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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryBusiness & Technical ServicesManagement ConsultingLucernePensExpert AG
PensExpert AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of PensExpert is pension and financial planning for entrepreneurs, including the analysis and optimization of finances, taxes and succession planning. The company offers individual solutions tailored to the personal needs and risk profiles of its clients, and supports them in implementing pension strategies to achieve their financial goals and successfully transition into the new phase of life.

AI-generated
Offering

Products & services

Industry:Management Consulting
✓ Offered11
Pension advisory and retirement solutions
Comprehensive advice for occupational and private retirement provision, with tailor-made solutions for business owners, executives, self-employed people and private individuals.
PensFlex - The 1e collective foundation
Individual 1e retirement solution for employees with income from CHF 136'080 per year, with free investment strategy, risk insurance and partner banks.
PensUnit
Retirement solution with a uniform strategy for employees from CHF 90'720 annual salary, as a basis for executives’ retirement provision within the company.
PensPower
Combined solution made from PensFlex and PensUnit for greater purchase potential and more retirement assets.
PensPlan
Comprehensive retirement planning for companies, for structured planning of occupational retirement provision and financial future.
PensNext
Succession planning for companies to plan the business handover early and manage it in a structured way.
PensFree
Tailor-made transferability institution for retirement capital, with solutions for private retirement provision and different life situations.
Independent
Independent transferability institution with an additional pension option for private retirement provision and flexible capital investment.
PensSplit
Solution for splitting retirement capital and reducing the tax burden in private retirement provision.
Pens3a
Flexible Pillar 3a foundation for private retirement provision, with reference to Pillar 3a and digital administration.
relevate
Digital account for transferability and Pillar 3a, with online access to private retirement products.
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4.1/5

PensExpert AG

Trust & reputation

ranQ Trust Score of PensExpert AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 58% · As of October 2026

Without public customer reviews the score stays capped.

PensExpert AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
PensExpert AG scores 92.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.82.07%
PensExpert AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
PensExpert AG scores 65.9 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.88.64%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.43.34%
Qualifications+0.00

PensExpert AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 58%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Press

Media

July 17, 2026Media
PensExpert erweitert Partnerkreis um drei langjährige Mitarbeitende | People | Aktuell
investrends.ch
July 1, 2026Media
PensExpert verstärkt sich mit Ex-Vontobel-Mann Kumschick | People | Aktuell
investrends.ch
May 21, 2026Media
DS Studio: PensExpert macht Vorsorge konkret
persoenlich.com
May 2, 2025Media
Vorsorge neu gedacht: Wie PensExpert seit 25 Jahren die Altersvorsorge individualisiert
luzernerzeitung.ch
January 30, 2023Media
Thomas Bamert neu bei Rothschild & Co | PensExpert | Partner | Services
investrends.ch
January 30, 2023Media
Thomas Bamert neu bei Rothschild & Co | People | Aktuell
investrends.ch
January 12, 2022Media
PensExpert ordnet die Leitung von zwei Grossregionen neu | People | Aktuell
investrends.ch
December 23, 2020Media
Führungswechsel beim Luzerner Vorsorgeberater PensExpert
tagblatt.ch

Knowledge

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Location

Kauffmannweg 17
6003 Lucerne

At a glance

Legal form
Corporation
UID
CHE-105.529.395
Founded
2000 · 26 years
Last commercial register change
September 15, 2026
Employees
21 to 50
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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