Your vested benefits foundation for all stages of life

Pension capital from UK pension funds

Good reasons for transferring to Independent

You benefit from tax privileges

  • Tax-free transfer of your UK pension scheme
  • No wealth and income taxes in Switzerland on the vested benefits
  • Withdrawal of vested benefits are taxed at a preferential rate
  • Low withholding tax (Canton Schwyz) if you leave Switzerland permanently

You minimize the currency risk

  • UK Pension fund investments are denominated in pound sterling for the most part
  • This involves currency risk for people who finance their livelihood outside of the UK

Your retirement capital can be individually managed

  • Personal, customized investment strategy in compliance with statutory investment guidelines
  • Complete transparency when it comes to performance and cost
  • Securities transfer into your private assets when the pension assets are paid out

Vested benefits foundation
Herrengasse 14
6430 Schwyz
T +41 41 819 60 73
F +41 41 819 60 69