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 23,500 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.

Coverage ratio & performance

19.01
Assets in CHF billion
31.12.2021
100.8%
Coverage ratio
31.10.2022
-10.00%
Investment Performance
31.10.2022

Annual key indicators

Key indicators as at 31.12. 2021 2020 2019 2018 2017
Number of affiliated employers 23,628 22,927 22,583 21,828 20,897
Number of active members 142,493 138,654 141,385 129,470 125,282
Number of pensioners on own balance sheet 5,827 5,013 4,010 2,912 1,732
Total assets in CHF million 19,014 17,173 16,247 13,787 12,971.5
Pension capital – active insured in CHF million 12,792.0 12,331.3 12,312.8 11,011.9 10,186.4
Pension capital – pensioners in CHF million 2,397.7 2,157.0 1,772.2 1,281.9 709.0
Underwriting reserves in CHF million 784.0 794.5 818.9 714.7 751.1
Value fluctuation reserve – actual figures in CHF million 1,916.8 917.0 645.6 0.0 671.6
Value fluctuation reserve – target figure for pension obligations 12% 6% 6% 6% 6%
Coverage ratio1) 115.0% 108.5% 105.2% 101.9% 108.3%
Average age of active insured 42.2 42.1 42.0 42.0 41.6
1) The cover ratio for the years 2017 to 2020 corresponds to the previous cover ratio II without taking the pension model into account.

Foundation Board

Employers’ representatives

Dr. Marcel Oertig
President
Silvia Rose
Peter Philipp
Claudia Zollinger

Employee representatives

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

Investment Commission

Michael Christen (Präsident)
Petra Arnold Schlüssel 
Michael Biber
Dr. Florian Herzog
Markus Leuthard 

Business Development Committee

Peter Philipp (Präsident)
Joe Bättig
Toni Di Menna
Dr. Marcel Oertig
Adrian Schmid 

Audit Committee

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

Secretary of the Foundation Board

Mónica Lamas

Pension actuary

Roland Schorr, Keller Experten AG, Frauenfeld

Audit department

PricewaterhouseCoopers AG, Basel

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

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

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

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

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