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The additional return is determined annually in the autumn and credited on 01.01. of the following year.
The coverage rate refers as per the reporting date to the Helvetia LOB Invest Group Foundation, whose pool investment is invested in the asset allocation LOB-Mix Plus 30 at Helvetia Investment Foundation.
Performance of the business years from 1.1.– 31.12.
Current prices and performances of the investment groups of Helvetia Investment Foundation.
| The currently valid legal documents that govern the different legal relationships of Helvetia LOB Invest 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 |
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| Legal relationship with companies |
sample contract of association (The foundation instrument as well as the costs, organisation rules and election rules form an integral part of the contract of association.) |
| Board of foundation |
In September 2020, the Board of Trustees of the Helvetia LOB Invest Group Foundation was elected for term of office to 2025. The election will be officially approved by the Board of foundation in November 2020. Employer representatives: Employee representatives: |
| Pension model |
Semi-autonomous solution in which the risk benefits death and disability are guaranteed by Helvetia Insurance. The age risk is borne by the foundation itself. |
| Foundation management |
Helvetia Insurance, Basel |
| Investment management |
Helvetia Investment Foundation, Basel |
| Supervisory authority |
cantonal or regional office for the supervision of vested benefits |
| Auditors |
KPMG, Zurich |
| Pension fund actuary |
BERAG, Beratungsstelle für die 2. Säule AG, Basel |
| Additional information |
board of trustees – information sheet |
| Our pension solution | Helvetia LOB invest |
