The Valora pension fund is here for you

The Valora pension fund is responsible for providing employee benefits insurance to all insured employees at Valora Holding AG in Switzerland and other affiliated Swiss companies. It provides insurance cover for over 8,000 insured employees and pensioners as well as their dependants and survivors against the financial consequences of old age, disability and death. The competencies and responsibilities of the Valora pension fund are governed by the provisions of the Swiss Federal Law on Occupational Retirement, Survivors' and Disability Pension Plans (BVG) and its ordinance as well as the articles of association and regulations of the Valora pension fund.

Address

Management Office
Valora Pension Fund
Hofackerstrasse 40
4132 Muttenz
Switzerland

+41 61 467 20 20

Contact

Business Manager
Andreas Bühlmann

+41 61 467 36 01

Further information

Frequently asked questions

All important forms and information sheets are included below

Accounting

Summary Report 2019

Valora pension fund (DE)

Rapport sommaire de l‘exercice 2019

Valora pension fund (FR)

Relazione di sintesi dei conti annuali per il 2019

Valora pension fund (IT)

Auditor’s report VPK 2019

Valora pension fund (DE)

Regulations (full versions)

Regulation of pension benefitsnew

valid from 01.01.2021 (DE)

Règlement de prévoyancenew

gültig ab 01.01.2021 (FR)

Regolamento di previdenzanew

gültig ab 01.01.2021 (IT)

Entry

Entry notification

Form for employer (DE)

Formulaire pour emloyeur (FR)

Formulaire pour emloyeur (FR)

Notifica d'entrata

Modulo per i datori di lavoro (IT)

Entry notification

Form for employee (DE)

Formulaire pour employé (FR)

Notifica d'entrata

Formulario per dipendente (IT)

Transfer of vested benefits (DE)

Transfert des prestations de libre passage (FR)

Trasferimento della prestazione di libero passaggio (IT)

Withdrawl

Withdrawal notification

Form for employer (DE)

Déclaration de sortie

Formulaire pour emloyeur (FR)

Notifica d'uscita

Modulo per i datori di lavoro (IT)

Withdrawal form A

Maintenance of pension entitlement (DE)

Formulaire de sortie A

Maintien de la protection de prévoyance (FR)

Modulo d'uscita A

Mantenimento della copertura previdenziale (IT)

Withdrawal form B

Cash payment (DE)

Formulaire de sortie B

Versement en espèces (FR)

Modulo d'uscita B

Pagamento in contanti (IT)

Purchase

Purchase into the pension fund (DE)

Rachat dans la caisse de pension (FR)

Riscatto nella Cassa pensione Valora (IT)

Home ownership

Application for pledging (DE)

Demande de mise en gage

Demande de mise en gage selon l’encouragement à la propriété du logement (FR)

Richiesta per una costituzione in pegno

Richiesta per una costituzione in pegno nell’ambito della promozione della proprietà d’abitazioni (IT)

Application for withdrawal (DE)

Demande de versement anticipé

Demande de versement anticipé selon l’encouragement à la propriété du logement (FR)

Richiesta per un prelievo anticipato

Richiesta per un prelievo anticipato nell’ambito della promozione della proprietà d’abitazioni (IT)

Governance Policy

Governance Policy

Leaflets

Retirement (scheduled and early)

Mise à la retraite

Withdrawal and pledging (DE)

Propriété du logement

Versement anticipé et mise en gage (FR)

Proprietà d‘abitazione

Prelievo anticipato e costituzione in pegno (IT)

Withdrawal from the pension fund (DE)

Sortie de la caisse de pension (FR)

Uscita della cassa pensioni (IT)

Aide-mémoire Examen de santé

Memorandum per la valutazione dello stato di salute

incl. Beneficiary Regulations (DE)

Aide-mémoire Capital-décès

y compris Ordre des bénéficiaires (FR)

Memorandum relativo al capitale in caso di decesso

con regolamentazione dei beneficiari (IT)

Leaflet Purchasing

Aide-mémoire Rachat dans la Caisse de pension

Memorandum per il Riscatto nella Cassa Pensione

Admission information sheet

Aide-mémoire pour les nouveaux adhérents à la caisse de pension Valora

Aide-mémoire pour les nouveaux adhérents à la caisse de pension Valora

Agenturmodell k kiosk

Modèle d'agence k kiosk

Modello agenzia k kiosk

Freiwillige Weiterversicherung

Maintien sur une base volontaire de l’assurance

Continuazione dell'assicurazione volontaria

Retirement

Enclosure 6 – application

Application for retirement capital (basic plan) (DE)

Annexe 6 - Demande

Demande de capital vieillesse (Plan de base) (FR)

Appendice 6 - Richiesta

Domanda di capitale di vecchiaia (Piano di base) (IT)

Death

Notification of death

Form for employer (DE)

Déclaration de décès

Formulaire pour employeur (FR)

Notifica di decesso

Modulo per i datori di lavoro (IT)

Lone parent pension

Form for employer (DE)

Rente pour parent seul

Formulaire pour emloyeur (FR)

Rendita monoparentale

Modulo per i datori di lavoro (IT)

Enclosure 7 – declaration

Distribution of capital in case of death (DE)

Annexe 7 - Déclaration

Répartition du capital-décès (FR)

Appendice 7 - Dichiarazione

Ripartizione del capitale di decesso (IT)

Registration of life partner (DE)

Déclaration de partenaire (FR)

Notifica partner convivente (IT)

Continued insurance

Optional continuing insurance

Registration of optional continuing insurance (DE)

Demande de maintien de l’assurance

Déclaration (FR)

Domanda di continuazione dell'assicurazione

Disability

Form for employer (DE)

Formulaire pour employeur (FR)

Modulo per i datori di lavoro (IT)

Explanations on the insurance certificate

Explanations on the insurance certificatenew

Explanations on the insurance certificate of the basic plan of the Valora Pension Fund (DE)

Explications relatives au certificat de prestations

Explications relatives au certificat de prestations dans le plan de base de la Caisse de pension Valora (FR)

Spiegazioni sul certificato d’assicurazione

Spiegazioni sul certificato d’assicurazione nel piano di base della Cassa Pensioni Valora (IT)

Explanations on performance in the additional plan

Explanatory notes on the performance of the basic plan of the Valora Pension Fund (DE)

Explications relatives au certificat de prestations dans le plan complémentaire

Explications relatives au certificat de prestations dans le plan de base / plan complémentaire de la Caisse de pension Valora (FR)

Spiegazioni sul certificato d’assicurazione nel piano complementare

Spiegazioni sul certificato d’assicurazione nel piano di base / piano complementare della Cassa Pensioni Valora (IT)