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Facts and figures of the Hel­vetia Group Foun­dation

Helvetia Group Foundation which was founded in 1961 has many years of experience as a provider of tailor-made pension solutions in the occupational benefit scheme.
General key figures
Annual reports 2019 2018 Archiv
Active insured 108'157 110'398  
Retirement pensioners 11'405 10'716
Associated companies 10'144 10'776  
Retirement savings interest rates
  2021, guaranteed 2020, guaranteed + interest surplus
– compulsory 1.00% 1.00% + 0.00%, total 1.00%
– supplementary 0.25% 0.25% + 0.50%, total 0.75%

The interest surplus is determined annually in the autumn and credited on 01.01. of the following year.

Legal documents
The currently valid legal documents that govern the different legal relationships of Helvetia Group Foundation can be found here below:
The General Regulation Provisions have been revised and made clearer and more readable. The annexes to the General Regulation Provisions (organization and partial liquidation regulations) are also managed as separate regulations. The numbering in benefit plans issued before 01.01.2020 may therefore differ from the numbering in General Regulation Provisions issued at a later date. In such cases, please refer to the subject sections. 
Legal relationship with employees

general regulation provisions

organization rules

partial liquidation rules

Legal relationship with companies

sample contracts of association

(incl. foundation instrument, costs, organisation rules and election rules)

General information
Foundation year 1961
Board of foundation

employee representatives: Mirjam Brucker; Barbara Kuriger; Stefan Burkart; Jörg Bläsi

employer representatives: Stanislav Bogdanov; Philipp Bigler; Marc Hürzeler; Giuseppe Roccia

> this way to the statements of the Board of Trustees

Foundation management
Helvetia Insurance, Basel
Investment management
Helvetia Insurance, Basel
Supervisory authority cantonal or regional office for the supervision of vested benefits
KPMG, Zürich
Pension fund actuary Dipeka AG, Basel
Additional information

Security occupational benefit scheme – information sheet

Board of trustees – information sheet

Our pension solution
Helvetia full insurance