?
The “Search” function is not available at the moment, please try again later.
Please get in contact with us. To contact form
pensionskassenausweis

Pension fund statement. Your insurance certificate in simple terms.

Your pension fund makes available your current insurance certificate at least once a year. It gives you an overview of all the benefits you are entitled to under your occupational benefit scheme.

What is the insurance certificate?

The insurance certificate provides an overview of all the benefits you are entitled to under your occupational benefit scheme. Each year, an updated pension certificate is made available to all insured persons.

Key figures on your insurance certificate:

  • Insured salary
  • Annual pension fund contributions for the employee and employer
  • Expected old-age savings upon retirement
  • Benefits in the event of disability or death
  • Purchases and potential for purchases in the pension fund
  • Benefits in the event of early retirement

How your pension fund statement is structured

Good to know

The figures will change by the time you retire.

The current insurance certificate is based on your current income, your current pension fund solution and on the current rate of interest and legislation. The basic rule is that: the closer you are to retirement, the more accurate the figures are. The conversion rate can also change over time. It is relevant for converting your capital into a retirement pension, provided you prefer a pension to a capital withdrawal. An advance withdrawal for buying your own home, an increase in your old-age savings via a voluntary purchase or a division of old-age savings as a result of divorce can affect your benefits.

What others wanted to know

Our customer advisors can provide answers to selected FAQs. Just tell us what you want to know. We will be happy to help you.

Michele B. (31), Lucerne

When do I receive my insurance certificate?

As soon as it has been notified by your employer of the current salary data for all employees, the pension fund can issue you with your updated insurance certificate. This generally happens at the start of the year. Your pension fund will made available your personal insurance certificate directly. The information in your certificate is usually valid as at the first of January of the respective year.

original

Remo Del Malandrino

Pension and Financial Advisor

Maurice G. (57), Basel

Where can I order my insurance certificate?

You can ask your pension fund to provide you with one. Anyone insured with a Helvetia pension fund can view their latest insurance certificate online on myHelvetia. Here, they can also simulate a voluntary purchase, for example, or immediately produce an online pension analysis based on the pension fund statement.   

original

Adriano Signorello

Customer Advisor

Contact & advice.
Make an appointment today.

A free consultation without obligation
A personal pension analysis and insurance proposal
Over the phone, in your home or at an agency close to you
Make an appointment today
Book your consultation now
Error.
Use current location