The core activity of Assurinvest AG is the consulting and management of pension funds and collective foundations, including the establishment of company-owned foundations, investment consulting, reporting and the management of pensioner funds and collective foundations.
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Industry:Insurance Brokerage & Consulting
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Analysis of existing pension fund and retirement provision solutions, optimization proposals, drafting of new regulations and plans, allocation plans in the event of a partial liquidation, and restructuring proposals.
Management of pension fund
Assumption of management for pension funds in line with current guidelines and regulations, including operational tasks, contact with foundation boards, insured persons and authorities.
Technical pension fund administration / financial accounting
Actuarial administration for active insured persons and pensioners, processing of benefit cases, contribution statements, payment processing, internal control system (ICS) and financial accounting.
Securities accounting
Securities accounting for investments, coordination with investment controllers and banks, daily investment accounts, valuation of securities, account reconciliations and annual financial statements.
Investment advice / reporting
Advice on asset investments and investment strategy, decision-making inputs for capital allocation, selection of asset managers and investment products, and periodic reporting.
External support for pension fund digitalisation
Consulting and support for the digitalisation of pension funds and collective foundations, assistance in implementing digital business processes and expanding digitalisation.
Establishment of a corporate foundation
Consulting and support for the establishment of a corporate pension fund or foundation, including the organisation of the retirement provision solution, investment strategy, benefit plans and regulations.
Bafidia pension fund
Collective facility for banks, financial and service providers with a modern administration system, online access, input rights for delegates, and contributions for risk and administration costs.
SKMU collective foundation BVG for SMEs
Joint facility for occupational pension provision for SMEs in Switzerland, with the option to join for various industries, coverage ratio, interest accrual as well as risk and administration costs.
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