Search for 2nd Pillar Assets
Recovering my vested benefits
Are you suspecting lost vested assets? We locate them for free and transfer them into high-performing investments tailored to your goals and profile.
Why call on Invexa?
Every employer in Switzerland pays your BVG contributions into a pension fund. With career changes, it's easy to lose track of your assets. Our services enable you to:
Throughout your career, your LPP contributions may have been paid into multiple pension funds depending on your successive employers. Finding these assets means identifying all the accounts to which you contributed in order to know the exact total of your occupational pension. This ensures that nothing is lost or left unaccounted for.
Some pension funds hold assets whose holders are no longer active or have never taken steps to claim them. Identifying these accounts involves locating these forgotten or dormant funds so that you can recover your rights without leaving money unnecessarily blocked with low returns.
If you have several BVG/LPP credit balances, combine them into a single account or transfer to your new caisse can be complex. Simplifying this process means accompanying you through all the administrative steps, preparing the necessary forms and following up until all your assets have been correctly transferred or consolidated in a new caisse. vested benefits account, without errors or delays.
Our approach to repatriating BVG/LPP assets
Find out how we can help you recover your lost vested benefits.
Analysis of your situation
We examine your past employers, contribution periods and pension documents to get a clear picture of your assets.
Asset search
We identify all your forgotten or unclaimed pension accounts and check your entitlement to benefits.
Detailed report
You'll receive a full report with the location of your assets and the steps you need to take to recover or transfer them.
Transfer support (optional)
We'll help you transfer your assets to your new pension fund or account, and take care of all the administrative formalities.
All you need to know about BVG and vested benefits
Discover our specialist articles on BVG and vested benefits in Switzerland.
Why choose Invexa?
Invexa will work with you rigorously, ethically and objectively to optimize your retirement and personal finances, without any conflict of interest.
Independent advice
Invexa is not affiliated with any bank or insurance company. We are on your side, defending your interests to the best of our ability.
Results-oriented approach
We'll help you make concrete, realistic decisions that are consistent with your tax, business and family situation.
Expert advice
Our advisors are specialists in their field and hold qualifications recognized in Switzerland.
All-round Support
Our team is at your disposal to advise and support you at all times, for simple or complex situations.
Frequently asked questions about retirement planning
Here are the answers to the most frequently asked questions about health insurance in Switzerland.
A 2nd pillar asset search consists of locating all the occupational pension accounts to which you have contributed during your career, including any forgotten or unclaimed accounts.
If you've changed employer or haven't kept up with your pension fund statements, some assets may remain dormant or unclaimed with a former pension fund or the’LPP suppletive institution. The search function allows you to identify and retrieve them.
Yes, the more documents we have (ID card, AHV number, salary certificates, BVG certificates, fund statements), the faster and more accurate the search.
The turnaround time depends on the number of employers and pension funds involved, but in general, a complete report can be provided within a few weeks.
Yes, we offer optional support to repatriate your assets to a chosen retirement account, following the process through to completion.
The search is free of charge. Only a small annual fee is charged for asset management.
Absolutely. All your data will be treated confidentially and in accordance with Swiss data protection and security standards.
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