Transfer pension benefits: EU->CH

petertu · #1 24.02.2021, 19:03

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.

HickvonFrick · #2 24.02.2021, 19:57

	Quote:	petertu
	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?