Budliger Treuhand AG

Our Expertise

Budliger addresses the complex environment and contemporary challenges with specialists. We rely on employees who demonstrate their knowledge and skills, as well as their empathy. They possess fiduciary skills that they continually develop. Our clients benefit not only from their knowledge, but also from a solution-oriented approach and empathetic advice.

The area of employee benefits is constantly evolving and continually presents the management bodies of pension funds, vested benefits foundations, and employer-sponsored foundations with new challenges.

Insured persons, employers, and supervisory authorities demand transparent management and an open information policy from pension institutions.

The increasing complexity and increasing regulation require a competent, experienced, and solution-oriented partner. We understand your concerns and support you with professional expertise and as an independent auditor in the field of pensions.

 

Our services:

  • Audit of the annual financial statements according to Swiss GAAP FER (pension institutions and welfare foundations)
  • Planning and closing meetings with the board of trustees and/or management, including recommendations and suggestions for improvement
  • Attestation of the annual financial statements for the board of trustees
  • Process audits
  • Support and audit of mergers, asset transfers, and partial liquidations

Your added value:

 

Personal support/short decision-making processes

Our partners support clients and maintain direct contact. This shortens decision-making processes, and the agreed approach can be implemented immediately.

 

Qualified employees and comprehensive expertise

Our employees undergo continuous training, particularly in the area of BVG (Local Pensions Act), and are thus familiar with the specific challenges of pension institutions.

 

IT environment

With state-of-the-art auditing and analysis tools, electronic data exchange, and our secure IT infrastructure, your data is safe with us.

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