Occupational benefit. Information for employers.
The employers' functions in the occupational benefit scheme are many and varied. On this page you will find all the forms, information sheets and further information that you need as an employer or HR officer for the organization and administration of your occupational benefit scheme.
HR administration
All the forms for HR updates and further information on the individual changes at a glance.
Staff updates
| Information sheet - Annual salary reporting in occupational benefit schemes | EN FR IT DE | ||
| Form - Amendments (Salary, ...) | EN FR IT DE | ||
| Form - Suspension of Work | EN FR IT DE | ||
| Form - Resumption of work | EN FR IT DE | ||
| Information sheet - Unpaid leave | EN FR IT DE | ||
| Form - Notification of unpaid leave | EN FR IT DE | ||
| Leaflet - Incapacity to Work or Earning Disability | EN FR IT DE | ||
| Form - Incapacity to Work or Earning Disability | EN FR IT DE | ||
| Form - Medical certificate of disability | FR IT DE | ||
| Information sheet - Annual salary reporting in occupational benefit schemes | ||
| EN FR IT DE | ||
| Form - Amendments (Salary, ...) | ||
| EN FR IT DE | ||
| Form - Suspension of Work | ||
| EN FR IT DE | ||
| Form - Resumption of work | ||
| EN FR IT DE | ||
| Information sheet - Unpaid leave | ||
| EN FR IT DE | ||
| Form - Notification of unpaid leave | ||
| EN FR IT DE | ||
| Leaflet - Incapacity to Work or Earning Disability | ||
| EN FR IT DE | ||
| Form - Incapacity to Work or Earning Disability | ||
| EN FR IT DE | ||
| Form - Medical certificate of disability | ||
| FR IT DE | ||
Leaving the pension fund
| Form - Termination of employment | EN FR IT DE | ||
| Information sheet - Early retirement | EN FR IT DE | ||
| Form - Flexible retirement | EN FR IT DE | ||
| Information sheet - Early retirement models for the construction industry | EN FR IT DE | ||
| Form - Industry-specific early retirement solution | EN FR IT DE | ||
| Supplementary Conditions Helvetia LOB Invest - Industry-specific early retirement solution | EN FR IT DE | ||
| Supplementary Conditions Helvetia Group Foundation - Industry-specific early retirement solution | EN FR IT DE | ||
| Form - Announcement of death | EN FR IT DE | ||
| Information sheet - Bilateral agreements Switzerland/EU | EN FR IT DE | ||
| Brochure - Conversion rate | EN FR IT DE | ||
| Information sheet - Continuing insurance cover beyond retirement age | EN FR IT DE | ||
| Form - Continuing insurance cover beyond retirement age | EN FR IT DE | ||
| Information sheet - Unemployment | EN FR IT DE | ||
| Information sheet - Continued Insurance Art. 47a LOB | EN FR IT DE | ||
| Supplementary Conditions Helvetia LOB Invest - Continued Insurance Art. 47a LOB | EN FR IT DE | ||
| Supplementary Conditions Helvetia Group Foundation - Continued Insurance Art. 47a LOB | EN FR IT DE | ||
| Brochure - Vested benefits solutions | EN FR IT DE | ||
| Form - Termination of employment | ||
| EN FR IT DE | ||
| Information sheet - Early retirement | ||
| EN FR IT DE | ||
| Form - Flexible retirement | ||
| EN FR IT DE | ||
| Information sheet - Early retirement models for the construction industry | ||
| EN FR IT DE | ||
| Form - Industry-specific early retirement solution | ||
| EN FR IT DE | ||
| Supplementary Conditions Helvetia LOB Invest - Industry-specific early retirement solution | ||
| EN FR IT DE | ||
| Supplementary Conditions Helvetia Group Foundation - Industry-specific early retirement solution | ||
| EN FR IT DE | ||
| Form - Announcement of death | ||
| EN FR IT DE | ||
| Information sheet - Bilateral agreements Switzerland/EU | ||
| EN FR IT DE | ||
| Brochure - Conversion rate | ||
| EN FR IT DE | ||
| Information sheet - Continuing insurance cover beyond retirement age | ||
| EN FR IT DE | ||
| Form - Continuing insurance cover beyond retirement age | ||
| EN FR IT DE | ||
| Information sheet - Unemployment | ||
| EN FR IT DE | ||
| Information sheet - Continued Insurance Art. 47a LOB | ||
| EN FR IT DE | ||
| Supplementary Conditions Helvetia LOB Invest - Continued Insurance Art. 47a LOB | ||
| EN FR IT DE | ||
| Supplementary Conditions Helvetia Group Foundation - Continued Insurance Art. 47a LOB | ||
| EN FR IT DE | ||
| Brochure - Vested benefits solutions | ||
| EN FR IT DE | ||
Everything you need to know about your company's occupational benefit scheme
General information about your pension fund at a glance.
