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The additional return is determined annually in the autumn and credited on 01.01. of the following year.
| Board of foundation |
The board of foundation of Helvetia BVG Invest consists of an equal number of employer and employee representatives of the associated companies (pension funds). Elections are held every five years. 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 |
|
| Our pension solution | Helvetia LOB invest |
| The currently valid legal documents that govern the different legal relationships of Helvetia LOB Invest Group Foundation can be found here below. | |
| We would like to inform you that for 2020 we have completely revised the general regulation provisions for all foundations in order to simplify them and make them easier to read. The previous appendices to the General Regulation Provisions (Organization Rules and Rules on Partial or total liquidation of the pension fund) are now provided as separate documents. Furthermore, the numbered references in particular have changed, which means that the references in benefit plans issued before 1.1.2020 no longer correspond to the numbering in the general regulation provisions for 2020. In such cases, please refer to the subject sections. | |
| Legal relationship with employees |
|
| 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.) |
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.