Pension - Investments

Choose to secure your future:
invest in a pension plan,
Today!

Each of us has a unique and unrepeatable story; that’s why at Loyal Group we do not believe in standard solutions. Rely on a sincere ally to find the insurance institute best suited to your savings: to invest profitably, protect your family in case of adverse events, and ensure the continuity of your income.

Personalized approach

Invest one hour with us and enjoy a free financial analysis

We use sophisticated software to analyze your individual situation and identify the gaps that need to be filled. Since 2012, we have been guiding you toward the first step of planning your retirement and ensuring your income continuity.

Our focus

  • Wealth accumulation for retirement with third pillar insurance.
  • Risk analysis for disability and death, life insurance.
  • Wealth protection, thanks to non-seizability and inheritance privileges.

01

OUR DIGITAL CONSULTANCY

Would you prefer an in-depth analysis, or do you want to get straight to the point?

We care about your vision and are excited to learn about your expectations.

Our consultancy is 100% online, via video call and digital platforms.

01

02

THE BEST OFFER

Did you know that in Switzerland there are over 235 banks and about 190 insurance companies?

We filter the market in search of the best solution and ensure that the chosen product meets high quality standards. We therefore offer you a solid and reliable partner, with great flexibility in management.

02

03

LET'S GET STARTED

Signing a contract represents an important step towards consolidating a future vision.

We are eager to embark on this journey by your side, offering our assistance at every step.

This act represents a significant vote of confidence in the quality of our consultancy.

03

In safe hands

We truly care about privacy

Where do your data go?
We guarantee the utmost confidentiality. We safeguard your information with advanced technologies and only share the necessary data with our partners (for instance, for preparing offers and signing contracts).

Loyal Group is an independent financial and insurance intermediary that acts in the client’s best interest.

Loyal Group is regularly registered with FINMA under the number F01202725 and is also a member of the quality brand Cicero.

Testimonials

Over 3200 clients have chosen
Loyal Group

Every year, more than 600 people trust Loyal Group to finalize a contract and improve their financial and insurance situation.
We are grateful for your trust.

"I was very frustrated because my third pillar was yielding very low returns and with Loyal Group I discovered that the management fees were extremely high and we signed a new, much more efficient contract. Transparent and professional!"

Sabina B. on Google Business Review

"At the beginning of this year, I decided to search for a third pillar solution, but the internet is full of conflicting information and the offers are often too complicated to understand. Then I met Loyal Group, they clarified my doubts and we found the right offer for me! Now I feel more aware and secure about my financial future. Thank you!"

Umberto B. on Google Business Review

"When I requested the consultation, I was very skeptical since I had some negative experiences with brokers, but I must admit that in the end I did the right thing! Thanks, Santo."

Luigi B. on Google Business Review

"Unfortunately, after my sister had a health issue and could no longer work, she stopped receiving her salary as before. I then decided to look into my situation to understand how to protect myself, and they helped me with a personalized financial analysis! These topics are too often underestimated; I advise everyone to explore them further."

Borsalino R.on Google Business Review

"For many years I paid direct amortization for my house and only later discovered the benefits of doing it with the third pillar! Loyal Group helped me change my contract with the bank and thus take advantage of all the benefits!"

Giovanni B.on Google Business Review

"At the moment I was buying a house, I had doubts about how to protect my family; I found Loyal Group and we planned all the fundamental aspects! Absolutely not to be underestimated."

Pro G. on Google Business Review

"I have been a client of Santo for 11 years now and I can say that thanks to the planning he provided me, today I can finally afford the down payment for my apartment!!"

Rebecca G.on Google Business Review

"My third pillar yields more than expected every year and I can only thank Loyal for the consultation provided 5 years ago!"

Paolo Z.on Google Business Review

Google rating

4.9

4.9 rated

Total rating 4.9 based on 50+ reviews

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