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As a leading service provider in the field of pension fund consulting and administration with extensive expertise, we know the challenges and needs of our industry. Dealing with constant changes and increasing complexity in occupational pension provision requires a sound understanding of a wide range of topics. As part of our training and further education programme, we provide you with the specialist knowledge you need to make the right decisions. We are happy to help boards of trustees, employees and insured persons expand their expertise with events in the following areas:

  • Information events for insured persons about the benefits of their pension fund for a better understanding of their own pension provision
  • Retirement seminars: Highlighting the options in your own pension fund and other relevant topics for retirement planning
  • Training and further education for foundation board members: basic training and specific specialist topics
  • Training new employees in day-to-day business: Due to the shortage of skilled labour, pension funds are increasingly reliant on hiring employees from outside the field. We can help you to train them and, if you wish, we can support you during the application process to ensure that the recruitment of non-specialists is successful from A to Z.
  • IAS training courses
  • Training in the area of investments (various topics)
  • Customised training courses and workshops according to your wishes

You are welcome to contact us for further information on our training and event programme. We look forward to hearing from you.

Your contact persons

Thomas Burlet

Leiter Kundenbetreuung
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Sabrina Beugger

Rechtsberaterin Berufliche Vorsorge
Oder melden Sie sich via Kontaktformular.
Wir freuen uns auf Ihre Anfrage.
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Further 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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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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Training courses and events

As a leading service provider for pension funds, we offer comprehensive expertise and training to support well-founded decisions. Our events are aimed at boards of trustees, employees and insured persons.
Learn more