Are you ready to tackle today's challenges in occupational pensions with us?
PwC Switzerland offers a wide range of services to help you navigate the increasingly complex occupational pensions industry. We not only help you comply with and implement legal and regulatory requirements, but also work with you to find optimized, customized, and innovative solutions. Our specialists from a wide range of disciplines have many years of broad experience and in-depth market knowledge in occupational pensions. Our strict internal guidelines and established processes ensure the necessary independence between our auditing and other consulting services.
Our pensions specialists support you in the following areas:
- Advisory services for pension institutions, investment, vested benefits, and Pillar 3a foundations, employers, and individuals;
- Auditing of pension institutions, investment, vested benefits, and Pillar 3a foundations.
Our pension specialists, consisting of lawyers, actuaries, economists, investment and tax experts, as well as social security specialists and auditors, offer the following services:
- Support and advice to employers and pension institutions during change processes impacting occupational pensions, such as asset and share deals, mergers and liquidations at the company and pension institution level;
- Valuation of pension obligations according to international accounting standards (IFRS/US GAAP), particularly in connection with due diligence audits;
- Advice on the strategic orientation and implementation of your IT goals: from strategic goal definition and system selection to successful implementation.
- Comprehensive advice to pension institutions, for example, in the area of pension fund governance, in the implementation of legislative changes, and legal advice in individual cases;
- Advice to providers of pension solutions in the area of 2nd and 3rd pillars, for example, regarding implementation issues, review of governance structures, and the internal control system.
- Development of customized pension solutions/development or optimization of pension plans, such as aligning pension plans with the strategic objectives of the company's compensation policy and taking international accounting into account;
- Supporting employers in the process of finding a pension provider, i.e., from obtaining quotes to selecting the provider and concluding the contract;
- Benchmarking of pension plans
- We create benchmarks of basic and executive plans and individual winner/loser analyses
- Supporting employers with compliance issues, particularly with regard to social security and pension law aspects, e.g., with regard to reporting and ensuring correct wage reporting and contribution collection;
- Supporting employers with oversight of the local or global administration of their pension plans, for example, with regard to the impact of the plans on their financial reporting;
- Tax and pension law assessment of international issues, including specific issues relating to cross-border commuters;
- Advising individuals, among others Management staff regarding their pension provision, including advice on the first pillar;
- Advice on tax aspects, for example, VAT;
- Support for pension institutions in the area of investments, e.g., asset-liability management (ALM) studies for pension institutions and pension schemes, real estate valuation and consulting, financial investments;
- Auditing to ensure the quality of the annual financial statements, including advice on accounting and financial statement preparation.
What distinguishes us as a "sparring partner"?
It is our corporate culture that gives PwC its added value. Our pension specialists live the PwC values:
- Make a difference
- We provide high-quality services in a constantly changing market, leveraging the depth and breadth of our expertise with our cross-team approach.
- Care – We understand our clients' needs and develop personalized, professionally optimized solutions.
- Work together – Our specialists combine their diverse knowledge and expertise to achieve greater efficiency.
- Reimagine the possible
- We don't settle for the status quo but promote new and innovative solutions.
- Act with integrity – Our goal is to meet our own and our clients' expectations and to always act responsibly. We pursue these values in our collaboration internally with colleagues as well as with our clients.
Have we piqued your interest?
We look forward to a successful and collaborative partnership: CH_Swiss_Pensions@pwc.ch / Phone +41 (0)58 792 44 00
