Vested Benefits Account
A vested benefits account serves to preserve the accumulated pension assets (2nd pillar) securely and for their intended purpose until the individual joins a new pension fund or a legally permitted payout becomes possible.
Both the capital and the investment returns remain tax-privileged and dedicated to retirement provision.
Both the capital and the investment returns remain tax-privileged and dedicated to retirement provision.
Individual Investment Strategies
A vested benefits account is a passive container and cannot be further contributed to. However, you have the opportunity to invest your capital individually and in accordance with your private assets. The securities investments are designed in such a way that you can transfer them to your private assets when you draw them in retirement.