PKG Pension Fund vs myPensPortal Utilisation & Stats
You can use the PKG Pension Fund app to access your data but also to perform your own simulations and view benefit changes. The app is intended to make it easier for you to plan for your pension.
The following simulations can be performed independently:
- Different retirement options
- Buy-in to improve pension benefits (tax-exempt buy-ins)
- Payments for owner-occupied property (advance withdrawals under legislation encouraging home ownership [EHO])
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Pension provision made easy! View and update your personal pension data easily and conveniently from home. Communicate with us directly via a secure channel. Use pension tools and calculate effects in real time.
What you can do directly in the app:
• Salary changes
• Voluntary purchases and everything you need to know about purchases
• The dream of owning your own home: advance withdrawals for the promotion of home ownership (WEF) and our attractive financing alternatives
• Desired retirement scenario
• Option of transferring to our PensFree or Independent vested benefits foundations upon departure from the PensFlex or PensUnit collective foundations
• Risk profile and selection of your personal investment strategy, tailored to your partner bank
Coming soon: tax calculator
Our tax optimisation tool will soon be available directly in the portal. We will inform you in good time – watch this space!
Please note that the myPensPortal app can only be used by insured persons of the PensFlex and PensUnit collective foundations – or if you have a pension relationship with our vested benefits foundations PensFree, Independent or Pens3a.
If you have any questions or need assistance, please contact support@pens-expert.ch directly.
PensExpert AG
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PKG Pension Fund VS. 
myPensPortal17écembre d, 2024