Personnel benefit plans

The core competence of Financial EXPERT Global AG is in independent and professional consultancy in relation to employee pension plans.

The result is a transparent and optimum solution for your company and your employees.

Catalogue of services

  • Review of the existing situation
  • Determination of requirements and definition of the basic conditions
  • Coordination of the different types of insurance
  • Cost and service analysis
  • Plans for executives
  • Employee information
  • Employee consultation (promotion of home ownership, vested rights, years of service buy-ins, pension planning)
  • Asset distribution, investment and distribution plans
  • Annual reporting and balance sheet meetings

In Zurich:
Loewenstrasse 11
P.O. Box
CH-8021 Zurich 
T +41 44 225 85 25 

In Zug:
Riedmatt 9
CH-6300 Zug 
T +41 41 711 67 93

In Rapperswil:
Webergasse 20
P.O. Box
8640 Rapperswil
T +41 55 536 45 45