How to find your LPP assets
During a period of unemployment or a job change, it is crucial to act quickly to recover your 2nd pillar assets. Too often, employees do not take the necessary measures, which can result in these funds being blocked in the old fund or transferred to a supplementary LPP fund, where returns are almost non-existent. Don't let part of your retirement savings go to waste: each time you stop or change jobs, you run the risk of losing a significant portion of your 2nd pillar capital. Act now to secure and optimize your assets before it's too late!
Complete the form below to begin searching for your LPP assets. You will receive an email confirmation once your request has been processed.
If you've changed employers and had a period of inactivity, a vested benefits account has likely been created and your funds transferred into it. It's important to check this account to ensure you don't leave any of your savings unused.
Whether you're buying real estate, starting your own business, or planning any other project, it's important to check if you have vested funds. These assets can be an ideal source of financing for your projects.
To properly organize your estate, it's essential to have a comprehensive overview of your assets. This will allow you to choose a financial partner to manage and grow your capital.
By leaving your Swiss employer, you also leave their pension fund, which results in the creation of vested benefits. You can transfer this to a Swiss bank offering better conditions.
Optimize your assets with advantageous returns and conditions.
Minimum amount
We have simplified this complex process so that you can take immediate action in just a few clicks:
We answer your most common questions about searching for your LPP assets.
Whether you are in Switzerland, France or elsewhere, we support you in the reunion and optimization of your LPP pension assets. Our tailor-made solutions help you secure your savings and make them grow, in order to calmly prepare for your financial future.
Doing these steps alone can be complex, time-consuming, and error-prone. By choosing our service, you benefit from:
Save time and peace of mind thanks to our management of administrative procedures.
Expertise locale and personalized support throughout the process.
Security and optimisation growing your assets with a quality account.
Ignoring your pension assets can lead to serious consequences:
Financial loss : Your funds remain frozen, without growing, due to forgetfulness or an incomplete transfer.
Lack of visibility : It becomes difficult to effectively plan your retirement if you do not know your total assets.
Risks for your loved ones : In the event of incapacity or death, your assets may become inaccessible to your beneficiaries.
Every day counts to secure your funds and ensure a stable financial future.
Once your funds are found, they will be transferred to a vested benefits account open with our renowned financial partner. Here's why this solution is essential for your future:
Attractive interest rates pouvant atteindre jusqu’à 7 % par an, en fonction des performances des placements.
Optimal security, thanks to management entrusted to a prestigious financial institution, recognized for its solidity.
Total flexibility, allowing you to adapt your savings to your pension or retirement goals.
With a vested benefits account, you optimize your savings and guarantee a peaceful financial futureYour money is finally working for you, leaving nothing to chance.
A one-time fee of 3 % is applied for the opening of your vested benefits accountThis amount covers:
There full search and in-depth analysis of your assets.
L’opening and securing of your account in a renowned private bank, recognized for its solidity and its performance.
A personalized follow-up at every step of the process to ensure your funds are properly managed.
This cost is largely offset by the attractive returns of your account, which can reach between 5% and 7% per year, depending on the performance of the investments. On average, these returns allow repay the costs in approximately 6 months, which makes this solution a profitable investment for the future of your assets.
Discover what our clients say about our personalized and efficient service.
Thanks to their expertise, I was able to recover my forgotten LPP assets. The team was responsive and guided me every step of the way. I now feel more confident about the future, with optimized savings.
Contact us today for personalized and professional financial advice.
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