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Old 03.05.2019, 18:32
porsch1909 porsch1909 is offline
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Re: My wife and I are leaving Switzerland after 8 years

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Yes you should be able to get the money in full. The 'workplace pension' is fairly new legislation, previously anyone could get a refund.
Nothing to stop you getting a job in the UK after the funds are released. Not sure about self employment as in CH the self employed do not need to be insured only employed
I know we have discussed this before but when I was declined it was due to my National Insurance status. Nothing to do with my workplace pension.

I actually found the paperwork concerning it the other day. In the bin now.

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I know the rules very well: Here's the quote:

http://www.verbindungsstelle.ch/docu...ng_EN_2012.pdf

under point 3:

Benefits concernedThat part of the vested benefit which is derived from a compulsory occupational benefit scheme is concerned. The component of the vested benefit which exceeds the statutory minimum benefit amounts (non-compulsory part) is not affected. Retirement benefits on reaching the ordinary pensionable age or the age of early retirement (insofar as the regulation provides this possibility), as well as disability and death benefits, are likewise not concerned. As a peculiarity of Swiss benefit law, early drawing in favour of owner-occupied home ownership continues to be possible within the range of the compulsory occupational benefit even if the residential property is located in the new EU or EFTA country of residence.

It's the law...
The instances when you can take it out aren't wrong. But they aren't the only ones. You can take it out when going to an EU EFTA country outwith those situations.

Also it needs to be 20k minimum to be used towards a house.
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