Private Clients - Switzerland

Life Pension

Benefit from a Guaranteed Lifelong Pension.

Life Pension is a life insurance policy that lets you enjoy a relaxing retirement free of worries.

Guaranteed lifelong annuity payments
Financing via a single premium or periodic premiums
In the event of death, two models are available for benefits or payout of unused capital to beneficiaries
Tax advantages over pension fund annuities

You wish to retain the standard of living you are used to, even after retirement
You would like to be able to relax and enjoy your retirement
You would like to draw on your retirement assets (lumpsum withdrawal from the pension fund or Pillar 3 private pension) or on your inheritance on a regular basis for the rest of your life – without worrying about exhausting your capital

Guaranteed lifelong pension – irrespective of rising general life expectancy
In the event of death any remaining capital is paid out to your beneficiary/beneficiaries in the form of pension payments or as a lump sum
You determine the start date for annuity payments in accordance with your needs
In addition to a guaranteed pension, you are also entitled to participate in any surpluses
Only 40% of the pension payment is subject to income tax

Pension solutions must suit your lifestyle, not the other way round.
We will be happy to advise you.

Telephone 0848 880 844

Pension solutions must suit your lifestyle, not the other way around. We will be happy to advise you.

We will gladly provide you with copies of our Brochures & Publications free of charge.