Management provision with a tailored collective strategy

PensUnit collective foundation

PensUnit is our creative response to state over-regulation of 1e pension solutions. We enable companies and the self-employed to build up their customised management pension provision through a standard investment strategy.  


You choose the right investment strategy for your pension fund.

Investment success

The return on your investment is allocated 100% to your pension fund’s custodian account.

Tax optimization

You benefit from increased purchasing potential and thus save taxes.

Why PensUnit?

PensUnit allows you to respond to the requirements of your managers and talented employees at any time. We design innovative and customised retirement plans for you that conform to the legal framework.

A brief overview

Year of foundation


Foundation domicile


Foundation Board

Marcus Waldispühl, Meggen (Chairman)
Franziska Bur Bürgin, Gipf-Oberfrick
Dionys Berwert, Meggen
Mario Lazzarini, Malans

Management and Consulting

PensExpert AG


Mobiliar Lebensversicherungsgesellschaft

Pension fund expert

Dominique Koch, Dipeka AG, Basel


Convisa Revisions AG, Schwyz


Zentralschweizer BVG- und Stiftungsaufsicht (ZBSA)

Alan Mastria
Head of Northwestern Switzerland Region

Thank you for your interest. We will be in touch shortly.

Do you have any questions? Please contact us!

Are you already a customer?

Or contact us directly.

+41 41 226 15 15

Documents and forms

Annual report (only available in german)

Key Figures


The forms are constantly being updated. Currently available:

Voting Reports