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Old 23.01.2019, 12:46
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Missing Company 2te Säule Pension

Hi all,

I'm having a bit of a nightmare trying to track down some pension money. My employment history is as follows
Credit Suisse - 5 years
Tresag (agency) - 1 year
Bosshard (agency) - 5 years
Julius Baer - thereafter

Now, I know when I left CS, I had some - not a huge amount, but certainly enough to chase up - company pension accrued. I know when I left, they transferred it to the TRESAG pension scheme. This is where it gets interesting.
I know that Bosshard transferred the pension I accrued there to my current employer's pension fund, so as far as I am concerned, I currently have my full Bosshard and JB funds inside the JB pension scheme - lovely stuff.

However, the CS & Tresag component is missing from this sum. Here's the kicker - TRESAG have been liquidated, so I can't find out who their pensionskasse was with and I can't contact their HR etc to find out how I can access it and move it to my JB pot (easier if I consolidate them all in one place).

Any ideas how I can find this missing chunk of pension - it is 6 years worth, so a big chunk of my working life here.

Thanks in advance,
StirB
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Old 23.01.2019, 12:55
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Re: Missing Company 2te Säule Pension

Contact Chaeis, they are the default Libre Passage/Freizügigkeitskonto provider
http://www.chaeis.net/en/home.html

and also the 2nd Pillar Central Office a.k.a Verbindungsstelle
http://www.verbindungsstelle.ch/xml_...cation/f71.cfm
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Old 23.01.2019, 13:15
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Re: Missing Company 2te Säule Pension

Very helpful, thanks!
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Old 23.01.2019, 15:32
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Re: Missing Company 2te Säule Pension

If that does not yield results, can you not ask CS where they transferred it to?
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Old 23.01.2019, 15:35
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Re: Missing Company 2te Säule Pension

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If that does not yield results, can you not ask CS where they transferred it to?
I already contacted them - this is how I know they sent it to the TRESAG AG pension fund.
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Old 15.03.2019, 09:25
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Re: Missing Company 2te Säule Pension

Well, an update and happy ending to this.

My current employer recommended using this website to track down any "missing" funds...

http://www.zentralstelle.ch/xml_2/internet/de/intro.cfm

It was a painful procedure having to fill out the right form (I did the wrong one twice, apparently) to the right department (sent to the wrong department twice also - they weren't kind enough to walk my form into the next room either time!).

Eventually I found that AXA were holding the policy. Tresag had changed names to Weststar before liquidation (of both entities) and fortunately were still using AXA to manage the policy at the time of bankruptcy.

Once it was found, the rest was relatively painless - I sent AXA the pay-in slip for the Julius Baer fund via email and the transfer was done within a few days. Now just awaiting confirmation of the receipt of funds from JB Pensionskasse and we're home and dry (he said, tempting fate).
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Old 15.03.2019, 10:10
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Re: Missing Company 2te Säule Pension

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If that does not yield results, can you not ask CS where they transferred it to?
The OP already knows that - read the post!
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Old 15.03.2019, 10:24
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Re: Missing Company 2te Säule Pension

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Well, an update and happy ending to this.

My current employer recommended using this website to track down any "missing" funds...

http://www.zentralstelle.ch/xml_2/internet/de/intro.cfm

It was a painful procedure having to fill out the right form (I did the wrong one twice, apparently) to the right department (sent to the wrong department twice also - they weren't kind enough to walk my form into the next room either time!).

Eventually I found that AXA were holding the policy. Tresag had changed names to Weststar before liquidation (of both entities) and fortunately were still using AXA to manage the policy at the time of bankruptcy.

Once it was found, the rest was relatively painless - I sent AXA the pay-in slip for the Julius Baer fund via email and the transfer was done within a few days. Now just awaiting confirmation of the receipt of funds from JB Pensionskasse and we're home and dry (he said, tempting fate).
Good to hear and no doubt you have learned the lesson and have no doubt become a judicious record keeper

If you have not already done so it would be an idea to also check your social security contributions are accounted for as well.
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Old 15.03.2019, 10:59
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Re: Missing Company 2te Säule Pension

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If you have not already done so it would be an idea to also check your social security contributions are accounted for as well.
Oh God, the humanity!
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