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DirectoryFinance & InsurancePension FundsZurichPensionskasse SPS und Jelmoli
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Pensionskasse SPS und Jelmoli

Summary

About the company

The company's core activity is the management of pension funds and welfare foundations, in particular the implementation of provident plans for employees and the management of pensions and insurance. The company offers savings insurance, pensions and investments and manages the associated foundations, such as the SPS and Jelmoli pension fund and the SPS and Jelmoli welfare foundation.

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Industry:Pension Funds
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Occupational pension provision (Pension fund SPS and Jelmoli)
Occupational pension provision according to the contribution-based plan for affiliated employers; admission of employees, retirement savings, and risk insurance for death and disability.
Retirement benefits
Retirement between ages 58 and 70, partial retirement from age 58, an old-age pension based on the savings balance, as well as withdrawal of capital from the existing savings balance.
Portability benefits
Withdrawal benefits upon termination of employment, transfer to the new pension institution or to a portability institution; cash payment in cases specified by law.
Additional purchases into the pension plan
Voluntary purchases to improve pension protection; personal purchase options are shown on the insurance certificate, and the purchase amount is tax-deductible.
Promotion of home ownership
Advance withdrawal or pledging of pension capital for owner-occupied housing, with deadlines, minimum amount and defined documentation requirements.
Spousal partner pensions and survivor benefits
Spousal partner pensions or survivor pensions for registered life partners, as well as death capital paid to eligible survivors according to a defined order.
Cost-of-living adjustment on pensions
An annually reviewed adjustment mechanism for pensions, determined according to financial capacity, to reflect price development; decision by the foundation board.
Asset investments
Definition of the investment strategy, investments in liquidity, bonds, equities, real estate and alternative investments, as well as exercising voting rights in Swiss exchange-listed companies.
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Location

Uraniastrasse 31
8001 Zurich

At a glance

Legal form
Foundation
UID
CHE-109.724.636
Founded
1920 · 106 years
Last commercial register change
April 21, 2026
Employees
1 to 10

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