More value for your future
The digital account for vested benefits and pillar 3a
What is relevate?
Quick, secure and completely digital – relevate lets you invest your vested benefits and pillar 3a assets in index funds or the money market.
You have complete control: do you want to focus entirely on return opportunities or limit your risk? – Decide for yourself by choosing up to eight different strategies.
For anyone who does not want to invest their pension assets, relevate cash is available, offering an interest rate of 0.7% – completely free of charge.
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Park your money – safely and easily
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Invest for yourself – with a strategy!
What investment type are you?
0.45% all-in fee
At relevate, all product and management fees are included in the all-in fee of 0.45% – with no hidden costs.
Opening an account and all transfers and deposits are completely free of charge – just like relevate cash!
relevate is backed by PensExpert AG. PensExpert has been established on the market as a pension services provider headquartered in Lucerne since May 2000 and currently manages assets of more than CHF 8 billion.
Our partner bank enjoys an excellent reputation and has recognised expertise: you invest with us in the high-quality Swisscanto index funds of Zürcher Kantonalbank (ZKB).
What our customers say about relevate
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With relevate, we found a solution that enabled us to implement vested benefits and pillar 3a on a fully digital platform when we emigrated.
Laure and Jean-Claude R.
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Finally, I can invest my pillar 3a money and manage it myself without incurring high fees.
Jasmin K.
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The design of relevate appealed to me very much and the onboarding takes no time at all.
Stephanie W.
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relevate is the ideal solution for my 3a assets. Everything runs smoothly, the design is appealing and it's very easy to use. What more could you want!
Sacha D.
Do you have any questions or concerns?
We are here for you.
