Seeking advice on pension matters ?
Swiss Risk & Care offers you a comprehnsive pension advice and expert knowledge of all social, professional and private benefits.
Advices
Actuarial analysis
Risk management advice
Training
Legal advice on occupational pension
Solutions
Technical, administrative and financial mangement of occupational pension contracts for employees
Pension fund management
Individual pension management
Occupational pension
Consulting
Finding the best solution for your professional provident fund
- Choosing the right model
- Choosing the right institution
- Setting up a provident plan
- Tailoring your plan to your strategy and HR requirements
- Advice and support for your staff
- Managing cases of retirement, invalidity and death
- Auditing solutions and running calls for tender
- Administrative and technical support, in coordination with payroll management
Actuarial work
We offer a range of services designed to help you understand, master and optimise your professional providence obligations:
- Expert mandate as per Article 52 of the LPP
- Actuarial advice for provident funds
- International accounting standards
Legal advice
Guaranteeing the best possible governance faced with the increased complexity of the field of professional provident management:
- Support with all your routine legal tasks
- Assistance with special cases and changes
- Information
Training and information
Boost, widen and update your expertise with:
- Training tailored to your precise requirements
- Training delivered by passionate, acknowledged experts in the field
- Information sessions and seminars
- A newsletter containing the latest updates on your provident fund
Pension fund management
Outsource the management of your pension fund to a team of professionals
Our services
- Technical management
- Accounting
- Coordination
- Communication with policy holders
- Web portal for policy holders
- Web portal for HR
- Support services
- Running provident fund schemes
Investment advice
Structure and manage your investments to hit your targets
Our services
Asset Liability Management (ALM)
Portfolio structuring and management
Selecting wealth managers and handling transfers
Monitoring your portfolio and its managers
Governance
Management of risks advice
To grasp, to master and to optimise your financial and actuarial risks.
Life and non-life actuarial work for insurance company
Act as the responsible actuary agreed by FINMA
Produce the actuarial report on technical provisions and tied assets
Write the report of the responsible actuary
Establish the Swiss Solvency Test (SST) and prepare the report
Give support to the writing of reports such as ORSA or Public Disclosure
Follow changes of FINMA directives
Create, update and review the pricing of insurance products
Analyse the adequacy of tied assets
Give a second opinion
Establish an ALM study
Set up and management of (re)insurance captives
Create a (re)insurance captive for a big firm or a multinational group
Manage the policies, claims and accounting of the captive
Provide actuarial services
Actuarial work for firms and public institutions
Evaluate insurance risks with actuarial tools
Optimise the insurance covers of staff with a social firm evaluation program taking into consideration all the social covers as well as collective employment agreements
Examine the pension commitments
Analyse the loss of earnings due to illness with modeling of absenteeism
Pascal Payot
Director - Legal officer & Head of training
Daniel Baumgartner
Occupational Pension Benefits Team Leader
Nicolas May
Actuarial & Foundations Director
Jean-François André
Occupational Pension Benefits Director
What is your exact need?
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Unrivalled skills and expert know-how optimising your management operations and delivering high-quality services.
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Managing the risks to limit financial losses in the event of an accident or loss and to quickly resume normal business activity.
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A specialised expertise combined with a support service that is tailored to your HR policy.
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Predicting risks where the sustainability of your business is challenged, directly or indirectly, by your business activities.
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