Termination benefits that are accrued prior to entitlement to retirement, disability or death benefits are transferred as vested benefits on leaving a pension fund. Vested benefits are practical in cases where the transfer to a new pension fund is impossible or restricted, for example during a career break (training, travel abroad, unemployment), when changing from employed to self-employed status, when transferring a divorce settlement or when the individual emigrates abroad.
Within the limits of OPO2 guidelines and supported by Notenstein’s investment methodology, you can design a strategy tailored to your personal risk capacity and tolerance from the investment strategies available. Further, you can coordinate your pension solutions and thus optimise them for tax purposes.
Thanks to the cooperation with vested benefits foundations domiciled in Canton Schwyz, you also benefit from attractive fiscal conditions.
Our strategic partners for vested benefits:
– PensFree vested benefits foundation
– Elite vested benefits foundation
– Independent vested benefits foundation