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 Delegate Prime

    Your capital is always in professional hands with Swiss Life Premium Delegate Prime. Benefit from the many years of expertise of Swiss Life Wealth Management Ltd and make more out of your money. For a self-determined life – now and in the future.

  • 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 Premium Define

    Swiss Life Premium Define allows you to invest in a selected fund from a given investment area – as an individual investment or as an addition to your current investments and according to 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.

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Pension solutions with insurance protection

  • Swiss Life Champion Advance

    Do you want to invest your money securely and profitably? Swiss Life Champion Advance combines the potential returns of a unit-linked investment with the security of Swiss Life guarantees.

  • 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.

  • Swiss Life Calmo IncomePlan

    Secure and individual income to supplement your AHV and pension fund benefits: with Swiss Life Calmo, you’ll be able to cover your ongoing expenses and treat yourself to something special every now and then with any returns.

  • Swiss Life Calmo

    With Swiss Life Calmo you can choose from a total of three products.

  • Swiss Life Premium Expert

    Swiss Life Premium Expert is no longer available since 3 June 2024. You can find all information on the fund here.

  • Swiss Life Premium Expert Next

    Benefit with this unit-linked life insurance policy from term-optimised investment management.

  • Swiss Life Premium Assets STI

    Put your money into unit-linked life insurance. You benefit from high-quality Swiss commercial real estate, attractive infrastructure investments and a selection of liquid 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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Make an appointment for a consultation

In a personal meeting we will find the solutions for all your needs.