All-round competence

AXA Pension Solutions

Services

The operational management of your occupational benefits institution is in the best of hands with AXA Pension Solutions. You determine the scope. We offer you flexible solutions depending on your needs. Choose between comprehensive management and temporary management, or support for only a specific aspect. 

  • Flexible, needs-based solutions
  • Highest security standard

Your choice – our offer

  • Business management
    • Flexible operational management of current business
    • Monitoring and coordinating administration
    • Arranging, participating in and minuting Board of Trustee meetings
    • Preparing information for decision-making for the Board of Trustees
    • Monitoring and implementing statutory and regulatory provisions
    • Liquidity planning
  • Administration

    AXA Pension Solutions ensures that your personnel department can provide your employees quickly with correct and straightforward information on occupational benefits insurance. IKS-tested by MAZARS.

    Technical administration

    • Managing the portfolio of active insured persons and pensioners
    • Calculating benefits and contributions
    • Issuing benefit and pension certificates
    • Processing data on personnel changes

    Administrative management

    • Issuing contribution statements
    • Payment transactions
    • Statements on deductions of tax at source
    • Advising insured persons and pensioners
    • Delivery of pension fund data to the Federal Statistical Office
  • Foundation bookkeeping
    • Financial accounting, incl. securities accounting
    • Integration of data from technical administration
    • Integration of property bookkeeping into foundation bookkeeping
    • Preparation of financial statements under SWISS GAAP FER 26
    • Contact with the auditor and support for auditing tasks
    • Preparing statements for the BVG Guarantee Fund
    • Reclaim of withholding tax
    • Preparation of interim financial statements on the coverage ratio during an accounting year
  • Accounting
    Accounting standards
    • IAS 19 (IFRS)
    • FASB ASC 715-730 (US GAAP)
    • FER 16 (Swiss GAAP)

    Benefits

    • Analysis and recognition of pension plans
    • Conducting the necessary inquiries for the valuation
    • Calculation of benefits obligations and pension costs
    • Drawing up audit-ready reports
    • Estimating the impact on the company's balance sheet and income statement
    • Reports and correspondence for the auditor
    • Forecasts for subsequent years

    Request your quote here

Additional services as an optimal supplement for your outsourced processes

  • Training and development for trustees

    Trustees are faced with many highly demanding tasks. A solid understanding of occupational benefits insurance is therefore invaluable in making the right decisions. AXA Pension Solutions is committed to providing training and development for trustees and supports you in meeting the statutory duties and requirements.

  • SmartElection

    Choose your Board of Trustees using SmartElection. AXA Pension Solutions offers you this low-cost instrument, which is unique in Switzerland, for holding trustee elections online. The electronic election system guarantees efficient and cost-effective execution at the highest security standards.

  • Internal control system

    AXA Pension Solutions provides an internal control system that ensures efficiency, quality and a customer-oriented approach to managing your pension fund. The control system of AXA Pension Solutions is certified under the international standard ISAE3402.

  • Downloads

AXA & You

AXA worldwide

AXA worldwide

Stay in touch

DE FR IT EN Terms of use Data protection / Cookie Policy © {YEAR} AXA Insurance Ltd.

We use cookies and analysis tools to improve your user experience, to personalize advertising by AXA and our advertising partner companies, and to provide social media functions. Unfortunately you cannot change your cookie settings via our Cookie Preference Center if you use Internet Explorer 11. If you would like to change your settings, please use an up-to-date browser. By using our website with this browser, you consent to the use of cookies. Data protection / Cookie Policy