Why worry about your pension provision, when you can rely on the care of UWP!
1.75%Acturial interest rate
5.35%Conversion rate (all-inclusive) declining to 5.2% until 2024
Pension provision at UWP
UWP specializes in the provision and operation of customized pension plans. With our selectable investment strategies and flexible benefit plan choices, optimal retirement solutions can be offered. As an enveloping fund, UWP pays one interest rate on the entire retirement assets of the insured and applies only one conversion rate to the entire retirement capital.
The strategies at a glance
The dynamic investment solution.
|Investment philosophy||«actively managed»|
|Investment volume (in CHF 1,000)||621'910|
|Number of pension funds||384|
|Number of insured members||3'730|
|Average returns 2016-22||3.87%|
Bank Baumann & Cie., Pictet Asset Management SA, Crédit Suisse AG, Trafina AG, Albin Kistler AG
The cautious, balanced investment solution.
|Investment philosophy||«BVG 25» fund|
|Investment volume (in CHF 1,000)||59'274|
|Number of pension funds||46|
|Number of insured members||513|
|Average returns 2016-22||2.30%|
Swisscanto via BKB
The sportier investment solution.
|Investment philosophy||«BVG 40» fund|
|Investment volume (in CHF 1,000)||48'213|
|Number of pension funds||48|
|Number of insured members||114|
|Average returns 2016-22||3.77%|
Swisscanto via BKB
The continuously positive investment solution.
|Investment philosophy||«real estate plus»|
|Investment volume (in CHF 1,000)||125'621|
|Number of pension funds||62|
|Number of insured members||914|
|Average returns 2016-22||2.40%|
J. Safra Sarasin
The bank-specific investment solution.
|Investment philosophy||«like bank- own PF»|
|Investment volume (in CHF 1,000)||14'719|
|Number of pension funds||5|
|Number of insured members||170|
|Average returns 2016-22||0.29%|
The self-determined, individual pension fund solution.
Self-determined, individual pension fund solution: own asset manager, own investment strategy, own real estate with the management service of the UWP Collective Foundation.