English

Key figures and facilities


Livica pension funds design their investment strategy individually according to their risk capacity, based on an ALM study and approved by the Foundation Board. The implementation takes place via Livica's investment modules, whereby external managers and existing investments can also be integrated. There are no centralised assets at foundation level - each strategy remains autonomous.

Here you will find the key financial figures of the Livica Collective Foundation. The data presented includes the balance sheet total, fluctuation reserve, total return, coverage ratio and the number of insured persons and pension recipients. These key figures underline the Foundation's financial stability and performance.

The most important things in brief

Year

12/31/2024

12/31/2023

Total assets

2'335'518

2’233’816

2024

2024

TCHF

TCHF

TCHF

2'233'816

2023

2023

TCHF

TCHF

TCHF

Fluctuation Reserve

191'977

2’233’816

2024

2024

TCHF

TCHF

TCHF

119'472

2023

2023

TCHF

TCHF

TCHF

Total return (consolidated)

7.93

2024

2024

%

%

%

8.97

2023

2023

%

%

%

Return on employer-sponsored pension plans (consolidated)

8.99

2024

2024

%

%

%

7.54

2023

2023

%

%

%

Return Pension Fund Retiree

6.52

2024

2024

%

%

%

10.90

2023

2023

%

%

%

Interest on retirement capital

3.5 % - 10.0

2024

2024

%

%

%

1.0 % - 5.0

2023

2023

%

%

%

LPP minimum interest rate

1.25

2024

2024

%

%

%

1.00

2023

2023

%

%

%

Technical Fundamentals

LPP 2015 Generations

2024

2024

LPP 2015 Generations

2023

2023

Evaluation interest rate employer pension plans

0.00 % - 1.37

2024

2024

%

%

%

0.00 % - 1.59

2023

2023

%

%

%

Evaluation interest rate pension fund retirees

0.35

2024

2024

%

%

%

0.62

2023

2023

%

%

%

Coverage ratio (consolidated)

109.4

2024

2024

%

%

%

105.80

2023

2023

%

%

%

Coverage ratio of employer pension funds

111.0 % - 117.0

2024

2024

%

%

%

106.1 % - 117.1

2023

2023

%

%

%

Coverage Ratio Pension Fund Retirees

103.5

2024

2024

%

%

%

100.60

2023

2023

%

%

%

Retirement capital active insured persons

983'548

2024

2024

TCHF

TCHF

TCHF

983'414

2023

2023

TCHF

TCHF

TCHF

Pension capital for retirees

1'084'226

2024

2024

TCHF

TCHF

TCHF

1'075'770

2023

2023

TCHF

TCHF

TCHF

Technical provisions

38'635

2024

2024

TCHF

TCHF

TCHF

28'322

2023

2023

TCHF

TCHF

TCHF

Regulatory contributions

86'384

2024

2024

TCHF

TCHF

TCHF

83'135

2023

2023

TCHF

TCHF

TCHF

Number of active insured persons

4'114

2024

2024

4'191

2023

2023

Number of retirees

2'183

2024

2024

2'143

2023

2023

Total paid pensions

62'170

2024

2024

TCHF

TCHF

TCHF

61'337

2023

2023

TCHF

TCHF

TCHF

Total paid age/death case capitals

40'082

2024

2024

TCHF

TCHF

TCHF

30'460

2023

2023

TCHF

TCHF

TCHF

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642