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

Investment advices

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

 

    Your contacts

    Raphaël Busigny - Swiss Risk & Care
    Raphaël Busigny
    Head of pension fund management
    Lyne Bergeron - Swiss Risk & Care
    Lyne Bergeron
    Actuary SAA
    Pascal Payot - Swiss Risk & Care
    Pascal Payot
    Director - Legal officer & Head of training
    Daniel Baumgartner - Swiss Risk & Care
    Daniel Baumgartner
    Occupational Pension Benefits Team Leader
    Nicolas May
    Nicolas May
    Actuarial & Foundations Director
    Jean-François André
    Jean-François André
    Occupational Pension Benefits Director

    What is your exact need?