myPensPortal vs. frankly. Pillar 3a Utilizzo e statistiche

Pension provision made easy! View and update your personal pension data easily and conveniently from home. Communicate with us directly via a secure channel. Use pension tools and calculate effects in real time. What you can do directly in the app: • Salary changes • Voluntary purchases and everything you need to know about purchases • The dream of owning your own home: advance withdrawals for the promotion of home ownership (WEF) and our attractive financing alternatives • Desired retirement scenario • Option of transferring to our PensFree or Independent vested benefits foundations upon departure from the PensFlex or PensUnit collective foundations • Risk profile and selection of your personal investment strategy, tailored to your partner bank Coming soon: tax calculator Our tax optimisation tool will soon be available directly in the portal. We will inform you in good time – watch this space! Please note that the myPensPortal app can only be used by insured persons of the PensFlex and PensUnit collective foundations – or if you have a pension relationship with our vested benefits foundations PensFree, Independent or Pens3a. If you have any questions or need assistance, please contact support@pens-expert.ch directly. PensExpert AG
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Pillar 3a made easy. With frankly, the digital pension solution – developed by Zürcher Kantonalbank. You can open your pillar 3a or vested benefits account quickly and conveniently without visiting the bank either via the app or via your computer or tablet. You can now also select a cash strategy with no price risk. frankly, the new retirement planning app from the Savings 3 Pension Foundation of Zürcher Kantonalbank, is aimed exclusively at Swiss residents. Download the vested benefits and pillar 3a app free of charge now and get started. The frankly advantages: • Open an account in just a few minutes All you need is a smartphone and an ID card, and you’re ready to start. Of course, we’ll help you every step of the way. By the way, it’s also easy to use frankly via your computer or tablet. • Clear & simple – fully digital We are completely rethinking the retirement planning, which is why you can carry out your 3a retirement planning and vested benefits directly in the frankly app and check your account performance at any time. • Deposit as little as CHF 1 You decide yourself how much you want to deposit in your pillar 3a account. There is no minimum deposit and no minimum term. • You save taxes With every franc you pay into your pillar 3a retirement savings plan, you reduce your taxable income (up to t he maximum amount) and therefore save on taxes! This means you benefit twice over. • Investment products selected by you The ultimate goal is to build up your assets. You decide with your strategy how much risk you want to take. No matter whether you want to save in cash with no price risk or invest in securities while taking advantage of potential returns, there's something for everyone. • Easy to switch Do you already have a pillar 3a or vested benefits solution? We offer you an easy, free transfer service. We pay your transaction fees and account closing costs (applies to the transfer of pillar 3a accounts from bank foundations). • frankly is cost-effective frankly also doesn’t charge any all-in fee (the current all-in-fee is 0.44%) on your account assets. With frankly, you can expect no securities custody fees and no flat-rate administrative fees for the investment product; they are included in the current all-in-fee of 0.44%. Saving securities with frankly is half the price of comparable offers. Please note that issue and redemption charges apply in favour of the fund for the indexed investment products in particular and these are not included in the all-in fee (current all-in-fee is 0.44%). You can find an exact definition of the all-in fee in the FAQs. • Our community discount The greater the number of customers who use frankly, the cheaper the all-in fee of currently 0.44% becomes for everyone. frankly will become even cheaper with more users. Planning your private pension like this is fun. • Our community discount The greater the number of customers who use frankly, the cheaper the all-in fee of currently 0.44% becomes for everyone. frankly will become even cheaper with more users. Planning your private pension like this is fun. • Security and experience frankly was developed by Zürcher Kantonalbank for its pension foundation. Further information on the pillar 3a and vested benefits app, including pension calculator: www.frankly.ch Sparen 3 pension foundation of Zürcher Kantonalbank Bahnhofstrasse 9 8001 Zürich Zürcher Kantonalbank Vested Benefits Foundation Bahnhofstrasse 9 8001 Zurich
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myPensPortal VS.
frankly. Pillar 3a

19icembre d, 2024