Vita Joint Foundation

Vita Joint Foundation at a glance

Key data in brief

The Vita collective foundation was founded in 2003 as a semi-autonomous foundation. With 21,000 affiliated companies from all sectors, it is the largest collective foundation under the umbrella of «Vita - occupational retirement provision». With Vita Classic we offer sustainable solutions in occupational pension provision that can be flexibly adapted to the respective needs.

Coverage ratio & performance

14.02
Assets in CHF billion
31.12.2018
104.8%
Coverage ratio II
30.09.2019
6.37%
Investment Performance
30.09.2019

Annual key indicators

Key indicators as at 31.12. 2018 2017 2016 2015 2014
Number of affiliated employers  21,828  20,897  20,554  19,725  18,950
Number of active members  129,470  125,282  121,373  116,968  115,338
Number of pensioners on own balance sheet  2,912  1,732  931  -  -
Total assets in CHF million  14,021.8  12,971.5  11,828.8  10,769.9  10,280.8
Pension capital – active insured in CHF million  11,011.9  10,186.4  9,673.9  8,904.1  8,317.2
Pension capital – pensioners in CHF million  1,281.9  709.0  363.5  -  -
Underwriting reserves in CHF million  714.7  751.1  555.9  561.7  541.9
Value fluctuation reserve – actual figures in CHF million  0  671.6  466.8
 406.3
 531.5
Value fluctuation reserve – target figure for pension obligations  6%  6%  6%  6%  6%
Coverage ratio I (Art. 44 Abs. 2 BVV2)  100.0%  106.2%  104.4%  104.3%  106.6%
Coverage ratio II  101.9%  108.3%  107.5%  108.2%  111.2%
Average age of active insured  42.0  41.6  41.5  42.7  41.2

Foundation Board

Employers’ representatives

Peter E. Naegeli
President
Adriano Imfeld
Silvia Rose
Beat Brunner
Dr. Marcel Oertig
Peter Philipp

Employee representatives

Tanja Siegenthaler
Vice President
Sergio Dalla Valle
Jean-Pierre Vaucher
Dr. Reto Luthiger
Karin Jans
Petra Arnold Schlüssel

Investment Committee

Adriano Imfeld, President
Dr. Florian Herzog
Sandro Doudin

Markus Leuthard

Organization and Management Committee

Dr. Marcel Oertig, President
Petra Arnold Schlüssel
Tanja Siegenthaler

Dr. Werner Wüthrich

Business Development Committee

Peter E. Naegeli, President
Peter Philipp
Adrian Schmid

Dr. Nicolas Schneider

Audit Committee

Beat Brunner, President
Jean-Pierre Vaucher
Raphael Joos

Mónica Lamas

Secretary of the Foundation Board

Mónica Lamas

Pension actuary

Peter Gubser, Beratungsgesellschaft für die zweite Säule AG

Audit department

PricewaterhouseCoopers AG, Basel

Supervisory body

BVG- und Stiftungsaufsicht des Kantons Zürich (BVS)

Executive Management

The Executive Management of the Vita Joint Foundation is delegated to SST Vita Dienstleistungs AG.

SST Vita Dienstleistungs AG

Management Board

Dr. Nicolas Schneider (CEO)
nicolas.schneider@vita.ch

Dr. Werner Wüthrich (Managing Director, Vita Joint Foundation)
werner.wuethrich@vita.ch

Mónica Lamas (Head Legal & Compliance)
monica.lamas@vita.ch

Markus Leuthard (Head Investment)
markus.leuthard@vita.ch