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Your plan for a carefree future
with Prosperity Plus and pillar 3b

Your investment in your independence

Freedom, independence, financial strength – protect yourself with pillar 3b, for today and your future. Get more out of your savings and invest in your prosperity balance.

Plan your pension provision with certainty

Flexibility and confidence for your pension plan. Enjoy ongoing access to your capital and take advantage of the long-term return opportunities of the capital market. Ideal for those seeking reliable, future-oriented pensions with insurance cover.

Full control. With full flexibility.

Secure access to the diverse world of funds – benefit from all market developments. Prosperity Plus gives you the freedom to react to change. Fast. Effortlessly. And to your advantage. Take the opportunity to make flexible adjustments to your premium payments. This will give you 100 % control over your assets.

    Your benefits:

    • Free choice of premium amount

      Premium amount can be individually chosen (at least CHF 1,200 per year)

    • Flexibility when it really matters

      Premium exemption in the event of incapacity to work due to illness or accident (6, 12, or 24 month-long waiting times)

    • Get your premiums protected

      Option to include a premium guarantee (50 %, 80 % or 100 % of the investment premium

    • Flexible payment plan

      Duration and payout timing are freely selectable

    • Individual supplemental payments

      Possible at any time Flexible supplementary payments from CHF 500 are possible at any time

    Switch & Shift

    New goals? Change your investment strategy! Shift investments from one fund to another in order to react intelligently to market change. Switch by changing the distribution of your future deposits to keep the portfolio up-to-date and tailored to you.

    End-of-contract management

    The parachute for your pension plan! If retirement is approaching, end-of-contract management ensures that your investments are transferred to low-risk investments. This protects your saved capital – ensuring you can glide into retirement with ease!

    Rebalancing

    Make sure you have a robust portfolio! If the value your investments changes, it can affect your strategy. By rebalancing, you sell or buy investments to restore the desired split and manage the risk. An important process to achieve your financial goals.

      Your independence

      Flexible, individual and direct

      Direct contact with your agent, supplementary payments and access to all documents – possible at any time in your Prosperity app.

      In constant focus

      Your investments. Always visible.

      Your money – your platform: see the current value of your portfolio and your growth forecast in your Prosperity app.

      Digital convenience

      Easy and functional

      In your browser.
      On your smartphone.
      Always on your screen.

        Still have questions?

        We can answer them! There are different ways to contact us. We will be happy to help you.

        Download documents

        Ready to download: everything you need at a glance in the Information Hub.

        Protection for your loved ones

        Take responsibility: protect your loved ones – whatever the situation. Find out more about Prosperity Duo now.