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Our clients are pension funds as well as companies of all sizes and start-ups. As independent insurance experts, we assist you in your search for suitable benefit plan and insurance solution by offering the following services:

  • Restructuring of pension plans for companies: Requesting quotes taking account of your needs, detailed comparison of the offers using a live tool, presentation of the results with recommendations, holding of information events for employees, review of affiliation documents and monitoring of operational processing
  • Search for optimal reinsurance for pension funds: Assessment of current reinsurance and identification of possible alternatives, request for quotes and comparison of offers, presentation of results with recommendations, review of contract documents and monitoring of operational processing
  • Coordinated insurance policies for companies: Search for daily sickness benefits insurance, accident insurance, public liability insurance, business insurance, cyber insurance

Our extensive experience as pension fund experts for around 200 benefit institutions enables us to find the benefit or insurance solution tailored to your needs. Our in-depth knowledge of the market also means we can negotiate the best insurance premiums and terms.

Your contact persons

Roger Kenel

Insurance Consultant
Or contact us via the contact form.
We look forward to hearing from you.
Contact

Dr. Jacopo Mandozzi

SKPE-certified pension fund expert
Or contact us via the contact form.
We look forward to hearing from you.
Contact

More services

Advice for pension funds

As pension experts, we provide you with a comprehensive picture that takes into account all dimensions of pension provision and considers future developments. This enables you to identify risks and opportunities in good time.
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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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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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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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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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