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Payment plan

Product image Payment Plan
Product image 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.

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