Occupational Benefits

Our offer

Solutions to meet occupational benefits challenges

Solutions to meet occupational benefits challenges

The collective and individual occupational benefits solutions offered by Edmond de Rothschild (Suisse) S.A. provide large companies, small and medium-sized businesses and executives with flexible, customised management of their occupational benefits obligations.

Key points

  • Helping occupational benefits institutions and companies meet the new challenges of the second pillar

    Recent changes to the regulatory framework of the Swiss Occupational Benefits Act (LPP in French) have made occupational pension fund management more complex.

    • The LPP provisions on governance and transparency which took effect under the Structural Reform led to changes in approach.
    • The concept of derisking is impacting all occupational benefits players.
    • Prévoyance 2020, the overall reform project of the Swiss social security system, is a new challenge for the second pillar.                                                                 
    • Result: additional operating costs which impact SMEs in particular.

    A significant structural change is also under way among occupational benefits providers. The number of pension funds fell from over 3,000 in 2004 to 1,957 in 2013. The number of policyholders grew by +30% over the same period.

    Needs created:

    • SMEs have to manage the additional costs to remain competitive.
    • They must continue to provide a transparent, attractive and flexible occupational pension scheme to attract and retain the best employees.
  • Flexible and innovative occupational benefits solutions for employers

    • ​A complete collective solution within the framework of mandatory occupational benefits affiliation
    • An individual solution within the framework of an additional voluntary  contributions plan ("Bel étage" - executives fund)
    • Semi-autonomous pension fund
    • Choice of the best Edmond de Rothschild occupational benefits service providers
    • Deployment of a basic LPP compulsory occupational pension plan
    • Vested benefits solutions.
  • Personalised follow-up of employees affiliated with Edmond de Rothschild's partner foundations

    • ​Individual follow-up for policyholders with a private banker from a Wealth Management perspective
    • Tax planning
    • Advice on LPP pension buybacks
    • Free choice of investment strategy (executives)
    • Vested benefits account with tailored management

Our difference

Edmond de Rothschild: High-level expertise with a prestigious name

  • Many years of acknowledged expertise
  • Meticulous, top-notch partners and service providers
  • Flexible and innovative solutions
  • Transparent pricing
  • Full-service provider recognised by peers
  • Our renowned brand


Executive benefits

Advantages of the flexible management
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Vested benefits

Bespoke management of your retirement assets
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OPP2 siam strategies

Portfolio Management under OPP2 siam restrictions
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The third seminar of occupational benefits

Challenges, opportunities and best practices
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Collective solution

A collective solution with a semi-autonomous pension fund
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Our team

  • M_Maradan

    Mathias Maradan

    Portfolio Manager OPP2
  • JC_Hauri

    Jean-Christian Hauri

    Assistant Head, SME and institutional investor relations
  • david-heuer

    David Heuer

    SME and institutional investor relations
  • marks-phillips

    Mark Phillips

    SME and institutional investor relations