“What isn't accumulated is lost.”

The QUALIPENSION Circle

QUALIPENSION is a circle of experts in occupational pensions who share their knowledge to help you unlock the untapped potential of your Swiss 2nd pillar.

Our vision

Pension excellence, accessible to all.

Every insured member deserves a pension that performs well and operates transparently. We want to democratise access to expertise so that everyone can optimise their financial future.

Our mission

Unlock the potential of your pension.

We support institutions and insured members in analysing, understanding and optimising their occupational pension. We turn complexity into clarity, and potential into performance.

Our values

Independence

A neutral, objective view — we don't sell financial products.

Performance

Every franc counts. We optimise your pension.

Democratisation

Making pension expertise accessible to all.

Support

Practical, personalised guidance.

The reality

Too much potential goes untapped.

The Swiss occupational pension system is critical to your financial security, yet much of its potential goes unrealised — held back by complexity, a lack of transparency and the difficulty of comparing performance.

This is where QUALIPENSION comes in, with its proprietary methods: POME to structure analysis and MESI to measure efficiency.

The impact

On an average Swiss annual salary of CHF 90'720 — an insured salary of CHF 64'260 once the coordination deduction of CHF 26'460 is applied — a 3% difference in the performance of your pension can mean up to:

CHF 350'000

less at retirement.

What isn't accumulated is lost.

Powered by Fundo SA

The QUALIPENSION circle is powered by Fundo SA, a team of financial engineers with over 20 years of experience.

We provide the analytical tools, facilitate exchanges within the circle and ensure the quality of the information shared.

We are independent and do not sell financial products.

20+
years of experience
100+
institutions analysed
CHF 50bn
in assets analysed
POME
proprietary method

Testimonials

Trusted by leading Swiss companies

Past events

Presentations from our past events

Join the QUALIPENSION circle

Take the first step: assess the quality of your occupational pension for free with our online questionnaire.