Help your friends sort out their retirement planning

 

By taking out a frankly pillar 3a, you have already taken an important step towards reducing the pension gap in your old age. Help others do the same as well. Share your enthusiasm for frankly with your friends and acquaintances and get a CHF 50 voucher off your fees for each successful referral until 28.02.23 (instead of the usual CHF 25)!

Refer a friend now & benefit together

Why is it so important for us to talk about retirement planning more?
 

Nearly one in two people aged 25 to 39 do not have a 3rd pillar

The average pension only covers about 60% of a person's income. What makes the pillar 3a so important is that it enables you to close this gap. Nearly half of 25 to 39-year-olds in employment currently don’t have a 3rd pillar – which is why they should regularly invest in retirement planning as early as possible. It makes sense even when making small contributions. 

Ensuring financial independence for women

Career breaks, part-time working and a longer life expectancy are often a reality for women. As a result, women’s pension assets are on average CHF 20,000 per year lower than those of men. This so-called pension gender gap could be closed, for example, by making regular payments into the 3rd pillar.

Low interest rates mean you need to be brace to hold securities

Attraktive Renditechancen sind bei einem Sparkonto im aktuellen Zinsumfeld nicht gegeben. In diesem volatilen Umfeld empfiehlt es sich, gestaffelt in Wertschriften zu investieren. Damit wird vermieden, alles zu einem ungünstigen Zeitpunkt zu investieren. Je länger der Zeithorizont, desto grösser darf grundsätzlich der Aktienanteil im Portfolio sein. frankly bietet daher für jeden Anlagetyp ein passendes Produkt.

Give a CHF 35 fee voucher to your friends and receive a CHF 50 credit towards your fees*

How it works:

  1. Open the frankly app now & click on «Invite friends & benefit» under the big «+».  In frankly web, click on the «Recommend» tile.
  2. Send your personal referral code to friends and acquaintances - they will then receive a welcome voucher** worth CHF 35 on the fees
  3. As soon as your code is used to open a new frankly account, we will inform you. Your credit will be issued automatically
  4. Your CHF 50 credit on the fees can be cumulated, so that you can inspire an unlimited number of friends for frankly.

 

*For every recommendation between 09.02.23-28.02.23 you will receive a CHF 50 fee voucher as part of a promotion. For each recommendation outside this period, you will receive the usual CHF 25 fee credit.

 

** Please note that the voucher you have forwarded to your friends is only valid and redeemable for new frankly customers within 48 hours of the first account opening.  

 

 

Refer a friend now
frankly - Säule 3a

Please rotate device