Occupational pension documents
Here you will find all relevant documentation relating to your occupational welfare provision
Forms for employees - PDF
Notification form - Unpaid leave pdf - 47 KB Notification Transfer portable benefit Perspectiva pdf - 79 KB Notification Transfer portable benefit pdf - 79 KB Voluntary contribution to the pension fund pdf - 95 KB Form voluntary contribution Baloise Perspectiva Collective Foundation BVG pdf - 60 KB
Forms for employees - Online

 
For employers - PDF
Declaration and confirmation of the Fund’s elected Board of Trustees pdf - 40 KB Application for insurance in occupational pensions pdf - 81 KB Withdrawal from Service Form pdf - 71 KB Death report pdf - 529 KB Declaration of disability pdf - 65 KB Application for the use o the online services pdf - 39 KB
For employers - Online
Portable benefits policy
Application for payout – portable benefits policy pdf - 81 KB
General information
Information for employees
Information for employers
Operating statement of Group Life Switzerland
Operating Statement BVG 2025 xlsx - 179 KB Media information Operating statement BVG 2025 pdf - 152 KB Operating Statement BVG 2024 xlsx - 182 KB Media information Operating statement BVG 2024 pdf - 133 KB Operating Statement BVG 2023 xlsx - 178 KB Media information Operating statement BVG 2023 pdf - 115 KB Operating Statement BVG 2022 xlsx - 176 KB Medienmitteilung Betriebsrechnung BVG 2022 pdf - 86 KB Betriebsrechnung BVG 2021 xlsx - 181 KB Medienmitteilung Betriebsrechnung BVG 2021 pdf - 86 KB
Legal documents
Pension Regulations pdf - 175 KB General Terms and Conditions pdf - 75 KB General Investment Regulations pdf - 82 KB Investment Regulations with independently invested assets pdf - 89 KB Regulations on the Formation of Provisions and Reserves pdf - 93 KB Schedule of Costs for Extraordinary Expenses and Services pdf - 68 KB Regulations on the Partial and Total Liquidation pdf - 113 KB Organisation Regulations pdf - 114 KB Election Regulations pdf - 67 KB Articles of Association pdf - 67 KB Supplementary Regulations "Continued insurance pursuant to Art. 47a" pdf - 65 KB
Pension Regulations pdf - 176 KB General Terms and Conditions pdf - 72 KB Investment Regulations pdf - 52 KB Organisation Regulations pdf - 120 KB Schedule of Costs for Extraordinary Expenses and Services pdf - 56 KB Regulations on Partial Liquidation pdf - 66 KB Election Regulations pdf - 64 KB Statutes pdf - 54 KB Supplementary Regulations "Continued insurance pursuant to Art. 47a" pdf - 67 KB
Pension Regulations pdf - 135 KB General Terms and Conditions pdf - 70 KB Organisation Regulations pdf - 97 KB Investment Regulations pdf - 51 KB Election Regulations pdf - 55 KB Regulations on Partial Liquidation pdf - 67 KB Schedule of Costs for Extraordinary Expenses and Services pdf - 56 KB Articles of Association pdf - 67 KB
Portable benefits policy pdf - 98 KB
Sustainability Reporting
ESG Reporting Baloise Perspectiva Collective Foundation BVG

With its latest ESG reporting, the Baloise Perspectiva Collective Foundation BVG has reached an important milestone in its sustainability reporting. For the first time, our reporting fully complies with the requirements of the ESG reporting standard for pension funds issued by the Swiss Pension Fund Association (ASIP). As a result, our ESG reporting is now compliant with the ASIP standard. This means that clear key performance indicators relating to the environment, social issues and corporate governance are disclosed, ensuring even greater transparency regarding the ESG aspects of our investments. The reports are updated once a year as at 31 December.
Reporting 2025 based on the ASIP standard pdf - 530 KB
Good to know
Making your pension information simpler and easier to understand

We have revised one term in order to present the information to you more clearly:

Current New
Fund regulations
  • Pension plan


The new term will be introduced gradually and is already included in some documents. During the transition period, both the previous and the new term may appear in the foundation’s documents.

Both terms are legally equivalent.
Find out more
Find out more
Useful links
https://www.ahv-iv.ch/en/ https://www.bsv.admin.ch/en/ https://www.finma.ch/en https://www.svv.ch/en https://www.insurope.com/ https://www.fedlex.admin.ch/en/cc