Why securities in the third pillar?
In the long term, securities solutions with a higher equity quota will provide significant added value compared to traditional account solutions.
Added value of securities investments compared to the savings account solution
pension solutions are available from selected banks and pension foundations. We
would be happy to discuss the optimal solution with you. We look forward to
hearing from you.
Third pillar and vested benefits solution : OLZ Smart Invest 65 ESG
OLZ Smart Invest 65 ESG is a pension fund for vested benefits funds and third pillar retirement savings. The comparatively high equity component of 65% reflects the typically long-term investment horizon of pension capital and significantly increases return potential compared to traditional pension solutions. Despite the equity allocation of 65%, thanks to risk-optimised implementation the fund is considered to be a balanced strategy with a risk profile in accordance with the Pictet BVG 40 Index .
How can I implement OLZ Smart Invest 65 ESG?
touch with us or contact one of our partner banks. More
information about the fund.
Third pillar and vested benefits solutions up to 100% equities
Descartes Vorsorge, OLZ pension solutions for the third pillar and vested
benefits are available with an equity component of up to 100%.
1e plan – a solution for management employees and the self-employed
Insured persons with a salary of more
than CHF 127,980 and up to CHF 853,200. In particular senior
management and executive employees, but also self-employed professionals such
as lawyers, doctors, management consultants or trustees - can benefit from the
1e pension plan. This individual, supplementary pension solution makes it
possible to invest pension capital in accordance with the individual risk
profile and to benefit from tax savings. We offer different investment
strategies depending on the risk profile. We would be happy to discuss your
options during a consultation. We look forward to hearing from you.