AXA Foundation for Occupational 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 of the AXA Foundation for Occupational Benefits

Performance of the AXA Foundation for Occupational Benefits

Performance of the AXA Foundation for Occupational Benefits

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

Latest news

January 09, 2025
Interest on 2024 retirement assets 
For 2024, insureds’ retirement assets will earn an overall rate of interest of:

  • BVG mandatory benefits 1.75 %
  • Extra-mandatory benefits 3.50 % 

The Board of Trustees is committed to providing attractive occupational benefits for its insureds over the long term. The decision it has made will strengthen the financial security of the Foundation and demonstrates its responsibility to ensure the long-term stability of the foundation.

January 09, 2025
Updating the range of benefits: New options for insureds 
The AXA Foundation for Occupational Benefits is committed to providing occupational benefits that reflect today’s world, taking into account changing social trends and individual needs. The Foundation introduced new options for insureds at the start of 2025. 

With the individual order of beneficiaries, insureds can now decide for themselves who is entitled to what amount of the insured lump-sum death benefits. 

In addition, insureds with extra-mandatory retirement assets of at least 30% will be able to adapt the amount of retirement and partner pensions in line with their individual circumstances when they retire. Insureds can specify their preferred option when they register for retirement. No action is required before then.

September 17, 2024
Successful New Elections
The elections for the new Board of Trustees have been completed. Four of the current Board members stood for reelection for the new term of office from January 1, 2025 until December 31, 2028 and were reelected. The eight-member Board of Trustees has been expanded to include four newly elected members. 

June 2, 2024
Annual Report 2023
The Annual Report 2023 is now available for download in the download section. It includes key facts and figures as well as further information on how business developed last year. 

May 2, 2024
Extended download area
From now on you will find all forms, information sheets, and product information as well as other foundation documents in the extended download area of the Foundation’s website. The “wincoLink Print” form service will be discontinued in fall 2024. Until then, you can continue to call up your documents in the customary way in the current form service.

April 18, 2024
BVG-Services replacing wincoLink customer portal
From mid-April 2024, employers will be able to use the new BVG-Services customer portal on myAXA. BVG-Services replaces the wincoLink corporate customer portal for administrative tasks and the direct accessing of your contract and insured member data. BVG-Services has a completely new design structured around enhanced usability, increased data security, and reliability in system performance. Important to note: Nothing has changed in terms of how the portal is accessed. Employers can log onto myAXA using their customary login details. The pensions portal remains available to insured members on myAXA in the usual way. 

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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