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Service

Pension Brokerage

Advice and support for the optimal selection of pension plan designs and providers in the management of occupational pension plans, especially for the mid-market.

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Employees and their employers have high expectations of the quality of their pension solution - and that's a good thing! We support our mid-sized clients without own pension funds in selecting the ideal partner, in the implementation, management, harmonization requirements and finally during modernization projects of their pension solution. Through on-going support, we can seamlessly integrate your organization and thus become a trusted partner for all occupational benefit matters and related challenges. The right level of communication with a collaboration based on trust are key factors for success.

Goal of pension brokerage services

WTW provides your company with dedicated support in all aspects of insurance management for occupational benefits and personal insurances. Our core competencies are based on efficient governance planning and strong management of short and long-term projects, as well as on-going support to your company and directly to its employees.

Our experience shows that our clients appreciate our local expertise supplemented by our international knowledge and our transparent commission approach.

Core elements of pension brokerage

In addition to our conventional brokerage services, our dedicated pension brokerage team also provides extensive consulting solutions.

  • Analysis and control of insurance and reinsurance solutions
  • Benchmarking (qualitative and quantitative)
  • Strategic advice and design support for companies
  • Support during transfers, mergers and acquisitions
  • Analysis and implementation of complex benefits structure
  • Ongoing optimization of existing contracts, conditions and coordination with other social security systems
  • Optimization of conditions thanks to our negotiation skills and comparisons with the market and peers
  • Create and/or review bespoke employee communication approaches
  • Training for companies and employees in the field of Swiss Social Security
  • Direct support for your company and your employees
  • Control and review of documents, invoices and statements
  • Management and dedicated support with related pension authorities
  • Assistance in complex insurance cases
  • Extraction of data for actuarial valuations (IAS, and US GAAP)
  • Management of re-insurance contracts for pension funds

Why WTW?

We combine our industry-leading database on occupational pension benefits in Switzerland, our knowledge of recent market trends and state-of-the-art technology to provide a clear and understandable image of your pension solution. We can help you identify any elements in your pension programs that may not meet the latest market standards and advise you on what action to take. This allows you to make the best decision for your company and your employees based on the latest market data and ideas.

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