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Old 24.02.2021, 19:03
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Transfer pension benefits: EU->CH

Hi.

I worked some years in Austria and collected some II. pillar pension benefits there. Is it possible to transfer them to a II. pillar in Switzerland (for example to VIAC or Valuepension)?

I tried to search for some bilateral agreements between EU and CH that would allow this, but I couldn't find much information. Has anyone tried to do this (maybe from some other EU country)?

I would like to keep all my benefits on one place and invest them in stocks, rather than keeping them in multiple different countries without my direct oversight.
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Old 24.02.2021, 19:57
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Re: Transfer pension benefits: EU->CH

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Hi.

I worked some years in Austria and collected some II. pillar pension benefits there. Is it possible to transfer them to a II. pillar in Switzerland (for example to VIAC or Valuepension)?

I tried to search for some bilateral agreements between EU and CH that would allow this, but I couldn't find much information. Has anyone tried to do this (maybe from some other EU country)?

I would like to keep all my benefits on one place and invest them in stocks, rather than keeping them in multiple different countries without my direct oversight.
I suspect that you would need to transfer them to your workplace pension - which is likely a bad move as far as returns go. Is it not possible to transfer to a self managed scheme in Austria?
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