Collective Foundation

sammelstiftung

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The Servisa Collective Foundation was founded in 1973, and currently takes care of the occupational benefit schemes of around 71,700 employees from over 5,000 small and medium-sized enterprises (SME) as well as larger companies in Switzerland. The offer is aimed at firms that do not operate their own employee benefits foundation. As an independent LOB specialist, the Swisscanto Collective Foundation offers clear and transparent pension solutions. Transparency, fairness and sustainability are among the most important values of the foundation active throughout Switzerland.

Your benefits

  • Comprehensive protection for old age, death and earning disability
  • Individually structured benefits
  • Transparency
  • Online system (LOBonline) for simple control and administration

Our services

  • Retirement pension or lump-sum withdrawal upon retirement
  • Disability pension starting from 40% earning disability
  • Survivors’ benefits for spouses, life partners, registered partners and children
  • Consulting and support

Servisa_Icon_KennzahlenKey Figures

Funding ratio

The provisional previous month’s funding ratio is published on day 20 of the following month at the latest.

Performance

The previous month’s performance is published on day 20 of the following month at the latest.

Balance sheet total

Number of contracts

Number of insured persons

Number of old-age pensions
Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Old-age pensions 4'227 4'585 5'154 5'792 6'256 6'777 7'394 8'009 8'524 9'068
Number of other pension recipients
Pension recipients 2023 Development 2022
Pensioners' child pensions 218 24 194
Disability pensions 1'502 -1 1'503
Disability child pensions 415 12 403
Spouse's pensions 1'313 72 1'241
Orphans' pensions 208 -4 212
Total 3'656 103 3'553
Further key figures
Portfolio, premium income and entry benefits (in CHF million) 2023 Veränderung
absolut
Veränderung
in %
2022
Regulatory capital 8'821 123 1.4 8'698
Investments 12'631 787 6.6 11'844
Periodic employee and employer contributions 679.3 10.6 1.6 668.7
Entrance services 764.8 -130.4 -14.6 895.2

Legal DocumentsLegal Documents

*The General Regulation Provisions have been revised and made clearer and more readable. The annexes to the General Regulation Provisions (organization and partial liquidation regulations) are also managed as separate regulations. The numbering in benefit plans issued before 01.01.2020 may therefore differ from the numbering in General Regulation Provisions issued at a later date. In such cases, please refer to the subject sections.

Annual ReportsAnnual Reports

Annual Report 2023 - Servisa Collective Foundation
Annual Report 2022 - Swisscanto Collective Foundation

Board of FoundationBoard of Foundation

Employee Representatives

Claudia Breitenstein | Vizepräsidentin | Rittal AG | Neuenhof

Markus Limacher | InfoGuard AG | Baar

Anita Wegmann-Gafner | Kabelfernsehen Bödeli AG | Unterseen

Martin Winder | VCS Verkehrs-Club der Schweiz | Bern

Employer Representatives

Josef Nietlispach | Präsident | Profilpress AG | Muri AG

Andrea Iltgen | xeit GmbH | Zürich

Stefan Kehrli | Kehrli Schreinerei AG | Meiringen

Heiko Lambach | Sensirion AG | Stäfa

 

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