Swiss Life has decided to bundle its expertise in the area of pension fund support and to offer clients solutions from a single source. The company has thus set up a Key Account Management department. In future, clients will benefit from combined insurance and investment expertise. The Swiss Life Investment Foundation will position itself at the heart of the investment portfolio for pension funds.
Swiss Life has been the pensions leader in Switzerland for the last 150 years, thereby building up unique expertise. Swiss Life offers corporate clients ideal solutions for the occupational pension requirements of their staff in line with the company's size and needs. Solutions range from full coverage contracts including all the risks for companies reliant on security, to pure investment and administration solutions for autonomous employee benefits institutions.
The integrated support concept enables Swiss Life to systematically and sustainably target the pension fund market in Switzerland. Clients have one single contact partner (key account manager) to service their needs and can benefit from Swiss Life’s combined insurance and investment expertise, regardless of the solution they chose. The range includes the whole host of market services for pension funds:
- Modular insurance solutions for biometric risks (blanket risk contracts, stop-loss and excess of loss contracts)
- Investment solutions via asset management mandates and collective investments, either on their own or in combination with insurance products
- Asset liability services and expert services, either on their own or in combination with restructuring concepts for pension funds
- Modular administration solutions for pension funds
Sergio Bortolin, Head of the Key Accounts & Partners division and Member of the Executive Board for Switzerland, commented: “By bundling our expertise we aim to more effectively utilise the growth potential in the pension fund market in order to reinforce our leading position in the area of occupational benefits. With our new Key Account Management department, we are now well placed to optimally meet the needs of our clients.”
The integrated support concept enables Swiss Life to systematically and sustainably target the pension fund market in Switzerland. Clients have one single contact partner (key account manager) to service their needs and can benefit from Swiss Life’s combined insurance and investment expertise, regardless of the solution they chose. The range includes the whole host of market services for pension funds:
- Modular insurance solutions for biometric risks (blanket risk contracts, stop-loss and excess of loss contracts)
- Investment solutions via asset management mandates and collective investments, either on their own or in combination with insurance products
- Asset liability services and expert services, either on their own or in combination with restructuring concepts for pension funds
- Modular administration solutions for pension funds
Sergio Bortolin, Head of the Key Accounts & Partners division and Member of the Executive Board for Switzerland, commented: “By bundling our expertise we aim to more effectively utilise the growth potential in the pension fund market in order to reinforce our leading position in the area of occupational benefits. With our new Key Account Management department, we are now well placed to optimally meet the needs of our clients.”