Vested benefits custody account

Deposit your pension fund savings and increase your earnings potential

The vested benefits custody account is the ideal complement to the vested benefits account. Invest your money in investment funds and benefit from developments in the financial markets.

Tax-exempt
Assets, interest and capital earnings are tax-exempt before withdrawal

Higher earnings potential
Your assets are invested in UBS Vitainvest investment funds

Advance withdrawal
Possible, e.g. when you become self-employed or want to finance a home

Vested benefits custody account at a glance

  • No notice period
  • Funds can be used flexibly upon retirement
  • Only for actively managed funds: choice between Switzerland or Global focus and additional diversification through multi-manager approach
  • Regular investments in UBS Vitainvest investment funds are possible (investment fund savings plan for the UBS Vested Benefits Account)

Invest with our fund savings plan

With our fund savings plan, you invest in our investment solutions staggered over a period of time, thus reducing the risk of investing at an unfavorable moment.

Your benefits:

  • No minimum investment amount
  • Transactions are free of charge
  • Schedule your investments flexibly over time

Vitainvest Sustainable Funds

With UBS Vitainvest investment funds, you can choose from different investment funds that focus on sustainability. Your choice of funds depends on your personal investment strategy and risk tolerance. It is also possible to invest your money in several investment funds.

1 hour well spent

Our pension advisors will help you draw up a concrete plan of action and answer all your questions about retirement, including:

  • Will I have enough money when I retire?
  • How can I invest my money to get higher returns?
  • How can I finance my own home with pension funds?
  • How can I best plan my retirement to save on taxes?