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Payment plan

Product image Payment Plan
Product image Payment Plan

With the Helvetia Payment Plan you can create financial freedom and plan for long-term security. You pay in once or at regular intervals. Later the regular payments will supplement your pension, your income or bridge a temporary time-out.

  • Planning security thanks to guaranteed minimum payments
  • Additional return opportunities thanks to participation in financial markets
  • Professional investment management
  • Flexible payment of the invested capital
  • Capital accumulation by means of a one-off payment or regular contributions

Payment Plan – your pension solution?

With the Helvetia Payment Plan you accumulate your assets for the period when you are no longer working. You can invest existing capital or pay in a certain amount regularly over your chosen period. The Payment Plan is suitable for

  • long-term retirement savings
  • saving for planned early retirement
  • saving for a planned time-out 
  • supplementing your income when you reduce your workload

A brief guide to the Payment Plan

Advisory meeting

Helvetia can help you find the best-possible solution to finance your retirement.

Payment Plan – the solution to match your needs
Secure your livelihood
Should you die, Helvetia will pay the capital saved to your surviving dependants.
Save and realize your dreams
Realize your dreams thanks to the systematic accumulation of capital and regular payments.
Invest money
With your chosen investment strategy you can further enhance the regular payments.
Be financially independent
Systematic saving means you will have adequate financial means at your disposal even after your retire.
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