1. Employer
  2. Employee
  3. Flexible retirement
  4. Summary

Details of the employer

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Helvetia BVGonline

With BVGonline, you can handle your personnel administration with just a few clicks instead of typing in employee data. You can also access your contracts, bookkeeping data and documents.

Register now for BVGonline

The advantages at a glance
BVGonline demo

Details of the employee

Title

Please note: Flexible retirement is only possible for persons aged 58 or over.

Is the insured fully fit for work or capable of gainful employment? A person is considered to have a partial incapacity for work if, at the commencement of the insurance term, he/she has to be fully or partially absent from work for health reasons, is receiving daily sickness benefits as a result of accident or illness, can no longer be fully employed as befits his/her training and skills for health reasons or is disabled within the meaning of the Federal invalidity insurance, accident insurance or military insurance schemes, and/or is drawing benefits from one or more of these institutions (please attach pension decision).

Note: If we have not yet been notified of incapacity for work, the form "Incapacity to work or to earn" must be submitted.

Note: If we have not yet been notified of incapacity for work, the form "Incapacity to work or to earn" must be submitted.

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Information on flexible retirement

What form of retirement would your employee like?

Please note: Ordinary retirement does not need to be reported. You can end/cancel the process and need take no further action. We will inform your employees of the amount of the retirement benefits directly at the appropriate time.

Early retirement

Please note: We will inform your employees of the amount of the retirement benefits directly at the appropriate time.

Semi-retirement

Please note: We will inform your employees of the amount of the retirement benefits directly at the appropriate time.

Annual salary and degree of employment before the new semi-retirement stage:

Annual salary and degree of employment after the new semi-retirement stage:

Notes:

  • Semi-retirement entails a maximum of five possible stages. The first stage must amount to at least 10% of the retirement benefit.
  • The proportion of the retirement benefit drawn before retirement age may not exceed the share of the salary reduction. Withdrawal of the retirement benefit as a lump sum is possible in a maximum of three steps.
  • This also applies when the salary paid by one employer is insured with multiple employee benefit institutions. One disbursement comprises all retirement benefits drawn as a lump sum within one calendar year.
  • In all cases, the provisions as set out in the regulations apply.

Deferred retirement

Note: If the insured person is to continue to be employed beyond retirement age, this should be reported using the form «Continued insurance pursuant to Art. 33b LOB».

Note: If the insured person intends is to continue to be employed beyond retirement age and does not yet wish to receive the retirement benefit, this must be reported using the form «Deferral of retirement benefit pursuant to Art. 13b LOB».

Retirement before expiry of continued insurance (Art. 33b LOB) or before expiry of deferral of retirement benefits (Art. 13b LOB)

Please note: We will inform your employees of the amount of the retirement benefits directly at the appropriate time.

Collective bargaining arrangements for early retirement

Are any collective bargaining arrangements in place for early retirement?

Confirmation employer

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Summary

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Data protection

All personal data will be processed in accordance with the current legislation:
For compulsory occupational benefits, the data protection regulations of LOB (Art. 85a ff. LOB) apply. The provisions of the FADP apply in addition. The FADP applies to purely supplementary occupational benefits (for information e.g. identity and contact details of responsible persons, processing purposes, etc. please see www.helvetia.ch/privacy).

All personal data will be processed in accordance with the current legislation:
For compulsory occupational benefits, the data protection regulations of LOB (Art. 85a ff. LOB) apply. The provisions of the FADP apply in addition. The FADP applies to purely supplementary occupational benefits (for information e.g. identity and contact details of responsible persons, processing purposes, etc. can be found under the keyword data protection at www.servisa.ch.

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Conditions of semi-retirement
Purchase for early retirement

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