Retirement

Pillar 3a investment calculator Invest appropriately based on age

The values pertaining to the risk classes are reference values only and relate to a representative portfolio as opposed to specific individual investment products. Experience has shown, however, that well diversified collective investments comply with the values given. No guarantee can be given regarding future performance. In particular, the net return may be negative.



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Further information can be found in our retirement study.

It is only possible to analyze Pillar 3a assets without UBS Vitainvest Funds.

A new UBS study shows that pillar 3a assets should be invested differently depending on age. This is assuming there is a 90% certainty that no loss will arise when starting retirement at the age of 65. Have you invested correctly? The calculator helps you assess your situation and improve it.

Your age
Years
Pillar 3a contribution this year
CHF
Existing pillar 3a assets
CHF

According to the study you have not invested your assets in the best possible way.

Find out in the next step how you can invest appropriately for your age.

Equities

Bonds

Real estate

Retirement account

Our investment proposal for your pillar 3a assets

Adjustment of existing 3a savings

Current and future 3a contribution

We advise – you benefit

This proposal is based on the information your provided. The proposal may change depending on your life situation. We’ll find the right solution for you in a personal discussion.