Liberty Pension continues to grow. On 1 April 2022, Liberty absorbed over 4,500 accountholders, with pension assets worth around CHF 150 million, from the EFG vested benefit and 3a pension foundations. In addition, the Liberty Group enters into a partnership with Helvetia and launches the flexible Helvetia 1e management benefits scheme. Visana acquires a minority stake in Liberty, strengthening the co-operation between the two companies in the insurance and pension fields. Visana will be able to offer comprehensive benefits solutions to its private and corporate clients, while Liberty adds insurance solutions to its offered product range.

A new milestone is reached. Liberty increases its pension assets under management to around CHF 4 billion with more than 31,000 clients. Since the launch of SmartGate®, more than a thousand clients with pension assets of around CHF 25 million have been secured via this innovative interface within a short period of time. The online portal Liberty Connect is being expanded and is now also available to Liberty's partners.  Liberty Pension appoints Donald Desax to the Board of Trustees, and as Vice Chairman of Liberty Foundation for Vested Pension Benefits and Liberty Foundation for 3a Retirement Savings. Donald Desax was previously a member of Executive Committee of Helvetia.

In the year of the corona outbreak, Liberty Pension launches a self-onboarding tool for Liberty Foundation for Vested Pension Benefits. The Company completes the implementation and successfully commissions the Finnova software application. Liberty introduces SmartGate®, an open digitally driven IT platform for clients and business partners. This platform enables the main types of changes and data transfers between partners and Liberty without media discontinuity. Despite Covid-19, business continues to grow. Liberty Pension is once again designated the most favourable 1e Flex Investment Foundation in Switzerland (Sonntagszeitung rating).

Another important year for Liberty Pension. The pension provider now has a record 23,000 accountholders, with pension assets of over CHF 2.9 billion. Liberty is the first non-bank to adopt the Finnova banking software application. For the second consecutive year, Liberty wins the highly coveted 1st prize in the annual pension fund comparison conducted by the Sonntagszeitung newspaper in the category of most cost-effective 1e pension solution. This same year, Liberty Investment Foundation (Liberty Anlagestiftung) is launched in partnership with Kreditfabrik, Horgen. New premium partnerships are formed – including with banks Syz and Landolt, both with registered offices in Geneva. A new office is opened in Lugano.

Signature of a strategic agreement with SKO (Swiss association of management employees) becoming its exclusive pension provider. Liberty wins the highly coveted 1st prize in the Sonntag Zeitung’s annual pension fund comparison for the least expensive 1e pension solution.

Thanks to a co-operation agreement with AXA in the area of 1e solutions, Liberty Pension now has around 17,000 accountholders with pension assets under management of more than CHF 2 billion. At the beginning of the year, Italian is added to the Liberty universe as a fourth language.

The number of clients grows to around 13,500 this year and pension assets under management climb to over CHF 1.6 billion. Liberty Pension launches its “ePlatform 3.0”: scalable, inexpensive and paperless.

Liberty Pension continues to expandits successful investment platform compare-invest.ch. It also enters into a co-operation with the Swiss Association of Entrepreneurs for law, finance and medicine. Somewhat later, the co-operation is extended to the construction and management consulting fields.

The pension provider now has a record 9,000 accountholders, with pension assets of over CHF 1.2 billion. Liberty Pension forms a co-operation arrangement with Albin Kistler AG, with offices in Zurich and Chur. In addition, Liberty signs a co-operation agreement with Hypothekarbank Lenzburg AG, in Lenzburg. Liberty breaks new ground once again: Liberty Pension starts a new trend with Liberty Risk, a death and disability risk insurance with a collective premium rate.

A huge milestone: eight years after inception, Liberty breaks the CHF 1 billion pension asset mark with 7,700 accountholders. The securities share exceeds 30% for the first time. In French-speaking Switzerland, Liberty opens a branch in Commugny, which is now located in Versoix.

Liberty becomes a frontrunner in the development of digital structures: the company begins to implement its platform strategy with the development of the Compare Invest investment platform, which compares and offers over 40 BVG funds. This paves the way to success and market leadership for Liberty Pension.

Liberty Pension doubles its client base and pension assets to more than 6,000 accountholders and nearly CHF 600 million in pension assets under management. Liberty enters into a co-operation arrangement with Bank Vontobel and Piguet Galland.

Solid co-operation arrangements and high-yield products increase Liberty’s attractiveness as a pension provider. Liberty signs a co-operation agreement with Bank Lombard Odier & Cie, and adds investment products from Swiss Life, Baloise and UBS.

Around 3,000 accountholders now place their trust in Liberty Pension. Assets under management exceed the CHF 300 million mark. Bank Julius Bär becomes a partner bank of Liberty Foundation for 3a Retirement Savings. The expansion continues: the pension provider establishes Liberty BVG Collective Foundation and Liberty Flex Investment Foundation.

Liberty Vorsorge reaches another milestone: pension assets under management break the CHF 100 million mark with around 500 accountholders. Liberty Foundation now offers investment products from Zurich Insurance, Swisscanto, and AWi. Liberty Foundation for 3a Retirement Savings is established.

2007 Liberty Pension adds the products of the Swiss private banks Sarasin, Pictet, and Reichmuth to its offered range of investment products. Lienhardt & Partner Privatbank Zürich is added as a banking partner.

Liberty Pension gains another important partner in Credit Suisse, a major Swiss bank, as its custodian bank and investment foundation.  

After an intensive preparatory phase, the first foundation, Liberty Foundation for vested pension benefits, is established. Liberty Pension’s first partners are Sparkasse Schwyz and IST Anlagestiftung.

Liberty Pension starts operating as administrator of Swiss pension funds and collective foundations. This lays the foundation for Liberty to enter the market a few years later with its first pension platform and the establishment of its own vested benefits foundation and pension fund, thus improving the transparency that had often been criticized until then. From the beginning, Liberty has focused on values such as independence, innovative strength and reliability, and thanks to its strong customer orientation, it has created an environment in which pension plan clients can make their own choice of products and services. Following the motto: Free choice is the right choice.