You are using an outdated browser. There may be optical and technical problems.
OK, CLOSE
The Boards of Trustees of the AXA Foundation for Occupational Benefits, Winterthur and the Columna Collective Foundation Group Invest, Winterthur have decided to merge the two foundations. The merger process will take place in 2022.
The AXA Foundation for Occupational Benefits, Winterthur (Dual Invest) will be fully integrated into the Columna Collective Foundation Group Invest, Winterthur (absorption merger). Thanks to its increased size, the merged foundation will have greater financial and structural risk capacity, and thus greater stability. The merger will be backdated to January 1, 2022.
The merger is motivated by strategic considerations. Analyses have shown that the structures of the two foundations are very similar. Merging these two occupational benefits institutions will secure the future of their occupational benefits provision and increase the stability of the merged foundation. The merged foundation’s coverage ratio as at January 1, 2022, is 111.4%, so there will be no detrimental effect on insured persons' claims. The merged foundation will thus start out on a strong financial footing.
The merger will not result in any changes to current pensions, and the regulatory benefits for active insured persons will also be unchanged. The merger will protect the rights and claims of insured persons and pensioners.
As an insured person or pensioner, the merger will have the following advantages for you:
The rights of insured persons will remain fully protected. The merger will not result in any changes to current pensions, and the regulatory benefits for active insured persons will remain the same.
There will be no changes to the pension solution of the affiliated clients of the two foundations as a result of the merger, and therefore no changes for you as a company. The existing affiliation agreements will transfer seamlessly to the merged foundation.
You as an affiliated company and your employees will enjoy the following advantages as a result of the merger:
Key figures as per 2020 annual financial statements
Insured persons and pensioners will have the right to view the merger agreement and the merger report for a period of 30 days once the Board of Trustees has approved all documents relating to the merger. Insured persons and pensioners wishing to view the merger agreement and the merger report must do so in person by prior appointment:
If you have any questions, please do not hesitate to contact us at fusion-pk@axa.ch.
