Your pension fund
Would you like to find out more about the Patrimonia Foundation? Learn how it is organised, who the people are who make it work? Discover its values?
Explanation of the pension statement
The insured members of the Patrimonia Foundation receive their annual pension statement at the beginning of each year. This document shows the value of the insured member’s pension pot and includes a forecast of his/her benefit entitlements. Its various headings require an explanation.
Occupational pension
The ASIP (Swiss Pension Fund Association) website has devoted a complete section to explaining occupational pensions.
Forms, regulations and documentation
All our forms, regulations and documents are freely accessible on our website.
News
Discover our latest news and events, and keep in contact with us by subscribing to our e-newsletter.
Request access to the Web Portal
The Web Portal enables quick, easy access to all your pension documents, and enables some transactions to be performed online.
Request a quotation
Would you like to know how we can help you? Our team is at your disposal to promptly send you a quotation.
Request a partnership agreement
Are you a prospective partner who would like to find out more about our way of working? Discover how we can build a trust-based relationship by requesting our partnership agreement.
Web Portal, your online access
Access your data directly and easily with our digital tools
“Web Portal”, our secure online service gives you a modern tool to facilitate the management of your occupational pension. Discover our various services below and access to the relevant portals.
WEB Portal insured member
As an insured member, you can access your pension pot and personal documents at any time. Moreover, you can also run simulations such as retirement, purchases, encouragement of home ownership. This web access is provided automatically with your first pension statement.
WEB PORTAL Employer
The employer portal enables you to run simulations, prepare documents and send change requests (data input, data output, salary adjustment, activity rate, etc.), view your current account and your invoices from your workstation at any time.
Are you unable to find what you are looking for?
Our team of professionals is at your service, please contact us if you have any questions. We would be pleased to assist you.