Manage my pension fund

Outsource the management of your pension fund to a team of professionals

Do you want to save time for your HR team, satisfy your policy holders and deliver quality, bespoke services?
 
Our multilingual managers ensure the full management of your pension fund in connection with the Foundation’s Board.
Services

Technical management

Managing changes to the accounts of active policy holders and beneficiaries
 
Managing the savings accounts of active policy holders
 
Generating simulations

Accounting

Keeping general accounts and share accounts
 
Managing current accounts
 
Drawing up financial statements (annual accounts and annexes) to meet the Swiss GAAP RPC 26 directives

Coordination

Submitting the necessary data and documents to the auditors, the reinsurer, the professional provident fund expert and the supervisory authority
 

Communication with policy holders

Informing policy holders of their benefits (issuing personal insurance
 
certificates) and any changes to the regulations
 
Drawing up annual reports of the institution's activity

Support services

Assisting the provident fund's managers with complex cases

Running provident fund schemes

Coordinating and supervising the various external partners
 
Organising and hosting sessions of the Foundation Committee
 
Drafting minutes
 
Implementing decisions
 
 
 

Our additional services

  • Negotiating reinsurance cover
  • Advice for employers
  • Actuarial analysis
  • Legal advice on occupational pensions
  • Training and information
  • Investment advice
Read more
Management tool / Web portal
Flexible and efficient, our management tool is designed for secure, automated exchange of information. Tried and tested for over 25 years, our system can optimise the management of your pension fund.
 
We also offer two web portals:

Web portal for HR

  • Secure sharing of information
  • Option of updating data for individual policy holders or making collective changes
  • Creation of data lists

Web portal for policy holders

  • 24/7 access to services
  • Update personal information
  • Tool for generating simulations
    Your contact
    Nicolas May
    Nicolas May
    Actuarial & Foundations Director
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