We take over the management and administration of your pension fund and guide you successfully through the world of occupational pensions.
PFS in Numbers
60 pension fund clients
65,000 insured members served
90 employees
Our pension fund services:
Management
- Operational, technical, and administrative management of the pension fund
- Organization of board and investment committee meetings
- Coordination of cooperation between human resources departments, board members, experts, and auditors
Technical administration
- Advice to active insured members and pensioners
- Calculation, review, and processing of benefit entitlements
- Collaboration with the human resources department
Accounting
- Payment transactions and contribution collection
- Liquidity planning
- Annual financial statements in accordance with Swiss GAP FER 26
Securities accounting
- Posting of all securities transactions
- Tracking securities valuation
- Settlement of withholding tax and stamp duty
Investment reporting
- Periodic performance calculation including benchmark comparison
- Overview of compliance with the range and asset allocation
- Monthly total statement of assets
- Funding principle
Additional value
- Investment pooling (special conditions through a purchasing group for asset management) including semi-annual information events
- Pooling solution for external data protection officers (according to the Data Protection Act of September 1, 2023) – Training and continuing education for insured persons and foundation boards
Management software
- State-of-the-art management software for employers and insured persons
- All changes and contribution entries are directly mapped
- Asset and pension management in one system with integrated transfer
- Online portal with simulation options for employers and insured persons
PFS Pension Foundation
At the PFS Pension Foundation, each pension fund has its own coverage ratio and an individual investment strategy. All members have access to cost-effective investment pools.
PFS Vested Benefits Foundation
At the PFS Vested Benefits Foundation, based in the canton of Schwyz, vested benefits assets are invested in whole or in part in securities. Insured persons can choose between various investment strategies, each characterized by different return and risk characteristics.
Retirement Planning Properly
PFS has been conducting highly successful informational events on retirement for years. Participants receive valuable insights into AHV (Old Age and Survivors' Insurance), pension funds, financial planning, healthcare, and matrimonial property and inheritance law.
PFS clients benefit from:
- Many years of experience
- A strong culture of quality
- Customized solutions
- Professionally skilled staff
