For more than 10 years, WTW has regularly conducted surveys and studies on occupational benefits topics (BVG). Our core studies are:
- SLI Pension Benchmarking Study (every two years)
- Swiss Pension Finance Watch (quarterly)
SLI Pension Benchmarking Study
Since 2009, and every two years, the study examines the employee benefits of pension plans of SLI companies. The analysis focuses on the structure of the pension plans of each company and the resulting benefits for the employees. All pension plans of the companies (basic and any supplementary plans) are considered in their entirety for the performance comparison, if they have been made available to WTW.
Study Report 2023 (as PDF)
Study Report 2021
Swiss Pension Finance Watch
Swiss Pension Finance Watch reviews quarterly how capital market performance affects pension plan financing in Switzerland. The study is part of the Global Pension Finance Watch from WTW which includes results back to 2000 for major retirement markets worldwide. The results are published quarterly with a focus on linked asset/liability results. It covers pension plans in Brazil, Canada, the Euro-zone, Japan, Switzerland, the U.K. and the U.S.
The impact of capital markets on these pension plans is two-fold:
- Investment performance on fund assets
- Changes in economic assumptions on plan liabilities (as measured by international accounting standards)
WTW’s model defines a benchmark pension plan that is intended to be representative of the pension liabilities and plan assets (including asset mix) that are typically found in each global market. The impact of movements in capital markets on assets and liabilities is combined to produce a Pension Index which reflects the movement in the funding level of the benchmark pension plan.
Press releases 2025
Press releases 2024
