Retirement plan

Zurich Re­tire­ment Plan

As dynamic as your life

Maintain your standard of living by bringing together the best of the banking and insurance world. The Zurich Retirement Plan combines regular payments with a life-long, guaranteed annuity.

BENEFITS AT A GLANCE

  • Regular payments combined with a life-long annuity
  • Capital is always available
  • Any assets which are not drawn are eligible for your heirs in the event of death
  • Wealth accumulation and tax savings at the same time
  • Yield opportunities to suit your risk profile

In detail

The Zurich Retirement Plan provides you with an additional income: in the first phase with an actively managed payment plan and in the second phase, as a guaranteed life-long annuity. This way, you can enjoy your retirement the way you want to.

At a glance

  • You can finance your retirement plan with a single premium by combining an investment with an insurance solution. With this, you can close any future income gaps as a result.
  • Depending on your risk tolerance and return expectations, you have the choice between the investment strategies «security» or «risk».
  • Life is full of surprises. With our retirement solution, you can react flexibly to any changes and adapt the amount of payments to your particular situation.

Good to know

  • Your family will also benefit from your retirement plan, as any credit balance will be eligible to your heirs/surviving dependents if you die.
  • Our investment professionals will ensure that there is always the right balance between risk and return – in accordance with your chosen investment strategy.
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Payment plan and life-long guaranteed pension in one

Your advisory service

The dynamic retirement plan from Zurich offers interesting possibilities to secure your financial future. Contact us. We would be happy to assist you.

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Call 0800 80 80 80

from outside Switzerland +41 44 628 98 98