With frankly you can get more out of your 2nd pillar. Even if you already have a vested benefits account with other providers, it’s easy to transfer your benefits to frankly.
Attractive costs:
Thanks to frankly’s all-in fee, we are 59% cheaper than comparable securities savings solutions (source: moneyland.ch). The all-in fee on your securities balance is currently just 0.44%. No all-in fee is payable on the cash.
Interest on your cash allocation:
If you don’t want to invest your vested benefits, you can benefit from our preferential interest rate of 0.40%. We even recommend this if you want to hold your vested benefits with frankly for less than 3 years.
Easy to open and manage:
With frankly, it’s simple to manage your retirement planning entirely online. There’s no need to visit the bank and no paperwork.
Did you know? We will pay your transfer costs
We will pay any costs incurred in the sale of your previous securities (transaction costs) or the account closure fees in compliance with any notice periods as well as any fee for transferring your vested benefits (applies to all savings contracts with bank foundations).
frankly Web makes it easy:
It can take several weeks for your previous pension fund to transfer your credit balance and send your termination statement to frankly. So there’s no need to worry if the money isn’t immediately visible in your frankly vested benefits account the next day.
CHF 100* voucher for the transfer of your pillar 3a to frankly >
Please rotate device