BVG Exchange – facilitating the exchange of data in the second pillar
Heaps of paperwork involving departure data? – There is an easier way: with the BVG Exchange digital platform, affiliation data of insured persons is transferred between occupational benefits institutions and vested benefits institutions in a standardised manner. Free of charge.
Swiss pension funds and 2nd pillar insurers – more than 1'300 institutions in total – exchange data with each other thousands of times a day: employees change jobs, leave occupational benefits institutions and join new funds.
These exchanges still usually take place by post. The manual transfer of data to the new administration system is time-consuming, prone to errors and harbours security vulnerabilities. The administrative workload and asset management expenses are high.
The solution is digitisation. The Substitute Occupational Benefit Institution manages 1.5 million vested benefits accounts, which is why the automation and standardisation of the exchange of data is particularly important to us. Since 2012, we have been operating the BVG Exchange platform, which we developed ourselves, for digitally exchanging vested benefits of insured persons, and we invite all interested occupational benefits institutions to join it free of charge.
The more institutions use BVG Exchange and thus jointly define an industry standard, the simpler, more efficient, cheaper and more secure it will be to exchange data with each other – to the benefit of the insured persons.
A single platform instead of numerous interfaces
Our Services
The transfer of data – digitally, quickly, securely and free of charge – has been standard practice for years. In addition, the BVG Exchange team is continuously developing the offer on an ongoing basis and adapts it to the needs of pension providers, so that they can administer the retirement savings capital of their insured persons even more efficiently.
Departures and admissions: the new pension fund of departed employees is found automatically – since July 2024.
Intense exchange of data via BVG Exchange
These occupational benefits institutions are currently affiliated with BVG Exchange and manage the data of their insured persons electronically. List
Occupational benefits institutions
401
Number of transfers
1070871
154807
11757
The Substitute Occupational Benefit Institution as the initiator
As a non-profit organisation, we insure on behalf of the federal government all employers and individuals who wish to join the mandatory occupational benefits scheme. Over 1.5 million clients have a vested benefits account with us. As a neutral partner, we deal with practically all institutions involved in occupational benefits. This makes it all the more important to us to professionalise and standardise the administration and exchange of insured persons’ data. That is why we launched BVG Exchange in 2012..
The Concept
How does BVG Exchange work?
Specifications and connection
BVG Exchange Transfer
BVG Exchange Match
BVG Exchange Payment Validation
Legal documents
Terms and Conditions of Use
User agreement
Questions and answers
Technical issues
General questions
BVG Exchange Transfer
BVG Exchange Match
BVG Exchange Payment Validation
Legal issues
All services