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Helvetia Personal­vorsorge­stiftungen

Solutions for em­ployee benefit schemes

Helvetia offers solutions for employee benefit schemes that are tailored individually to company requirements.
The right pension solution for every need of security
Comprehensive financial and pension analyses
Innovative investment options
Competent advice on every aspect of social insurance
Quick and easy adminis­tration
"LOB 21" occupational benefits reform was rejected in the referendum on 22 September 2024.

Tailor-made solutions for companies with their own pension fund

Helvetia is one of the most experienced providers of pension fund solutions. Companies benefit from its wealth of expertise in the field of occupational benefits and social insurance. Whether risk assessment, administration, management and accounting or investments: the corresponding pension solution is geared to the needs of the company and its employee benefit foundation.

The all-round package for security and efficient administration

With the all-round package for your pension fund, you delegate the insurance of all risks (death, disability and longevity) as well as investments and the management of occupational benefits for your staff to Helvetia. Here you enjoy maximum guarantees as part of a full insurance policy.

  • Advantages: Your pension fund is in safe hands. All risks are 100% covered. There are many useful administrative tools available to you for greater efficiency.

Tailor-made insurance for risks

The employee benefits foundation can cover the risks as required. Helvetia insures your disability and death risks.

  • Advantages: Your employee benefit foundation delegates the risks of death and disability to Helvetia according to your individual needs. Risk insurance with flat-rate premiums is a particularly popular solution.

Information sheet – Flat-rate risk premium

Use experts’ knowledge of the pension fund

The LOB experts at Helvetia Consulta find solutions to complex questions as well as handling the administration, organization and control of the employee benefit foundation. Individual services can be used, such as the pension fund expert mandate, asset liability management, the report for international accounting or the analysis of your risk insurance.

  • Advantage: Companies’ own pension funds benefit from the expertise of Helvetia Consulta's specialists in the field of employee benefit schemes.

Helvetia Consulta and the entire range of experts

Investing your pension fund assets

The employee benefit foundation can customize the investment of its insured persons' assets and entrust the implementation to a competent partner.

The Helvetia Investment Foundation specializes in the investment and management of tied assets of institutional investors. It assumes responsibility for managing the pension assets of pension funds and collective foundations.

  • Advantage: the investments are optimally managed by experienced professionals in accordance with the current state of knowledge in the markets. The regulatory requirements for tied assets are taken into account.

All you need to know about the Helvetia Investment Foundation