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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 74,000 employees from over 4,700 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.

2024 unrevised

Performance

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

2024 unrevised

Interest rate

Guaranteed interest rate 2025: 2.00%

Balance sheet total

2024 unrevised

Number of contracts

2024 unrevised

Number of insured persons

2024 unrevised

Number of old-age pensions
Year 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024*
Old-age pensions 4'227 4'585 5'154 5'792 6'256 6'777 7'394 8'009 8'524 9'068 9’623

* unrevised

Number of other pension recipients
Pension recipients 2024* Development 2023
Pensioners' child pensions 236 18 218
Disability pensions 1'512 10 1'502
Disability child pensions 408 -7 415
Spouse's pensions 1'365 52 1'313
Orphans' pensions 210 2 208
Total 3'731 75 3'656

* unrevised

Further key figures
Portfolio, premium income and entry benefits (in CHF million) 2024* Veränderung
absolut
Veränderung
in %
2023
Pension fund capital of active insured persons 9'041 220 2.4 8'821
Pensioners' pension capital 3'007 168 5.9 2'839
Investments 13'575 944 7.4 12'631
Periodic employee and employer contributions 723.8 44.5 6.5 679.3
Entrance services 772.0 7.2 0.9 764.8

* unrevised

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
Annual Report Archive - Servisa Collective Foundation

Board of FoundationBoard of Foundation

Employee Representatives

Claudia Breitenstein | Vizepräsidentin | Rittal AG | Neuenhof

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 AG | Zürich

Stefan Kehrli | Kehrli Schreinerei AG | Meiringen

Heiko Lambach | Sensirion AG | Stäfa

 

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