How good is SwissLife Investo?
Investo by SwissLife is a pension plan designed to help individuals save for their retirement. One of the key features of the plan is its flexibility. The plan allows for flexible contributions, making it easy for individuals to adjust their savings based on their current financial situation. Another great feature of SwissLife Investo is its […]
Investo by SwissLife is a pension plan designed to help individuals save for their retirement. One of the key features of the plan is its flexibility. The plan allows for flexible contributions, making it easy for individuals to adjust their savings based on their current financial situation.
Another great feature of SwissLife Investo is its investment options. The plan offers a variety of stock and bond funds, allowing individuals to diversify their investments and meet their retirement goals. With a wide range of options, individuals can create a personalized investment strategy that aligns with their risk tolerance and financial goals.
Overall, SwissLife Investo is a comprehensive retirement savings solution that offers flexibility, investment options, and tax benefits. With its range of options, personalized support and expert advice, Investo can help you reach your retirement goals.
The plan is available both as a private pension plan as well as a Basic-Pension (so-called Rürup). What option is best for you can only be determined in consultation with a financial advisor.
Review of SwissLife Investo
Overall
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Flexibility
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Cost
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Transparency
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Experience in the field
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Financial stability
Summary
Overall, SwissLife Investo is a great pension plan that offers a variety of ETFs as investment options and flexibility in contributions. It is highly flexible and available for both private pension and basic pension (Rürup). The investment options are diverse, allowing individuals to create a personalized investment strategy that aligns with their risk tolerance and financial goals. Overall it is a good option for a retirement plan.
Pros
Good fund selection
Excellent provider
Strong performance
Flexibility
Cons
Costs could be lower*
No app to check the contract balance
*Discount available with Horizon65 – With our discount the plan has much lower fees than with a traditional broker or advisor. Making this product a lot more appealing.