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.
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.
| 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 | 19,000 | 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 |
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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. |
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