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Helvetia Personal­vorsorge­stiftungen

Solutions for em­ployee benefit schemes

Helvetia offers solutions for employee benefit schemes that are tailored individually to company requirements.
The right pension solution for every need of security
Comprehensive financial and pension analyses
Innovative investment options
Competent advice on every aspect of social insurance
Quick and easy adminis­tration

Tailor-made solutions for companies with their own pension fund

Helvetia is one of the most experienced providers of pension fund solutions. Companies benefit from its wealth of expertise in the field of occupational benefits and social insurance. Whether risk assessment, administration, management and accounting or investments: the corresponding pension solution is geared to the needs of the company and its employee benefit foundation.

Risk insurance with flat-rate premiums – it couldn’t be simpler

Risk insurance with flat-rate premiums offers a solution for death and disability insurance that is tailored to the regulations of the employee benefit foundation, combined with a very efficient administration process.

Your benefits at a glance

  • Easy-to-budget employee benefits expenses thanks to the guaranteed premium rate throughout the agreed term of the policy
  • End-to-end benefit case handling
  • Professional advice from Helvetia’s team of specialists
  • Attractive risk surplus due immediately throughout the term of the policy, irrespective of the claims experience

The premium can be calculated in one of two ways: using the simplified or the exact method. You decide which method is used. This allows you to best tailor the premium calculation to your pension fund’s administration system.

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Use experts’ knowledge of the pension fund

The LOB experts at Helvetia Consulta find solutions to complex questions as well as handling the administration, organization and control of the employee benefit foundation. Individual services can be used, such as the pension fund expert mandate, asset liability management, the report for international accounting or the analysis of your risk insurance.

  • Advantage: Companies’ own pension funds benefit from the expertise of Helvetia Consulta's specialists in the field of employee benefit schemes.

Helvetia Consulta and the entire range of experts

Investing your pension fund assets

The employee benefit foundation can customize the investment of its insured persons' assets and entrust the implementation to a competent partner.

The Helvetia Investment Foundation specializes in the investment and management of tied assets of institutional investors. It assumes responsibility for managing the pension assets of pension funds and collective foundations.

  • Advantage: the investments are optimally managed by experienced professionals in accordance with the current state of knowledge in the markets. The regulatory requirements for tied assets are taken into account.

All you need to know about the Helvetia Investment Foundation

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