Useful information sheets, clear checklists and practical calculators: here you’ll find helpful information and useful tools on topics such as pension provision, investing, retirement planning, saving taxes and much more.

Information sheets, checklists and calculators

Informative Merkblätter und Checklisten aufgefächert auf einem grünen Hintergrund

Free expert knowledge

Our information sheets and checklists
answer key questions and provide you with valuable information on a range of topics related to pension provision, retirement planning, investing andmortgages: 

  • Closing pension gaps 
  • Investing
  • Goal-based investing
  • Flexible retirement
  • Planning retirement
  • Pension or lump sum
  • Paying into the pension fund
  • Mortgages
  • Tax-optimised future provisions
Order information sheets and checklists
Das Icon eines Taschenrechners symbolisiert den Pensionscheck Rechner von Swiss Life Wealth Managers

Helpful calculators

Use our free tools to plan your financessimply and efficiently:

  • Pension calculator: how much money will you have when you retire
  • Tax calculator: how does a lump-sum payment or a change in your place of residence affect your tax burden? 
  • Affordability calculator: will you be able to afford your
    home in old age?
  • Investment calculator: how are your invested assets
    performing?
  • Compound interest calculator: how will your capital grow over
    the years thanks to compound interest?
  • Investment drawdown calculator: will your assets last throughout
    old age? What is the best way to withdraw the money?