AXA Foundation for Supplementary Benefits Key figures and news

Always up to date: Here you will find our key figures as well as the latest news items.

Key figures and performance

Key figures AXA Foundation for Supplementary Benefits

Performance AXA Foundation for Supplementary Benefits

We have put together a summary of the most important facts and figures regarding your occupational benefits coverage and you can find it here.  Help on how to interpret the key figures is available in our blog.

Latest news

January 9, 2025
Interest on 2024 retirement assets
For 2024, insureds will earn 3.0 % interest on their retirement assets overall. This is half a percentage point more than the Foundation’s interest model. The interest earned on pension assets should be viewed over the medium to long term. The average rate of interest from 2019 to 2024 amounted to 3.78 %. By pursuing a strong financial basis for the Foundation, the Board of Trustees is also laying the groundwork for continued attractive interest rates, so that insureds can derive the greatest possible benefit from interest and compound interest over the entire duration that their savings are invested and even in more volatile times. 

December 19, 2024
Individual order of beneficiaries for lump-sum death benefits | Options for retirement and partner pensions 
Sound financial protection is essential for a secure and fulfilling life. People’s needs vary, depending on the individual and their circumstances. The Board of Trustees has therefore decided to introduce new options so that insureds can tailor their pension fund benefits to their own particular requirements more flexibly. With the individual order of beneficiaries, insureds can decide themselves which people are entitled to which amount of the insured lump-sum death benefits. In addition, the new options mean insureds can adapt the amount of their retirement and partner pension in line with their individual circumstances. 

September 17, 2024
Successful New Elections  
The elections for the new Board of Trustees have been completed. The overview shows you who was elected for the term of office from January 1, 2025 until December 31, 2028 and who will represent the interests of the insured members on the Board of Trustees.

April 18, 2024
OPA Services is replacing the wincoLink corporate customer portal that has been in use until now.
The new OPA Services customer portal will be available to employers on myAXA from mid-April 2024. It replaces wincoLink for administrative tasks and the direct accessing of your contract and insured member data. OPA Services is a completely new design structured around enhanced usability, increased data security, and reliability in system performance. What you need to know: Nothing has changed in terms of how the portal is accessed. Employers can continue to log in to myAXA using the customary login details. The pensions portal remains available to insured members on myAXA in the usual way. ​

April 16, 2024
Fairness between generations 
Thanks to the switch from full insurance to a semi-autonomous model, insureds' retirement savings earned an average of 3.93% in interest per year between 2019 and 2023. In order to allow insured members to continue to benefit from interest rates and the compound interest effect in the best way possible, the Board of Trustees has decided to gradually adjust the conversion rate between 2025 and 2027. This helps offset the increasing redistribution from working insureds to pension recipients. The Board of Trustees is committed to providing a fair distribution of funds for all generations. This is why it has decided to introduce a pension participation model together with the first conversion rate adjustment on January 1, 2025. Insureds will benefit from the Foundation's strong performance even after they retire.

April 12, 2024
2024 is an election year for the Board of Trustees 
The current term of office for the Board of Trustees ends on December 31, 2024. Consequently, new elections for the Board of Trustees in corpore are taking place this year for the 2025 to 2028 term of office. Insured members who wish to stand for election to the Board of Trustees may submit their candidatures by May 12. The elections will be held between June 17 and July 17. The affiliated companies have each received a letter detailing how the election process unfolds. These documents can also be viewed at OPA Services on myAXA.

January 22, 2024
The most important information concerning your pension provision at a glance
Get an overview of the key facts and figures for your pension solution for 2024.

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