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Advising pension funds and companies is our core business. Our 18 pension fund experts and a committed team of pension advisors have the necessary expertise to cover each and every issue relating to the second pillar. We perform the statutory function of expert for occupational benefits for around 200 pension funds and are responsible for preparing the benefit plan accounts according to international financial reporting standards for some 300 companies. You can place your trust in our expertise in the following areas, for example:

  • Financial stabilisation of benefit institutions
  • Development of participation models
  • Preparation or review of plan rules
  • The conception and design of benefit plans
  • Establishment of benefit institutions (e.g. 1e foundations)
  • Calculation of benefit capital and technical reserves
  • Preparation and review of actuarial reports
  • The settlement of mergers, liquidations and partial liquidations of benefit institutions
  • Advice on changes to the law
  • Risk analyses: calculation of the claims experience, review of risk contributions
  • Comparison of benefit institutions (benchmarking)
  • Needs-based training of boards of trustees
  • Communication of plan changes or other pension issues for insured persons; design and participation in information events

As a contact for pension funds (managing directors, boards of trustees etc.) and companies (financial managers, HR managers etc.), we are always at your side in all matters in a supportive, transparent and solution-oriented manner.

Your contact persons

Dr. Ruben Lombardi

Bereichsleiter Beratung Basel/ Pensionskassen-Experte SKPE
Or contact us via the contact form.
We look forward to your inquiry.
Contact

Samuel Blum

Bereichsleiter Beratung Zürich / Pensionskassen-Experte SKPE
Or contact us via the contact form.
We look forward to your inquiry.
Contact

More services

Administration for pension funds

Our administration solutions are fully tailored to your specific needs. From technical and administrative issues through to interim management, our experienced staff is here to support you.
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Legal advice

Depending on your needs, we offer tailored solutions for professional outsourcing of your claims management, the drafting of legal documents in the field of occupational pensions, assistance with the correct wording of regulations and will support you through complex procedures such as an impending partial liquidation.
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International accounting

The valuations and accounting we undertake for some 300 companies comply with International Financial Reporting Standards. This is possible thanks to the state-of-the-art IT tools we have developed in-house. Our standardised processes guarantee you have the security you need and provide an optimum solution for your business.
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Due diligence

When buying or selling a business, the valuation and structuring of the occupational pension scheme of the workforce impacted by the transaction should be an important part of the sales negotiations. We will be happy to perform an unbiased assessment of the current situation. We will also assist you with the restructuring of the pension arrangements after you have bought a business.
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Insurance solutions

When searching for the optimum insurance solution for your company or the best possible reinsurance for your pension fund, we support you. If required, our specialists will also review the contract documents and provide individual support throughout the term of the contract.
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ALM
(Asset-Liability-Management)

To determine an investment strategy that ensures that pension liabilities are covered by existing assets over the long term, it is necessary to carry out an analysis of your pension fund’s balance sheet, which our ALM specialists will be happy to perform.
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