How Swiss Life FlexSave Invest works
Choose between a high or low investment in the index and determine the level of capital protection you would like. Your accrued gains are hedged annually, which means that they cannot be lost even if the performance of the index turns negative. Swiss Life FlexSave Invest can be concluded under the restricted and the unrestricted pension plans. However, the restricted pension plan only allows for the transfer of current Pillar 3a assets.
- Guaranteed lump-sum payment
- SMI index performance with no risk of loss
- Annual hedging of index gains
- Possibility of tax benefits
Example of performance of Swiss Life FlexSave Invest
All credited gains increase the minimum payment guaranteed at the commencement of the contract. Years in which the performance of the index is negative do not affect the guarantee.
Further information can be found in our Swiss Life FlexSave Invest product information sheet . We would be happy to discuss them with you in a personal consultation. Contact us today.
Further issues relating to your retirement
For comprehensive information on further aspects of retirement planning. If you want to optimally exploit your opportunities, we will be happy to support you with our expertise.