00800 24 800 800 DE EN FR IT
Customer service
24-hour hotline 00800 24 800 800
From outside Switzerland: +41 58 285 28 28
Contact & Services
Private customers myBaloise E-Banking Link öffnet in einem neuen Tab My Account Logout
Customer service
24-hour hotline 00800 24 800 800
From outside Switzerland: +41 58 285 28 28
Contact & Services
Private customers myBaloise E-Banking Link öffnet in einem neuen Tab My Account Logout
00800 24 800 800 DE EN FR IT
Our pension solutions Investment funds with a life insurance

Combination of investment funds and a life insurance policy

Investment funds in combination with a life insurance policy
Life insurance as a flexible, unit-linked pension solution

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.

Pension solutions for all types of investor

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:

Pillar 3a

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”

For the “defensive expert”

Funds in the Baloise Fund Plan for the cautious investor:

For the “midfield strategist”

For the “midfield strategist”

Funds in the Baloise Fund Plan for the equitable investor:

For the "top striker"
Pillar 3b

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.

For the “defensive expert”

For the “defensive expert”

Funds in the Baloise Fund Plan for the cautious investor:

For the “midfield strategist”

For the “midfield strategist”

Funds in the Baloise Fund Plan for the equitable investor:

For the "top striker"
Contact us
Are you looking for something different?
Bond funds
Strategy funds

Due to maintenance work, some systems will not be accessible on Saturday, 12/10/2022. Thank you for your understanding.