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.

Monthly key indicators

Current key figures and an overview of the development over the past years can be found here:

Monthly development, performance and coverage ratio

Annual key indicators

Key indicators as at 31.12. 2017 1) 2016
2014 2013
Total affiliated employers  20,897  20,554  19,725  18,950 18,189
Total active members  125,282  121,373  116,968  115,338 114,881
Total retirees  1,732  931  -  -  -
Total assets in CHF Mio.  12,971.5  11,828.8  10,769.9  10,280.8 9,475.0
Pension capital of active insured in CHF Mio.  10,186.4  9,673.9  8,904.1  8,317.2 8,180.1
Pension capital – pensioners in CHF million  709.0  363.5  -  -  -
Technical reserves in CHF Mio.  751,1  555.9  561.7  541.9  121.3
Fluctuation reserves - Existing reserves in CHF Mio.  n.a.  466.8
 531.5  518.6
Fluctuation reserve - Target amount for pension obligations  6%  6%  6%  6%  12%
Coverage ratio calculated according to the new pension model (Art. 44 Abs. 2 BVV2)  106.2%  104.4%  104.3%  106.6%  -
Coverage ratio  108.3%  107.5%  108.2%  111.2%  106.2%
Average age of active insured  41.6  41.5  42.7  41.2 41.1 

1) Provisional figures before audit, subject to correction.

Foundation Board

Employers’ representatives

Peter E. Naegeli
Adriano Imfeld
Heinz Bossert
Beat Brunner
Dr. Marcel Oertig
Peter Philipp

Employee representatives

Tanja Siegenthaler
Vice President
Sergio Dalla Valle
Christian Germanier
Jean-Pierre Vaucher
Dr. Reto Luthiger

Investment Committee

Sandro Doudin
Prof. Dr. Thorsten Hens, President
Dr. Florian Herzog
Adriano Imfeld

Markus Leuthard

Organization and Management Committee

Heinz Bossert
Dr. Marcel Oertig, President
Tanja Siegenthaler

Dr. Werner Wüthrich

Business Development Committee

Moreno Ardia
Peter E. Naegeli, President
Peter Philipp

Dr. Nicolas Schneider

Audit Committee

Beat Brunner, President
Sergio Dalla Valle
Jean-Pierre Vaucher

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

Nicolas Schneider (CEO)

Werner Wüthrich (Managing Director, Vita Joint Foundation)

Mónica Lamas (Head Legal & Compliance)

Markus Leuthard (Head Investment)