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Guarantee plan

Helvetia Guarantee Plan
Helvetia Guarantee Plan

With the unit-linked life insurance Helvetia Guarantee Plan (3a or 3b) you are building on the foundation of a reliable occupational benefit scheme with guaranteed benefits during the entire contract term. Furthermore, you will benefit from attractive market opportunities that can additionally increase your guaranteed benefits and thus optimise the overall return of your pension solution.

  • Capital protection: guaranteed capital at the end of the contract
  • Automatic securing of targeted gains and increase in guaranteed capital
  • Benefit from positive interest trends and hedge against dropping interest rates
  • Switching between a tied (pillar 3a) and flexible pension provision (pillar 3b) possible
  • A diversified investment strategy with attractive return potential
  • Inclusion of an earning disability pension possible

Modular investment concept

The Helvetia Guarantee Plan is based on a modular investment concept – with a transparent separation between guarantee and chance. You can choose how you would like to weight guarantee and chance on additional income and whether the guarantee portion should be invested as a fixed-interest investment in term deposit investments at our cooperation partner Raiffeisen Switzerland Cooperative or in collateral-secured instruments from Leonteq Securities AG.

Savings insurance product version

With a unit-linked savings insurance, you are selecting the version without a death benefit. You are placing the focus completely on the savings process and targeting a higher guaranteed capital and a higher overall return.

Further information

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