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Services
The latest insurance certificate is available to those insured with the Helvetia group foundations around the clock on myHelvetia. Here, they can also simulate important events such as a voluntary purchase or retirement and use the online pension situation analysis to gain more clarity over their financial future.
Services
Switch to daily valuation
Since December 2024, we have been valuing all payments and changes on the exact day they are made.
Previously, changes made during the month were processed using a rounded value date for reasons of transparency. Changes up to and including the 15th day were rounded back to the first of the month, while changes from the 16th day were rounded forward to the first of the following month. Now, the actual change or payment date is always used as the value date to ensure that changes are taken into account from the date they are made.
The easiest way to obtain an insurance certificate
General Regulation Provisions 2025 for all group foundations
As usual, the new General Regulation Provisions will be available to customers and all insured persons on the respective foundation website under Legal documents from January onwards.
Take advantage of employee information and advice
Pension provision is important and complex, whether for employees within the company or in their private life with and without a partnership or family. Work and life situations change and therefore so do pension needs. It is important to check these on a regular basis and make any necessary adjustments. We will be happy to assist you with this.
If you or your employees would like a personal consultation or an employee information session on pension funds and social insurance, please contact your advisor or send us the relevant contact form:
Author: Priska Schnell