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Analysis of the existing occupational pension plan (BVG) – Optimization for security in the future

A well-structured occupational pension plan (BVG) is essential for the financial security of your employees and the stability of your company. With our analysis of your current BVG solution, we identify optimization potential and develop tailored solutions that are future-proof and efficient.

Why a BVG analysis is important

Occupational pension plans (BVG) are a complex system that directly affects both employers and employees. Regularly reviewing your current BVG solution helps you to:

  • Optimize costs: Avoid unnecessarily high premiums or administrative expenses.
  • Improve benefits: Ensure that your employees have optimal coverage.
  • Meet legal requirements: Adapt your pension plan to comply with legal regulations and current developments.
  • Ensure future security: Implement pension solutions that can flexibly respond to changing needs and economic conditions.

Our BVG analysis services

1. Review of the current BVG solution:

We analyze your company’s existing pension plan and assess it in terms of:

  • Cost structure (administrative and risk-related costs)
  • Range of benefits (retirement, disability, and survivors’ benefits)
  • Investment policy and return potential
  • Financial stability and funding ratio

2. Identification of optimization opportunities

Based on the analysis, we highlight ways in which you can:

  • Structure contributions more efficiently,
  • Improve the benefit entitlements of your employees,
  • Reduce administrative costs.

3. Development of a tailore optimization strategy:

We recommend specific measures to adapt your BVG solution to the needs of your company and your workforce.

4. Support with implementation:

We support you in redesigning or optimizing your pension solution and assist you in negotiations with pension funds.

Advantages of an optimized BVG solution

  • Cost efficiency: Reduction of premiums and management costs without compromising on benefits.
  • Employer attractiveness: Improved pension benefits strengthen employee retention and make your company more attractive.
  • Legal certainty: Compliance with all legal requirements within the scope of BVG.
  • Long-term stability: A pension solution that remains flexible and financially stable going forward.

Why partner with us?

  • Independence: We are not tied to any particular provider and offer objective advice.
  • Experience: Our experts know the challenges and possibilities the Swiss pension system offers.
  • Individual solutions: Every recommendation is tailored to the specific requirements of your company.

Contact us for an analysis of your pension solution

Let us support you in designing a future-proof occupational pension plan. With our analysis, you gain a clear overview of your current solution and specific optimization proposals tailored to the requirements of your company.

Request our non-binding advice today!