Allvisa services
 
Your direct link to us:
Phone 043 344 43 43

Our services

Allvisa offers employee benefit services to pension funds and companies. Our services are defined by the quality of our work and our partnership with our customers.

 

We think in tandem with our customers, put ourselves in their shoes, analyse their needs and potential, engage in a dialogue with them and accompany them into the future.

We offer the following services to pension funds:

1. Actuarial services pursuant to Art. 52e BVG

  • Calculation of pension capital and technical provisions

  • Preparation of actuarial balance sheets and reports

  • Recommendations regarding actuarial tables, technical interest rates and all related parameters (e.g. conversion rate)

  • Calculation of claims experience and insurance risks and proposals for covering and funding these risks

  • Preparation and review of regulations to ensure financial stability

  • Review and establishment of structural and financial risk capacity (also based on key figures)

 

 

2. Pension advice

  • Introduction of new pension solutions and pension plans, conversions of same

  • Benchmark analyses

  • Pension due diligence investigations for M&As

  • Evaluation of benefit cases

  • Establishment, merger and liquidation of pension funds

  • Partial liquidations

  • Training and further education (e.g. of foundation board members)

  • Communication, performance of information obligations to insured pursuant to Art. 65a and 86b BVG

 

3. Brokerage

Consultancy and support
 

  • Risk and needs analyses

  • Preparation of pension and insurance concepts

  • Evaluation of insurance and pension partners

  • Management of complete pension and insurance portfolios

  • Checking of policies and invoices

  • Professional support for benefit and other claims

  • Information documents for employees

  • Staff information events

  • Seminars on preparing for retirement

  • Specialist information

 

Betriebliche Vorsorge

  • Risk reinsurance for semi-autonomous pension funds

  • Affiliation with collective or joint institutions (employee benefits, incl. management plans)

  • Reporting (liabilities)

  • Daily sickness benefits insurance

  • Accident and supplementary accident insurance

 

Financial loss insurance

  • Liability insurance

  • Business insurance

  • Building insurance

  • Builder’s insurance

  • Guarantee insurance

  • Technical Insurance

  • Motor vehicle insurance / fleet insurance

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4. International accounting standards

Valuations according to IAS 19 (IFRS), FASB ASC 715-730 (US GAAP)

  • Recommendations for and discussion of accounting assumptions

  • Calculation of pension liabilities

  • Evaluation of effects of changes in assumptions

  • Preparation of reports

  • Consolidation of your group companies

  • Contact and reporting for auditors

  • Preparation of interim financial statements

  • Forecasts for coming years

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Facts re services

  • Comprehensive and competent advice and management

  • 160 pension actuary mandates

  • 150 broker mandates

Cooperation partners

When confronted by very specific questions, Allvisa AG has access to the following partner organisations/companies:

Online tools

Insured can use Allvisa’s online tool to see how their benefits will change, for example if they purchase additional benefits or choose a different contribution scale, or if the pensionable salary or interest rate for retirement savings changes, etc.

 

If your pension fund does not yet have an online tool, you can find more information with the following link:

Allvisa online tools

 
 
 

© 2018 ALLVISA AG

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Allvisa AG
Thurgauerstrasse 54

Postfach
CH-8050 Zürich


T: +41 (0)43 344 43 43
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