Vita Collective Foundation

Vita Collective Foundation at a glance

Key data in brief

The Vita Collective Foundation was founded in 2003 as a semi-autonomous foundation. With over 24,500 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.

Vita Collective Foundation celebrates 20 years

The Collective Foundation will be celebrating its twentieth anniversary in 2023. As one of Switzerland’s largest pension institutions, we are committed to ensuring that each generation gets the benefit of a secure and fairly structured occupational pension system. Looking back, we take note of key milestones in our organization’s history, including the impact investments made to create housing and living areas for a carefree old age, the launch of our online pension calculator and the creation of a transparent investment return participation model.

History SST Vita

Coverage ratio & performance

19.2
Assets in CHF billion
31.12.2023
107.6%
Coverage ratio
31.05.2024
3.7%
Investment Performance
31.05.2024

Annual key indicators

Key indicators as at 31.12. 2023* 2022 2021 2020 2019
Number of affiliated employers 27,133 24,916 23,628 22,927 22,583
Number of active members 149,738 148,657 142,493 138,654 141,385
Number of pensioners on own balance sheet 7,508 6,676 5,827 5,013 4,010
Total assets in CHF million 19,237 17,947 19,014 17,173 16,247
Pension capital – active insured in CHF million 13,979.8 13,650.7 12,792.0 12,331.3 12,312.8
Pension capital – pensioners in CHF million 2,949.5 2,682.3 2,397.7 2,157.0 1,772.2
Underwriting reserves in CHF million 746.2 760.2 784.0 794.5 818.9
Value fluctuation reserve – actual figures in CHF million n/a 93.4 1,916.8 917.0 645.6
Value fluctuation reserve – target figure for pension obligations 12% 12% 12% 6% 6%
Coverage ratio1) 104.7% 100.5% 115.0% 108.5% 105.2%
Average age of active insured n/a 42.1 42.2 42.1 42.0

1) The cover ratio for the years 2018 to 2020 corresponds to the previous cover ratio II without taking the pension model into account.

*Provisional figures before audit and approval by the Foundation Board, without our liability.

Foundation Board

Employers’ representatives

Dr. Marcel Oertig
President
Silvia Rose
Stefan Wyss
Claudia Zollinger

Employee representatives

Petra Arnold Schlüssel
Vice President
Dr. Alexandra S. Rieben
Maja Lütschg
Daniel Gianelli

Investment Commission

Sandro Doudin (President)
Petra Arnold Schlüssel 
Michael Biber
Dr. Florian Herzog
Markus Leuthard 

Business Development Committee

Stefan Wyss (President)
Joe Bättig
Dr. Marcel Oertig 
Adrian Schmid 
Toni Di Menna

Audit Committee

Maja Lütschg (President)
Peter J. Müller 
Uwe Müller-Gauss
Mónica Lamas

Secretary of the Foundation Board

Mónica Lamas

Pension actuary

Keller Experten AG, Roland Schorr, responsible pension actuary

Audit department

PricewaterhouseCoopers AG, Johann Sommer, lead auditor

Supervisory body

BVG- und Stiftungsaufsicht des Kantons Zürich (BVS)

Executive Management

The Executive Management of the Vita Collective Foundation has been delegated to SST Vita Dienstleistungs AG – a management company whose processes and controls are certified according to the ISAE-3000 standard. As a result, the Vita Collective Foundation is one of the pioneers of responsible corporate governance for occupational retirement provisions. 

SST Vita Dienstleistungs AG

Management Board 

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

Rolf Wehrli (CEO SST Vita Dienstleistungs AG)
rolf.wehrli@vita.ch

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

Markus Leuthard (Chief Investment Officer)
markus.leuthard@vita.ch

Toni Di Menna (Head Business Development)
toni.dimenna@vita.ch