Helvetia innovates with digital pension analysis

Helvetia Holding AG, in an innovative move, has introduced a digital pension assessment available as a self-service service. This service allows users to obtain an overview of their financial situation in just 90 seconds thanks to a Financial Fitness Score. Available to everyone, whether they are clients or not, this tool offers a clear and up-to-date view of their individual pension planning.

With the integration of a QR code on pension certificates starting in 2026, the process will be further simplified. Helvetia is thus positioning itself as a pioneer in Switzerland for the rapid processing of this information. Developed in partnership with vlot SA, this service focuses on the user experience.

The innovative Financial Fitness Score provides an instant understanding of your personal financial situation, with the ability to compare your score to that of a reference group. This tool helps raise public awareness of the importance of pension planning, affirming Helvetia's commitment to innovation and transparency.