Good to know
| Helvetia - News on the 2nd pillar | EN FR IT DE | ||
| Information sheet - Swiss social insurance schemes 2022 | EN FR IT DE | ||
| Information sheet - Swiss social insurance schemes 2023 | EN FR IT DE | ||
| Information sheet - "Further development of disability insurance IV" reform programme | EN FR IT DE | ||
| Information sheet - Employee benefit accounts | EN FR IT DE | ||
| Information sheet - Flat-rate risk premium | EN FR IT DE | ||
| Information sheet - Full insurance surplus system | EN FR IT DE | ||
| Information sheet - Full insurance surplus statement | EN FR IT DE | ||
| Information sheet - Helvetia case management | EN FR IT DE | ||
| Information sheet - References LOB Helvetia | EN FR IT DE | ||
| Brochure - Helvetia full insurance | EN FR IT DE | ||
| Brochure - Helvetia LOB Invest | EN FR IT DE | ||
| Brochure - Helvetia Cadre Employee Benefit Scheme | EN FR IT DE | ||
| Information sheet - Helvetia Cadre Employee Benefit Scheme 1e | EN FR IT DE | ||
| Video - Pension models | EN FR IT DE | ||
| Information sheet - Security for retirement assets and pensions | EN FR IT DE | ||
| Information sheet - Funding ratio of semi-autonomous collective foundations | EN FR IT DE | ||
| Information sheet - Occupational benefit scheme variations | FR IT DE | ||
| Information sheet - Your insurance certificate explained | EN FR IT DE | ||
| Helvetia - News on the 2nd pillar | ||
| EN FR IT DE | ||
| Information sheet - Swiss social insurance schemes 2022 | ||
| EN FR IT DE | ||
| Information sheet - Swiss social insurance schemes 2023 | ||
| EN FR IT DE | ||
| Information sheet - "Further development of disability insurance IV" reform programme | ||
| EN FR IT DE | ||
| Information sheet - Employee benefit accounts | ||
| EN FR IT DE | ||
| Information sheet - Flat-rate risk premium | ||
| EN FR IT DE | ||
| Information sheet - Full insurance surplus system | ||
| EN FR IT DE | ||
| Information sheet - Full insurance surplus statement | ||
| EN FR IT DE | ||
| Information sheet - Helvetia case management | ||
| EN FR IT DE | ||
| Information sheet - References LOB Helvetia | ||
| EN FR IT DE | ||
| Brochure - Helvetia full insurance | ||
| EN FR IT DE | ||
| Brochure - Helvetia LOB Invest | ||
| EN FR IT DE | ||
| Brochure - Helvetia Cadre Employee Benefit Scheme | ||
| EN FR IT DE | ||
| Information sheet - Helvetia Cadre Employee Benefit Scheme 1e | ||
| EN FR IT DE | ||
| Video - Pension models | ||
| EN FR IT DE | ||
| Information sheet - Security for retirement assets and pensions | ||
| EN FR IT DE | ||
| Information sheet - Funding ratio of semi-autonomous collective foundations | ||
| EN FR IT DE | ||
| Information sheet - Occupational benefit scheme variations | ||
| FR IT DE | ||
| Information sheet - Your insurance certificate explained | ||
| EN FR IT DE | ||
General regulation provisions Helvetia Group Foundation*
| Video - Pension fund regulations | EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia Group Foundation | EN FR IT DE | ||
| – Organization rules - Helvetia Group Foundation | EN FR IT DE | ||
| – Partial liquidation rules - Helvetia Group Foundation | EN FR IT DE | ||
| Sample contracts of association | EN FR IT DE | ||
| Video - Pension fund regulations | ||
| EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia Group Foundation | ||
| EN FR IT DE | ||
| – Organization rules - Helvetia Group Foundation | ||
| EN FR IT DE | ||
| – Partial liquidation rules - Helvetia Group Foundation | ||
| EN FR IT DE | ||
| Sample contracts of association | ||
| EN FR IT DE | ||
General regulation provisions Helvetia Prisma Group Foundation*
| Video - Pension fund regulations | EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement capital) | EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement pension) | EN FR IT DE | ||
| – Organization rules - Helvetia Prisma Group Foundation | EN FR IT DE | ||
| – Partial liquidation rules - Helvetia Prisma Group Foundation | EN FR IT DE | ||
| Sample contracts of association | EN FR IT DE | ||
| Video - Pension fund regulations | ||
| EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement capital) | ||
| EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement pension) | ||
| EN FR IT DE | ||
| – Organization rules - Helvetia Prisma Group Foundation | ||
| EN FR IT DE | ||
| – Partial liquidation rules - Helvetia Prisma Group Foundation | ||
| EN FR IT DE | ||
| Sample contracts of association | ||
| EN FR IT DE | ||
General regulation provisions Helvetia LOB Invest Group Foundation*
| Video - Pension fund regulations | EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia LOB Invest Group Foundation | EN FR IT DE | ||
| – Organization rules - Helvetia LOB Invest Group Foundation | EN FR IT DE | ||
| – Partial liquidation rules - Helvetia LOB Invest Group Foundation | EN FR IT DE | ||
| – Investment Rules - Helvetia LOB Invest Group Foundation | EN FR IT DE | ||
| Sample contracts of association | EN FR IT DE | ||
| Video - Pension fund regulations | ||
| EN FR IT DE | ||
| General regulation provisions 2023 - Helvetia LOB Invest Group Foundation | ||
| EN FR IT DE | ||
| – Organization rules - Helvetia LOB Invest Group Foundation | ||
| EN FR IT DE | ||
| – Partial liquidation rules - Helvetia LOB Invest Group Foundation | ||
| EN FR IT DE | ||
| – Investment Rules - Helvetia LOB Invest Group Foundation | ||
| EN FR IT DE | ||
| Sample contracts of association | ||
| EN FR IT DE | ||
* The General Regulation Provisions of all foundations 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.
