Benefit from independent advice
We work independently with all market players, whatever their chosen pension model.
Occupational benefits management
We offer dynamic, high-performance management of your occupational benefits, to limit the administrative burden and guarantee coverage tailored to your risks, at the right price.
Activate a real pension concept
Keep your employees informed and aware of the issues at stake
We organize in-company presentations of the Swiss social system and your pension plan, explaining the content in layman’s terms to ensure that the issues at stake are understood.
Include sustainability criteria in your choices
We pay particular attention to helping you integrate sustainability criteria into your choice of pension fund.
Access all your documents online.
We digitize all pension-related documents and secure online access in just a few clicks.
Make sure you answer your teams' questions
From explaining insurance coverage to buying back years of contributions, we have a help desk to answer all your pension-related questions.
Relieve your teams of administrative tasks
Just like our robot for managing Buyback requests, we take the administrative burden off your HR.
What we do in concrete terms
From the definition of a plan to the management of transfers, we manage the entire administrative workflow related to your pension plan, ensuring that all parties involved receive the right information at the right time.
- Analyze pension funds and help you choose the right provider, taking into account risks and opportunities
- Adapt your choice of pension model to your situation and needs (Collective pension fund, also with individual investment choice or Full insurance)
- Management of calls for tender in the personal risk insurance market, and monitoring of contract implementation and renewal.
- Proposal and establishment of one or more pension plans adapted to your needs and budget
- Adaptation of your Contrat and support in informing employees
- Manage entries, exits and transfers in conjunction with your HR database
- Control of contributions and bonus current accounts
- Control and provision (ideally electronically) of pension fund documents
- HR support with awareness-raising campaigns to announce the partner, provide information on buybacks and help choose a pension plan
- Support for your Joint pension committee, with regular updates on the situation of your pension fund(s).
- Participation in your joint committee meetings in collaboration with your Pension fund(s) contacts
Occupational benefits management in figures
Pricing
Pricing for insurance management is based on the annual volume of management hours. In the vast majority of cases, management costs are fully covered by the insurance brokerage fees we receive.
We support your employees in managing and understanding their salaries, and in administrative procedures by highlighting the benefits offered by your company.
- Support for buybacks and home-ownership incentives
- Support when applying for retirement, disability or death benefits.
- Neutral advice on individual pension solutions (3rd pillar)
- Individualized multilingual advice by telephone or e-mail
- A presentation of the Swiss pension system and the benefits you offer
- Buyback campaign management
- Advice on long-term claims
- Support in the event of a dispute with your pension fund
