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What is Selma's Pension mode?

Pension mode adjusts your investments after retirement – for steady income, lower risk, and long-term peace of mind.

Laurène Soubrier avatar
Written by Laurène Soubrier
Updated over a week ago

What is Selma's Pension mode?

Pension mode adjusts Selma to your new life stage. Your investments and recommendations are automatically adapted to fit your situation as a retiree – whether you want to use your wealth for regular income, keep it growing, or preserve it as an inheritance.


Why do I need Pension mode?

Retirement changes how you use your money – because:

  • Your regular salary stops coming in

  • Safety often becomes more important than chasing high returns

  • You might want your wealth to provide a steady income

That's exactly what Pension mode helps with. It makes the transition into retirement smoother and ensures your money continues to support you reliably throughout this stage of life.


Who is Pension mode for?

For anyone who no longer earns a regular income and wants to live off their savings or investments, for example:

  • Those entering regular retirement

  • Early retirees

  • Anyone who has withdrawn pension capital (e.g. from Pillar 2 or Pillar 3a)


How does Pension mode work?

You simply activate the mode in your Selma app – and Selma takes care of the rest:

  • Your financial situation gets analysed

  • You receive tips on how to make the most of your wealth

  • Your investment strategy is automatically adjusted

👉 Whether you have a pension gap or not, Selma ensures your investments match your retirement needs and goals.


What if I have a pension gap?

If you have a gap: Selma adjusts your portfolio so it provides regular income – with a more stable, defensive setup.

If you don't have a gap: Great! Your pension covers your needs – Selma helps you grow your wealth sensibly, fund your dreams, or pass something on to the next generation.

Either way, your money keeps working for you.


What do I get with Pension mode?

✅ All the tools and Selma AI guidance

  • Calculate your ideal cash buffer in retirement

  • Estimate how long your wealth could last

  • Find out how much you can safely withdraw each month

✅ A personal investment plan

  • Based on your full financial picture: wealth, income, debt, and goals

  • Automatically adapts when your situation changes

✅ Investment options tailored for retirement

  • 🇨🇭 Swiss franc focus to reduce currency risks

  • 💸 Optional income portfolio with dividends and interest for more predictable withdrawals

  • 🔄 Automatic adjustments: your portfolio gradually becomes more defensive as you age

✅ Personal support

  • Expert help when you have questions

  • Individual calculations for your needs, income planning, and how long your money might last


How to activate Pension mode

It's simple:

  1. Open the Selma app for iOS or Android

  2. Go to Portfolio → Strategy → Pension mode

  3. Tap Activate and follow the steps

Selma will automatically adjust your portfolio to your new life stage.

➡️ Activate Pension mode now and enjoy your retirement without financial worries.

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