Key points at a glance
- The pension solution for everyone: Professional Invest is AXA’s semi-autonomous pension solution for all firms – from start-ups to world renown major companies.
- High-performance and tailored: Thanks to its high level of flexibility, Professional Invest allows for high-performance pension solutions, precisely tailored to companies.
- Secure return opportunities: With a risk-aware and diversified investment strategy, Professional Invest offsets market volatility, thereby creating return opportunities over the long term.
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Interest rate on retirement assets
- Average interest rate 2019 to 2024
Mandatory benefits: 2.00 % | Extra-mandatory benefits: 3.04 % - Interest rate 2024
Mandatory benefits: 1.75 % | Extra-mandatory benefits: 3.5 %
What is Professional Invest?
Professional Invest is the semi-autonomous pension solution from the AXA Foundation for Occupational Benefits. Thanks to its enormous flexibility, it can offer custom-tailored, high-performance pension solutions for companies from startups to world-ranking corporations.
A solid coverage ratio, a very low proportion of retirees by market standards, and market-oriented conversion rates give Professional Invest a unique structural and financial base.
At the same time, Professional Invest offsets market volatility with its risk-aware and diversified investment strategy, offering insureds long-term return opportunities.
The AXA Foundation for Occupational Benefits
With over 230,000 insureds at more than 41,000 insured companies, the AXA Foundation for Occupational Benefits is the largest semi-autonomous collective foundation in Switzerland. It provides secure occupational benefits (retirement, survivors’ and disability benefits) for affiliated companies and manages assets totaling over CHF 32 billion.