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Services
Our customers and insured persons have access to a wide range of online tools for administration, information and performing their own calculations regarding pension provision. They can use them to help with employee benefit scheme contracts, transferring salary data, planning their retirement or downloading their latest insurance certificate. Yet despite these digital tools, personal advice remains important.
Services
General Regulation Provisions 2026 for all group foundations
As usual, the new General Regulation Provisions will be available to customers and all insured persons on the respective foundation website under Legal documents from January onwards.
Employee benefit schemes put to the test
The need for benefits changes as your business develops and your workforce grows. That’s why it’s important to review your company’s pension solution on a regular basis. This includes involving employees in decisions and providing transparent information in the event of any changes.
We will be happy to assist you with a personal consultation and an employee information session on all matters relating to your pension fund and social insurance. Get in touch with your adviser or submit the relevant contact form.
Self-service options for customers and insured persons
Helvetia customers and insured persons have access to a range of useful tools when it comes to occupational benefit schemes. The tools are always up to date, the data is secure and the applications are simple to use.
Pension checks – calculate pension gaps and taxes
Keep an eye on your current pension situation with the Helvetia pension check and identify any pension gaps quickly and easily. The pension check also includes the new Financial Fitness Score, which gives you a number to indicate how well you’re doing financially. It takes account of your risk and pension analysis, your family situation, your age and your finances.
Free, fast, straightforward
Author: Priska Schnell