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TELLCO PENSION FUND
Tellco pk INDIVIDUA
Custom pension funds
Customised pension solutions tailored to your needs
Would you like to play an active role in shaping your pension?
With INDIVIDUA, you have the power to choose how your pension assets are invested. The pension fund committee determines the general conditions, including the selection of asset managers and custodians. You also have an influence on the conversion rate and interest rate. This allows you to optimally customise the pension plan to your company’s needs.
What can you co-determine?
- Custom investment strategy
- Implementation of investment strategy
- Selection of asset managers
- Choice of custodian
- Interest rates
- Determination of actuarial assumptions
Ideal for
- SMEs in all sectors with over 50 employees or over CHF 20 million in retirement savings
- Corporate foundations looking to join a collective foundation while maintaining their independence
- Expats: Lowest withholding tax rate upon departure thanks to domicile in the canton of Schwyz
Advantages of Tellco pk INDIVIDUA
Maximum flexibility
Customise your pension fund.
Personalised customer service
Individual service by specialists available in all national languages and English.
Flexible pension models
Until the final day before retirement, you can choose between a pension, a lump-sum payment, or a combination of both.
Additional buy-ins
Early retirement can be organised on a flexible basis through voluntary buy-ins.
Refunds
Purchase amounts can optionally be fully paid out to beneficiaries in the event of death.
Attractive conditions
Savings premium is not due until the end of the year; interest is paid on early payments.
The WIR advantage
Administrative costs of up to CHF 50,000 can be paid with WIR.
Digital administration
Pension administration made easy – thanks to a modern online platform.
Customer testimonial: 1875 Finance
Customer testimonial: PayrollPlus AG
Customer testimonial: Rolf Schlagenhauf AG
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