Swiss Life Pension Services

The high-quality products and services offered by SLPS cover all the needs of employee benefits institutions. As a full-service provider of management and outsourcing services (management, technical and commercial administration, securities accounting, investment controlling and reporting, check-ups), SLPS offers a range of tailor-made services. Through its collaboration with its subsidiary aXenta AG, SLPS can offer state-of-the-art software solutions tailored to the needs of employee benefits institutions. SLPS also provides support in relation to financial reporting in accordance with local and international standards (IFRS/US GAAP). In addition, SLPS offers a wide range of additional services, such as communication concepts, governance studies, legal advice, training, actuarial calculations, risk analyses and reinsurance concepts, which are provided as necessary. Employee benefits institutions benefit from cost advantages and synergy effects thanks to the bundling of services and efficient processes.

Our offering:

Together with aXenta AG, we provide consulting, administrative, and IT services for pension funds in the area of ​​occupational pensions. Together, we analyze your needs and support you in implementing customized solutions. We tailor our services to your specific needs. You decide which tasks you want to handle yourself and which you want to entrust to us. You can obtain the following services from SLPS at fair conditions:

Management

We manage your pension fund for you, administer it in accordance with current guidelines and regulations, and provide, among other things, the following services:

• Organization of Board of Trustees meetings
• Implementation of the Board of Trustees' strategic decisions
• Support of the Board of Trustees in its activities and decision-making
• Coordination and provision of information to the foundation's partners (supervisory authorities, auditors, pension fund experts, asset managers, etc.)
• Organization and coordination of the financial statements
• Preparation of the annual management report
• Organization of renewal and replacement elections to the Board of Trustees

Technical Administration

As part of our "Technical Administration" services, we provide, among other things, the following services:

• Technical accounting (lump sums, purchases, early withdrawals, pledges, etc.)
• Simulation calculations
• Data delivery and data extraction
• Review, recording, and payment of benefit claims
• Review, calculation, and implementation of Inflation adjustments
• Year-end processing and salary changes
• Maintenance of technical accounts for insured members and pensioners
• Various additional services such as electronic historiography of changes, personal information, and pension fund statistics
• Contribution collection

Commercial administration

Commercial administration includes, in particular, the following services:

• Maintenance of the foundation's accounting in accordance with legal guidelines
• Preparation of the annual financial statements, including the balance sheet, operating statement, and appendix
• Presentation of the annual financial statements at the Board of Trustees meeting

Local and international accounting

The preparation of calculations and expert opinions in accordance with IFRS (IAS 19), US GAAP (ASC 715-30), and Swiss GAAP FER 16 & 26 are among our core competencies. Expert specialists will discuss the actuarial and economic assumptions, the calculation results, and their accounting effects with you.

Investment Services

• Securities accounting: We manage securities accounting, recording all transactions across all portfolios, and handle the reclaiming of any withholding tax deductions.
• Investment controlling: You know what's happening in the financial markets and can track the development of your portfolio (consolidated, per mandate, per asset class, or per fund). This provides you with more timely information on the financial situation of your pension fund, as well as a comparison of investments and performance with other pension funds.
• Investment reporting: We provide you with a consolidated overview of individual investments and show you short- and long-term performance trends. We identify any violations of investment guidelines and provide you with an overview of potential risks inherent in the funds. We use the same system for preparing the reports as for securities accounting. This ensures that there are no valuation discrepancies between the reporting and the securities accounting.

Modern management software from aXenta AG

Every pension fund has its own unique characteristics and specialties. Therefore, the xPlan pension fund software can be flexibly and individually expanded thanks to its modular structure. The basic functionalities integrated into xPlan and a large number of additional modules provide a decisive advantage for the efficient management of pension funds.

Additional services

We offer numerous other customized solutions: the provision of various foundation documents such as investment, organizational, or pension regulations; support in the implementation of partial or total liquidations; advice on all legal questions and issues; training for foundation boards and employees working in occupational pensions according to your needs. We offer numerous other services at fair conditions.

Do not hesitate to contact us.

We are happy to assist you.