Search for 2nd Pillar Assets

Have you changed employer or lost track of your 2nd pillar pension assets? We can help you find them quickly and securely.
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Search for 2nd Pillar Assets

All you need to know about BVG and vested benefits

Discover our specialist articles on BVG and vested benefits in Switzerland.

Why choose Invexa?

Independent advice

Invexa does not sell banking or insurance products. 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.

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.

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Some pension funds hold assets whose holders are no longer active or have never taken steps to claim them.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.

When you have multiple BVG/LPP assets, consolidating them into a single account or transferring them to your new fund can be complex. Simplifying this process means guiding you through all administrative steps, preparing the necessary forms, and ensuring follow-up until all your assets are correctly transferred or consolidated, without errors or delays.

Why call on Invexa?

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. Research can help you identify and recover them.

Yes, the more documents we have (salary certificates, 2nd pillar certificates, fund statements), the faster and more precise 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 for repatriating your assets to your new pension fund or a chosen retirement account, following the process through to completion.

The search is free. You are only charged for repatriation. A clear and transparent quote is provided before any action is taken.

Absolutely. All your data will be treated confidentially and in accordance with Swiss data protection and security standards.

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Don't let your 2nd pillar assets lie dormant in forgotten accounts. Contact us today to start the search for your 2nd pillar assets.
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