Vita BVG Collective Foundation at a glance

Key data in brief

The BVG Collective Foundation of Zurich Life Insurance Company Ltd was founded on September 30, 1967.

Coinciding with the change of name to Vita Collective Foundation BVG, the Foundation has introduced Vita Relax, a comprehensive insurance solution for mandatory occupational retirement provision that is geared toward companies requiring a higher level of security. Consequently, the solution is particularly suitable for start-ups. The pension funds' assets are invested and fully reinsured by Zurich. Vita Relax customers enjoy 100 percent capital protection and can count on a fixed interest rate and performance-based returns.

Vita Relax highlights

100%

capital protection

262%

Swiss Solvency Test (SST)

Zurich's ratio as of January 1, 2025

active affiliations

as of December 31, 2024

Annual key indicators

Key figures as of December 31	2024	2023	2022	2021	2020
Number of active members	132
Pension capital of active insured in CHF m	3
Interest on mandatory retirement assets	1.25%
Interest on super-mandatory retirement assets	0.75%
With the Vita Relax interest model, employees benefit from a retirement provision solution that is easy to understand. Employees enjoy guaranteed interest on their pension savings as well as possible interest and risk surpluses. Top priority is given to the security of pension capital. This is why the pension funds' assets are 100 percent protected by the financially strong Zurich Life Insurance Company Ltd, thanks to a capital guarantee provided by the tied assets and regularly reviewed by the Swiss Financial Market Supervisory Authority FINMA. In addition, Zurich guarantees interest on the pension savings at an annually fixed interest rate. Interest and risk surpluses also benefit the pension fund.

Foundation Board

Employers’ representatives

Fridolin Eberle

President
elected until May 2029

Sven Märki

elected until May 2029

Employee representatives

Michael Brendle

Vice President
elected until May 2029

Reto Menzi

elected until May 2029

Secretary of the Foundation Board

Livia Bernet

Executive Management

The Executive Management manages the operative business of Vita BVG Collective Foundation and is responsible for the execution of the Foundation Board’s resolutions and the tasks entrusted to it.

Manuel Gerhard (Managing Director)
manuel.gerhard@zurich.ch