myPensPortal

PensExpert AG

About this app

Pension provision made easy! View and update your personal pension data easily and conveniently from home. Communicate with us directly via a secure channel. Use pension tools and calculate effects in real time.

What you can do directly in the app:

• Salary changes
• Voluntary purchases and everything you need to know about purchases
• The dream of owning your own home: advance withdrawals for the promotion of home ownership (WEF) and our attractive financing alternatives
• Desired retirement scenario
• Option of transferring to our PensFree or Independent vested benefits foundations upon departure from the PensFlex or PensUnit collective foundations
• Risk profile and selection of your personal investment strategy, tailored to your partner bank

Coming soon: tax calculator
Our tax optimisation tool will soon be available directly in the portal. We will inform you in good time – watch this space!

Please note that the myPensPortal app can only be used by insured persons of the PensFlex and PensUnit collective foundations – or if you have a pension relationship with our vested benefits foundations PensFree, Independent or Pens3a.

If you have any questions or need assistance, please contact [e-mail] directly.

PensExpert AG