All-round competence

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

Additional services as an optimal supplement for your outsourced processes

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    Health management

    Healthy employees are motivated and productive. We accompany you and your employees from prevention to reintegration at the workplace.

    To Health management
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    Generation Dialogue Foundation

    The start of a new phase in life needs good preparation to succeed. Gain inspiration for shaping your life as well as fresh insight into your new situation.

    Generation Dialogue Foundation

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