Fachmann/Fachfrau für Personalvorsorge BP cheat sheet
Fachmann/Fachfrau für Personalvorsorge BP · Keep the key ideas within reach.
Connect Swiss pension rights to the relevant event and legal layer
Separate the second pillar from AHV and private third-pillar saving.
Identify mandatory requirements and actual plan provisions.
Track employment events, vested benefits and supporting documents.
Distinguish withdrawal, pledge, divorce allocation and retirement choices.
Reconcile pension records, accounts and actual money movements
Separate assessment, receivable, cash receipt and allocation.
Reconcile membership, ledger, bank and custody records.
Distinguish investment performance, liquidity and funding.
Use consistent dates, definitions and traceable corrections.
Manage assets in relation to pension obligations and risk capacity
Align strategy with liabilities, cash needs and risk capacity.
Look through product labels to underlying concentrations.
Separate interest-rate, credit, currency and liquidity risks.
Monitor mandates, costs, benchmarks and delegated responsibilities.
Use explicit assumptions and distinguish actuarial concepts
Identify the rate’s role, units and valuation date.
Apply the supplied timing and compounding convention.
Distinguish present value, conversion, expected cost and cash.
Explain assumption changes without claiming unsupported expert authority.
Separate governing responsibility, control and supervision
Distinguish decision, execution, independent control and supervision.
Support meaningful paritary governance and manage conflicts.
Keep auditor and pension-expert roles separate.
Document mandates, controls, exceptions and follow-up.