Combination of investment funds and a life insurance policy
Anyone providing for the future wants to be financially secure, or at least to be able to enjoy retirement without financial worries. This is why it is so important to choose a solution that ticks all the boxes. The Baloise Fund Plan is designed to do just that.
The Baloise Fund Plan is a pension solution with a savings component that is invested according to your personal investor profile. At the same time, you can rest assured that guaranteed benefits will cover the financial risks of death and loss of earnings capacity. So you enjoy maximum security thanks to guaranteed insurance benefits, and attractive opportunities for returns – all within a flexible solution geared to your own financial needs.
Are you more of a cautious type when it comes to providing for the future? Or would you like your pension solution to have a long investment horizon so that you can exploit the potential for higher returns? Regardless of whether you want to take a defensive or an offensive approach to retirement planning, you will always find a suitable solution with us. Make your choice:
Unit-linked life insurance contracts in conjunction with the Baloise Fund Plan mean that you can choose between two mixed products for your private Pillar 3a pension provision, all depending on your mentality as an investor and your propensity to accept risk.
For the “defensive expert”
Funds in the Baloise Fund Plan for the cautious investor:
For the “midfield strategist”
Funds in the Baloise Fund Plan for the equitable investor:
Funds in the Baloise Fund Plan for the growth-oriented investor:
Are you interested in investment funds in the context of private Pillar 3b pension provision?
If so, unit-linked life insurances in conjunction with the Baloise Fund Plan mean that you can choose between three mixed products (strategy funds and trend-following funds) for your private Pillar 3b pension provision, all depending on your mentality as an investor and your propensity to accept risk.