Would you like to optimise your individual pension and financial situation? Do you want to buy or sell residential property? Or find out more about legal security?

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Individual pension provision and financial advice

92% of people believe it is important to be able to shape their lives in self-determination. This need unites all generations, income levels and genders. Swiss Life’s individual pension provision and financial advice helps them do that – in all phases of life.

Nothing is as multifaceted as life. So it is all the more important to ask yourself the right questions and take steps early on with regard to your financial future. With personal advice from Swiss Life you can adjust your pension provision optimally to your life situation. If your life changes, for example as a result of marriage, promotion or retirement, we will review your situation and suggest solutions.

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What are the benefits of advice from Swiss Life?

  • Individual analysis of your personal situation
  • Comprehensive recommendations for action
  • Advice from an insurance and financial expert

From initial discussion to personal solution

  • At our first meeting we discuss your objectives, wishes and needs.
  • Your insurance advisor will then prepare an individual analysis.
  • In the following discussions, we will present the analysis and solution proposals to you.
  • Even after your decision, we will be happy to support you and assist you over the long term.
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Our advice related to your pension and financial situation

Determine your financial future yourself – with advisory products from Swiss Life

Would you like to take early retirement? Would you like to know how financially secure you and your family are? The advisory products from Swiss Life will give you an overview.

The products on offer range from your personal pension and financial analysis to retirement planning. Which advisory product is the best fit? Select your personal area of interest:

  • Retirement planning

    Many key questions related to retirement need to be asked early on: how high will your income and expenses be? Do you prefer withdrawals in the form of a pension or a lump sum payment? With the help of a comprehensive overview, you can plan the important steps now.

  • Pension- and financial analysis

    Are you and your family adequately insured in the event something happens to you? Will you be able to cover your expenses if you become ill or suffer an accident? An analysis can answer these questions.

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Legal security

Make sure your wishes are met even if you are unable to make judgements, or after your death.

Older people are not the ones who can experience a loss of the ability to make judgements, resulting in decisions being made on their behalf by a third party. Accidents and illnesses can also occur during every stage of life. Determine for yourself who will act on your behalf in these situations and how your wishes are to be implemented.

Swiss Life advises you in every situation – so you can make a self-determined decision.

Choose the solution that best meets your personal needs. 

  • Legal security

    Who will represent you if you are no longer able to make judgements due to illness or an accident? Ensure now that you can make self-determined decisions about your life in such a case.

  • Relief in everyday life with Büro-Spitex

    In some situations you cannot or do not want to take care of all administrative, legal or financial matters. Our partner Büro-Spitex can help in these situations – it provides support in everyday life and protects the interests of our customers.

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Make an appointment for a consultation

In a personal meeting we will find the solutions for all your needs. We would also be happy to advise you by video instead of in the General Agency or at your home.