As a collective fund, we are able to adapt our services to each of our clients’ needs. Our made-to-measure pension plans are guided by the following four objectives:
A simplified administrative process
We keep employer involvement to a strict minimum by taking over as much of the day-to-day management as possible.
Customized solutions
Our experts are always close at hand to help you in any way they can and to provide you with a personalized service.
An effective overall approach
Our wide experience, skilled team and extensive range of services are what set us apart from the rest.
We provide the following made-to-measure services for your company pension plan.
Support for companies
Upon your request, we will come to your company to provide you with help and information on all aspects of company pensions.
Support for members
With your consent, we will provide your employees with assistance and advice to guide them in their decisions concerning pensions and financial planning. We cover areas such as early retirement, using pension assets to buy a home and the steps to be taken when leaving Switzerland.
We offer a full range of pension plans depending on your needs and objectives, from plans covering the minimum LPP requirements to made-to-measure solutions.
This allows you to offer your employees the right pension plan according to your company’s salary policy.
In addition, we provide clear and comprehensive lists and annual statements to keep your administrative load to a minimum. All you have to do is inform us when somebody joins or leaves the fund, pay monthly instalments and provide a list of employees’ salaries. This greatly reduces your day-to-day workload.
Our investment strategies are based on return and risk criteria. Furthermore, we are aware of our responsibility as an institutional investor, and have therefore commissioned PPCmetrics to analyze the ESG dimension of our portfolio. We are also in contact with all our asset managers to make any possible improvements in terms of sustainability, without altering the basis of our investment strategies and risk management. The PPCmetrics study shows that we have achieved good marks in this area. The PPC Metrics study shows that our investments take ESG constraints into account, and that we score well in this area.