Who we are

The Schweizer KMU Pensionskasse is an independent pension fund based in Wollerau in the canton of Schwyz. It insures the employees of Swiss SMEs and their dependents against the economic consequences of old age, disability and death. Founded in 2020 by Swiss entrepreneurs with the aim of offering a simple and sustainable pension solution, it already has 50 members with around 1,400 insured persons as of the beginning of 2023.

Due to its legal form as a foundation, the Schweizer KMU Pensionskasse has its own legal personality and is therefore independent.
The supreme body is the foundation board, which is responsible for overall management and control.

The following persons take responsibility and ensure an attractive pension scheme for the insured members of the Schweizer KMU Pensionskasse:

Our values

Our values, for which we stand:

Simple – lean administration matched to the needs of insured persons and affiliated companies

Sustainable – our own investment philosophy through investment instead of speculation, as well as our active commitment to prevention and loss minimisation through our own case management of benefit claims

Value-preserving – individual consulting for insured persons and pensioners and a high quality of service

Transparent – simple definition of benefits and contributions, low risk and administration costs

Fair – fair conversion rates and separation of pension capital and capital of active employees