For further information on pension planning

Follow the debate on the current and future status of occupational benefit schemes, and take a look at our selection of related press articles, publications, and web links. 

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Our positions

Miscellaneous resources

Useful links

 

Operating a Pension Fund

Given their function as a provider of retirement, death, and disability insurance, pension funds have a certain number of processes and operations in common. These three training modules are designed to teach you more about these characteristics.

Below you will a summary of contents for each module. The dates and places listed below are for the French-speaking training modules. To learn more about dates for the German modules in Bern, please revert to the German pages of the Pittet website.

Module 2a

- 05 June 2012 in Geneva

Operation a Pension Fund - Introduction

Objectives

Describe the different options in terms of occupational benefit planning - Famliarise participants with the social, demographic, and political issues pertaining to pension funds - Introduce actuarial concepts - Present the role of the expert and the different bodies within a pension fund - Explain the responsibilities of the members of a foundation board.

Online registration form

Module 2b

- 06 June 2012 in Geneva

Operating a Pension Fund - Advanced

Objectives

Familiarise participants with issues pertaining to the technical management of a pension fund, and the requirements in terms of communications and information conveyed to policyholders - Present the different forms of primacy - Define a strategic allocation using an Asset Liability Management test - Introduce the concept of dynamic analysis as applied to pension funds. 

Online registration form

Module 2c

- 07 June 2012 in Geneva

Introduction to Actuarial Techniques

Objectives

Help participants understand perfectly the role of the actuary and an actuarial study - Introduce the issue of reinsurance and accounting standards - Understand the methods used to calculate the cost of benefits, stocks and SFR.

Online registration form

Useful information and registration

On-line registration form (French)
On-line registration form (German)
Price, general terms and conditions
The complete training programme for Spring 2012 (in French and in German)