Financial Thinking
Expat Pensions in Switzerland
Get Clarity. Take Control.
Your Swiss pension is likely one of the most significant assets you’ve built during your time here. Yet for many expats, knowing what to do with that pension — especially when relocating — isn’t always clear.
At Skybound Wealth, we help you understand your position, make sense of the rules, and ensure your pension is structured in a way that protects its long-term value, wherever life takes you next.
Whether you’re preparing to leave Switzerland, already abroad, or simply seeking clarity on your available options, Peter Gollogly - a recognised expert in Swiss pension structures and expat planning - can guide you through the key decisions and help you move forward with confidence.
Maximise your dormant pension funds by selecting the right provider, canton, and investment structure.
Understand the complex rules around moving, accessing, or preserving your Swiss pension when relocating abroad.
Clarify your options, mitigate tax liabilities, and determine the best strategy for accessing your funds at the right time.
Legally reduce your pension’s tax burden by aligning timing, location, and account setup with your global situation.
Start with a short call where you share your pension details, relocation plans, and key questions. This gives Peter the full picture of your situation.
Peter reviews your options, explains access and tax implications, and highlights the strategies that can protect — and often enhance — your pension value.
Together, you decide on the most effective next steps. Peter helps you move forward with a practical, confidence-building plan tailored to your goals.
Arun's guidance is strengthened by Skybound Wealth’s global infrastructure — from deep cross-border expertise to award-winning advisory standards. With thousands of international clients and teams across multiple jurisdictions, Skybound ensures Arun has the tools, data and specialist insight needed to support your decisions with confidence.
Managing your Swiss pension as an expat comes with more questions than answers. Here are some of the most common issues we help clients negotiate, and what you should know before making a decision.
Quarterly reviews, ongoing rebalancing, regular portfolio factsheets — we’re with you for the long haul, adjusting your plan as life evolves.
Manage your investments 24/7 with the Skybound Wealth App offering real-time portfolio views, performance summaries, and seamless adviser access.
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