We would also be happy to assist you and your employees with all matters related to private pensions or insurance cover for your household contents. Private individuals benefit under our Allianz Plus bonus programme from exclusive advantages and discounts from us and our partners – starting from the first contract. We offer additional services especially for families that make everyday family life easier.
Providing for the future together in pillar 2.
Important documents and useful information for employers.
Welcome to the pension fund solutions of Allianz.
As your partner, we assist and support you in all matters related to pensions – with helpful services, the right documents and useful information about insurance cover for your employees and yourself.
How can we help you?
Which topic are you interested in?
Your partner for your everyday insurance needs
All about your contract
From general terms and conditions to interest rates: here you will find all the information you need and a whole host of useful documents related to your contract.
Important documents
- General Terms and Conditions of the BVG Portal (information sheet)
- Registration for the BVG Portal (form)
- Contribution payments (information sheet)
- Pension Commission election record (form)
- Sample termination notice BVG: switching pension fund (form)
- Sample letter BVG: reduction of notice period (form)
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GOOD TO KNOW
In our BVG portal, you can easily and conveniently query contract data, process entries and departures and do much more.
Report your company’s payroll data to us electronically – directly from your payroll software (ERP).
Admission to the pension fund
When new employees join your company, there are many changes to process – including, in most cases, a change of pension fund. We help you to organise this transition smoothly. Together, we ensure that your new employee's pension coverage is maintained without any gaps at your company, too.
Important documents
- Registration process for occupational pensions (information sheet)
- Registration for group insurance – existing contracts (enter details conveniently in the BVG portal)
- Registration for group insurance – existing contracts (form)
- Registration for group insurance – new contracts (form)
- Change notification (enter details conveniently in the BVG portal)
- Change notification (form)
- Application and health questions (form)
- Option to choose between pension plans (optional plans) (information sheet)
- How to download your pension certificate (information sheet)
- How to read your pension certificate (information sheet)
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GOOD TO KNOW
Employees usually have many questions about their pension coverage. A free staff information event run by our experts creates clarity – and enhances employees' trust in your company.
Part-time work, sabbaticals and departures
Whether they are switching to part-time work, taking a sabbatical or leaving the company – there are many different ways in which your employees' job situations can change. Find out everything you need to know here.
Important documents
- Change notification (enter details conveniently in the BVG portal)
- Change notification (form)
- Notification of unpaid leave (enter details conveniently in the BVG portal)
- Notification of unpaid leave (form)
- Departure notification (enter details conveniently in the BVG portal)
- Departure notification (form)
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GOOD TO KNOW
Enter your change and departure notifications quickly and easily now – in the Allianz Suisse BVG portal.
Unforeseen events
The incapacity or death of an employee can pose major challenges. In such cases, it is essential to take the correct action in order to manage both the financial and the organisational consequences. We support you in these situations with comprehensive advice and assistance.
Important documents
GOOD TO KNOW
You can now report incapacity to work quickly and easily via our BVG portal (linkt to German page). The digital reporting procedure guides you through the process in just a few steps and saves both time and administrative work.
Retirement
Pension or lump sum? The issue of retirement raises many questions. We will be happy to assist you and your employees with tailored advice.
Important documents
- Flexible retirement (information sheet)
- Early retirement under the FAR/VRM models (information sheet)
- Departure notification and registration for early retirement (form)
- Declaration of consent for the maintenance of pension cover (form FOR EMPLOYERS)
- Maintenance of pension cover after normal retirement age (form FOR EMPLOYEES)
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Frequently asked questions
You can find all the relevant figures – including interest rates – in our key BVG figures and our annual BVG News publication.
You need the insured person's personal data (surname, first name, address, AHV number, date of birth, marital status), their annual salary (monthly salary extrapolated to 12 months) and details of their capacity for work.
Quickly and easily in the BVG portal. After registration, you can make changes yourself in the portal.
Alternatively, you can do so via the change form under "Part-time work, sabbaticals and departures" or "Unforeseen events".
Incapacity for work can now be reported directly and entirely digitally via the BVG portal (link to German page). The previous paper-based notification process is no longer required. A benefit claim can be entered and submitted with just a few details. The digital benefit claim notification procedure is simpler and enables faster processing. At the same time, the administrative burden is reduced for all involved and case management becomes more efficient.
The conditions and processes for assessing and handling benefit claims remain unchanged. The requirements for reporting incapacity for work also remain in force. To process notifications, we still require the following information:
- The date on which the incapacity for work commenced
- The name and benefit claim number of the health or accident insurer
- Confirmation of the correctly reported salary
Log into the portal (link to German page) and select “Report incapacity for work” ("Arbeitsunfähigkeit melden"). Enter the required information and complete the process. No further steps are required. We will request the required power of attorney directly from the insured person so that we can process the case as quickly as possible.
You should report new salary details annually. All other changes, such as entries, departures and changes to insured persons' details, should always be reported straight away.
The staff of our service centre will be happy to assist you in person – simply call 058 358 04 00 or e-mail kl-servicecenter@allianz-suisse.ch.