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Helvetia Private Vorsorge Übersicht

Be well prepared for all of life’s situations

Enjoy life – not just now, but in future too. Knowing you are well protected makes it much easier. Helvetia can help you choose the right pension solution.

Make provision for old age

Dreams are not only for the young. Take steps now to secure your standard of living and your goals later in life.

Retirement pension

You build up your retirement assets during the savings phase. When the time arrives, you receive additional income for the rest of your life to top up your OASI pension and your pension fund capital.
Your advantage
Additional income guaranteed for the rest of your life
Retirement pension

Payment plan

duration of payouts yourself. Is ideal as a bridging pension until the ordinary retirement age.
Your advantage
Additional income with a flexible term of your choice
Payment plan

Protect your family and business partner

Protect yourself and your family if you are no longer able to provide for them owing to a stroke of fate.

Whole life insurance

In the event of your death, the guaranteed amount will be paid out promptly to your surviving dependants. This ensures that your family or business partner will at least have no financial worries.
Your advantage
Security for your family and business partner
Whole life insurance

Disability insurance

With a disability insurance you can safeguard your personal income and remain financially independent should you lose your capacity to work.
Your advantage
Pension in the event of reduced capacity or full incapacity to work
Disability insurance
Helvetia Vorsorgecheck
How large is your pension gap?
In the event of death, OASI benefits and your pension fund would cover only part of the financial requirements. You can close this gap with whole life insurance.

Invest money long-term

Realize your dreams and safeguard your long-term financial goals now with Helvetia’s investment options.

Fund account

Enjoy the flexibility and, here too, take advantage of market opportunities by investing in attractive investment funds. At the same time you forgo insurance cover completely.
Your advantage
Flexible investment and attractive opportunity for profits
Fund account

Performance plan

You bank entirely on market performance and invest in attractive investment funds.
Your advantage
High earnings opportunities thanks to a return-oriented investment
Performance plan

Guarantee plan

You choose your investment strategy and determine your ideal mix of security and return.
Your advantage
Guaranteed minimum benefit with additional opportunities for profits
Guarantee plan

Benefit plan

You invest your money securely and know, when you take out the insurance, how much you will ultimately receive.
Your advantage
No-risk pension provision with guaranteed payout
Benefit plan