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Old 28.08.2015, 19:11
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Claiming back Pension contributions

I was wondering if anyone knows how to go about claiming back pension contributions as I have now left Switzerland and I am back home living in the UK. I worked in Switzerland for 6 winter seasons in Zermatt and I have about 3 years contributions in total. A friend who is also English and also works in Switzerland said it is possible and to seek help/advice on the English forum.

I would be very grateful if anyone has any information to help me.

Is it also possible to claim it back from the UK as I am now home in the UK.

Thanks again.
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Old 28.08.2015, 19:53
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Re: Claiming back Pension contributions

By "pension contributions" I am assuming Pillar II company pension. This is what Swiss Authorities Online says:

"Permanent departure from Switzerland

You may draw on your pension if you can prove that you are leaving Switzerland permanently to settle abroad.



Payout of the pension fund to persons moving to an EU / EFTA member state



Anyone leaving Switzerland to settle in an EU/EFTA member state, may generally not cash in their pension from the compulsory pension plan as persons in the new country of domicile are insured by law to receive old age, survivors' and invalidity benefits. The mandatory portion of your pension assets must therefore remain in a blocked account (vested benefits account or policy) in Switzerland and can only be paid out when you reach retirement age. The extra-mandatory portion of your pension, however, may be paid out in cash. The mandatory and extra-mandatory portions of your pension are listed on the personal insurance certificate under the heading ‘Retirement provision information’.



What you need to do




Contact the pension fund you paid into with your last employer or the vested benefits institution where you have an account or a policy. Notify them of your departure from Switzerland and provide them with the necessary documents."



https://www.ch.ch/en/withdraw-pension-early/

This brochure might also be helpful:

https://www.bfm.admin.ch/dam/data/bf...zialvers-e.pdf
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Old 08.09.2015, 13:16
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Re: Claiming back Pension contributions

company pension - check w ur company's pension fund administrator. the mandatory part (small) cannot be withdraw early for u.k. resident.. the other (bigger) part can be withdrawn by paying small taxes depending on canton or u can keep it in a swiss pension account and withdraw/pay tax later. government pension (OSI etc) - cannot withdraw for u.k. resident but u r entitled to some benefits when u retire.
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