Spend, save or invest? The sooner you invest some of your money sensibly, the higher the yield. With the money you have saved, you can realise your savings goals and fulfil your dreams. Use the savings calculator to calculate how you can multiply your money over a specific investment period.
We offer you various products tailored to your needs, with which you can invest your money sensibly and, at the same time, make provisions for your retirement. Don’t forget that with products like the provisional insurance or the performance plan, you can even save taxes!
Martin and Monica are still in the middle of their professional lives and it's hard for them to think about retirement at the moment. However, the earlier they make provisions, the better they can protect themselves. A pension solution as part of pillar 3a enables you to make up for income gaps after retirement. What's more, the tied pension provision offers attractive tax benefits. Monica and Martin are thus well protected with regard to their financial future. Find out more about our bespoke pension options.
Maintain your standard of living if you become unable to work due to an accident or illness. Make sure that income gaps can be compensated. With the earning disability pension, you provide the necessary substitute income for yourself and your partner so you can maintain the standard of living you are used to.
As responsible people, Monica and Martin are keen to ensure that their «better halves» can continue to live without a care if anything were to happen to them. The whole life insurance enables the partner to cover fixed expenses with the capital paid out.
With the money you save you can fulfil your dreams – or pay tax. Do you want to pay less tax? We show you how that works with a tied provisional insurance policy or the performance plan.
With the tied pension provision (pillar 3a of the Swiss pension system), you can deduct the contributions you have paid into your pension over the year from your taxable income. Use the tax calculator to calculate how this affects your tax bill.