Improved governance standards are now at the heart of best practices and sustainable success. Pension funds and employers face growing challenges in risk management, stricter legal regulations, and increased oversight. Governance is evolving from pure compliance to a dynamic approach that enables more effective plan designs and processes. For over 35 years, WTW has been supporting you in Switzerland with advisory services for pension funds and companies, as well as pension brokerage. Our 360° pension advisory approach covers all aspects of occupational pension provision for the pension fund, the employer, as well as their insured members and employees, and integrates all key areas of pension provision:
As an expert in occupational pensions, we help your pension fund build a future-oriented and sustainable pension plan with manageable risks. Asset-Liability Management (ALM) enables your pension fund to develop a sustainable investment strategy based on a set of benefit and funding rules.
We prepare actuarial valuations of pension obligations in accordance with international accounting standards (IFRS and US GAAP).
Your strong legal partner for occupational pensions – local, agile, innovative. Our lawyers and legal experts offer you customized support for all aspects of occupational pensions, whether for your pension fund or your company.
Swiss pension funds and institutional investors require investment portfolios that are tailored to their objectives, cost-effective, and capable of generating appropriate returns within a clearly defined risk level. We support you in all of this.
We take over the management of your pension fund or support you to the extent you require. With our active advisory approach, we steer your pension fund securely into the future.
We support you in selecting an optimal plan design and collective foundation affiliation, as well as in implementing pension fund-related topics, particularly for medium-sized businesses.
We guide you through M&A transactions and support you (and others) with pension solutions and communication.
To support you, WTW has developed the 360° Pension and Governance Check. This unique tool focuses on the aforementioned areas, all of which are central to the successful management of a pension fund. It also offers the opportunity to reflect on the pension fund in a structured manner and lays the foundation for better governance. Our 360° Pension and Governance Check gives you the opportunity to take a comprehensive look at the management of your pension fund. The areas we define consist of 23 topics, and for each topic, we help you classify and assess the current state of governance. This typically ranges from the statutory minimum to best practices and market leadership. Our Swiss pensions team, based in Zurich, Lausanne, and Geneva, includes experts in occupational pensions, lawyers, and legal experts, certified pension fund managers and managing directors, actuaries (national and international), social security specialists, and investment experts. The entire team is specialized in supporting you with your important projects related to recent events in Switzerland:
We strive for flexible and sound pensions and higher governance standards while minimizing risks.
