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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 and 3b

Within the framework of unit-linked life insurances in conjunction with the Baloise Fund Plan mean, you can choose the fund range for private pension pillars 3a and 3b, all depending on your mentality as an investor and your propensity to accept risk.

Mixed funds Equity funds
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Bond funds
Strategy funds