The core activity of pensio AG is investment consulting and asset management for private individuals, particularly in the area of retirement planning (pillar 3a) and investing in various financial products such as savings accounts, mortgages, cash bonds and cryptocurrencies. The company also provides consulting services to support customers in planning and implementing their financial goals.
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Industry:Financial Services
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Compare savings accounts, interest rates and account types from different banks; includes interest overviews, segment comparisons, withdrawal terms and other account details.
Comparison of Mortgage Interest Rates
Compare mortgage interest rates; stated as part of the Savings & Interest area and listed in the company description as a financial product with a focus on transparency.
Pillar 3a and Vested Benefits Accounts
Compare Pillar 3a funds as well as Pillar 3a and vested benefits accounts; belongs to the retirement provision area and is described as a financial product group.
Investment Comparison and Investment Solutions
Compare how to invest money, portfolio checks, model portfolios and investment categories; with a focus on transparent allocation and an objective assessment of products.
Portfolio Check
Check the portfolio for products with high costs and potential investment risks; highlights bank-owned products and conflicts of interest.
Advisory
Advice on building wealth and portfolio composition; including analysis of costs, risks and conflicts of interest for bank products.
Pension Planning and Retirement Planning
Pension planning, choice between a pension (annuity) or capital, financial planning and pension allocation for the period before and after retirement.
Crypto Content and Information
Information on Bitcoin, cryptocurrencies, digital assets, stablecoins, CBDCs, blockchain and DLT, as well as their classification within the financial system.
Financial Information and Interest Rate Information
Detailed information on current interest rates, bank comparisons and other financial products; supports well-founded financial decisions.
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