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Old 18.02.2020, 11:42
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Re: alternatives to vested benefits

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I'm looking to transfer the old pension assets to a 3rd party. Swiss pension funds are well managed and well run but I' want to be diversified with respect to who holds the pension assets as well.

In principle you should transfer your old pension fund to the new one when you change jobs. However, I read here that not everyone does that.


But whether you can transfer this from a vested benefits account to a normal investment plan? Always thought that that is only possible in limited cases (f.e. when you retire abroad).



As from FMF´s description, he managed to get his pension pot paid out, but afaik that was because he retired.
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