Your life is in full swing and you have accomplished a lot. You are now looking to secure financial freedom for life after retirement. With UBS Comfort, you have a comprehensive banking solution designed to meet your needs.
Comprehensive advice specially tailored to the needs of your phase of life.
Individual solutions for retirement planning, asset accumulation, providing financial protection and saving for and financing your own home.
Tailored products to achieve your goals, for instance with regard to your retirement.
Pay and Save Basic Offering at an attractive all-in fee.
Membership of UBS KeyClub bonus program.
| Retirement planning | |
|---|---|
Whether you are looking for an optimal way to accumulate assets, planning early retirement or would like to retire with financial peace of mind, we'll analyse your current financial situation with you and show you ways of preparing yourself and your capital for the future:
You'll receive a detailed overview of your income and expenses before and after retirement, showing your savings potential.
Together we'll analyze your asset situation.
We'll calculate your capital needs for life after retirement and decide with you the appropriate measures to cover these needs.
We'll help you plan for early or regular retirement.
Together we'll structure your finances for life after retirement.
We'll show you the advantages and disadvantages of taking your pension as regular payments or as a lump sum.
| Investing | |
|---|---|
At UBS you expect a complete range of attractive investment options to make more of your assets. In addition to a number of other products, this includes the UBS investment fund account, which optimally combines the advantages of UBS Funds with the benefits of an account. Together with your UBS advisor, you select the funds that match your personal objectives. You benefit from professional management of your funds and can pay in or withdraw money at any time.
| Protection | |
|---|---|
With UBS Fiscalife and UBS Life products you combine retirement savings with life and disability insurance, protecting your family or partner against the financial consequences of unexpected events.
| Financing | |
|---|---|
We can show you the various options for accumulating assets in a personal consultation. We’ll help you save money for the down payment and find a good solution for reaching your goal.
Our mortgage professionals will provide you with expert advice to help you choose the right financing option. We’ll talk to you about the costs involved in buying your own home. Together we’ll analyze what you can afford, so you don’t overextend yourself and you can sleep comfortably in your new dream house.
| Pay and save | |
|---|---|
The Pay and Save Basic Offering
The Pay and Save Basic Offering includes all products and services that you need for your daily banking activities – at an attractive flat fee.
With the UBS personal account, you can carry out your CHF banking transactions in seconds. Whether it’s paying in your salary, managing your account, making payments or withdrawing cash at any time – everything can be handled simply and conveniently.
The UBS savings account helps you reach your goals. Enjoy an attractive interest rate and rest assured that your savings are easily available.
With UBS e-banking you complete your banking transactions simply and securely. Wherever you are, whenever you want.
The UBS Fisca account is the ideal retirement savings solution for employees who pay AHV contributions. You save with tax benefits, transparency and flexibility, as you alone decide when and how much you want to pay into your retirement savings account.
You will automatically participate in the UBS KeyClub bonus program. You will collect bonus points simply and easily for all banking transactions and profit from attractive offers.
The UBS Maestro Card lets you make cash-free purchases in Switzerland and abroad. In Switzerland, cash withdrawals in CHF from all UBS Bancomats and ATMs operated by other banks are included in the price. More than 900,000 ATMs are also available around the world for you to withdraw money 24 hours a day.
A UBS Credit Card lets you pay without cash all over the world, simply, conveniently and securely with your signature. You will receive a warm welcome from over 24 million partners. Choose between the UBS VISA Card and the UBS MasterCard.
Important legal information - please read the disclaimer before proceeding.
Products and services in these webpages are not available for US persons, for the exclusion of residents of other nations see the disclaimers relating to the actual services.
© UBS 1998-2009. All rights reserved.