Invest your money according to your needs – in unit-linked pension solutions with insurance protection, which you finance with a one-off payment, or through attractive investment solutions.

Which investment product is the best fit? Select your personal area of interest:

Investment solutions without insurance protection

  • Swiss Life Premium Delegate

    With this investment solution, you delegate management of your portfolio to Swiss Life Wealth Management Ltd. You can invest in one of four investment strategies. These take account of your risk profile and differ in terms of the respective equity component.

  • Swiss Life Premium Preference

    With this investment solution, you choose one of six current and relevant investment themes. Based on your risk profile, you invest in a portfolio that matches your personal preferences. Our experts monitor your investments on an ongoing basis – and ensure that you can look to a self-determined future with confidence.

  • Swiss Life Invest Dividend

    With Swiss Life Invest Dividend, you benefit from regular returns while your money continues to work for you. You can invest in one of four investment strategies, which is actively and professionally managed.

  • Swiss Life Premium Define

    With Swiss Life Premium Define, you can invest in a selected fund from a specific investment universe – either as a stand‑alone investment or as a complement to your existing portfolio, aligned with your risk profile.

  • Swiss Life Premium PayoutPlan

    Invest your money for the longer term and benefit from potential returns on the capital market. You make a one-off investment in a security-oriented and a return-oriented instrument.

  • Swiss Life CapitalPlan Invest

    Do you have capital that you would like to invest securely and with little fluctuation over the next few years and which you would like, for example, to use as supplementary income after retirement? Would you like to be able to choose between regular payouts and a one-off payout? If so, Swiss Life CapitalPlan is the right solution for you.

  • Swiss Life Personal Account

    With the Swiss Life Personal Account, you can consolidate your funds centrally, securely and flexibly in one place – as a solid basis for your individual pension or investment strategy. You remain in control at all times and can transfer your assets specifically to suitable Swiss Life solutions.

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Pension solution with insurance protection

  • Swiss Life Opportunities Invest

    Swiss Life Opportunities Invest is a fund-unit-linked life insurance product offering attractive potential returns and risk protection. Financed by a one-off payment, it can be taken out in the context of both tax-qualified provisions (pillar 3a) and non-tax-qualified provisions (pillar 3b). You can choose from attractive investment stories and first-class individual funds.

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Vested benefits

  • Swiss Life vested benefits account/custody account

    Invest your vested benefits flexibly – the perfect solution if you have (temporarily) ended or limited your employment or have become self-employed.

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