Cookie Disclaimer

Helvetia uses cookies to offer you the best possible service and to be able to provide information and quotations. By using our website you are stating your agreement with this. Further information on data protection and cookies.

  • I am interested in
    Please check your internet connection
    No results found
    Please get in contact with us. To contact form
  • Menu
  • Private customers

Payment plan

With the unit-linked payment plan from Helvetia, a wide variety of future plans and scenarios involving retirement or a break from work, for example, can be realised straightforwardly. Thanks to regular, guaranteed income you always have a firm hold on your finances.

  • Guaranteed regular additional income
  • Capital protection thanks to Raiffeisen term deposit investments
  • Automatic safeguarding of income achieved
  • Lasting increase in payments with positive value development
  • Flexible formation of build-up and pay-out phases

Certainty and predictability are important – particularly after retirement. That’s why the Helvetia Payment Plan draws a transparent distinction between guarantee and chance. The guarantee part is invested as a fixed-interest investment in term deposit investments with our cooperation partner Raiffeisen Switzerland Genossenschaft, whilst the chance part flows into the broadly diversified investment strategy of World Strategy Plus. With this investment you benefit from a lasting increase in payments if the markets perform positively.

Further information

Get in touch with us
Please fill in the form if you would like a non-binding quotation or consultation.
Request a quotation or advice
Enter your first name.
Enter your last name.
Enter your street.
This field is required
Enter your ZIP.
Enter your residence.
I would like to be contacted by:
This field is required
Enter your e-mail address.
Enter your phone number.
Enter your birthdate.
This field is required
This field is required
Confirm to not be a robot.
Recommend this page

You might also be interested in

Your Swiss Insurer.