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Factsheet with task

Occupational pension

Accumulating assets to maintain standard of living in old age.

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Published on 22.01.2024

Type of unit

digital, text or video based

Lesson duration

1–2 lessons

Other languages

German, French, Italian

Type of school

LCS

Preparation of class

Easy to use

Keywords

capital market, conversion rate, coordination deduction, distribution, fully-funded system, income, insurance, interest, pension fund, pension provision, pension, standard of living, three pillar concept

Overview

The unit addresses the occupational pension system, its objectives, how it functions and the challenges it faces.

A factsheet presents the basics.
Students work through the material in a set of practical tasks.

Learning objectives

Students can...

assess who pays how much in occupational pension contributions and who receives how much in pension;
interpret the deductions on a payslip and do their own calculations on that basis;
explain the principle of occupational pension funding and how it fits into the context of the overall economy;
describe the flows of income and expenditure in occupational pensions and briefly explain the main challenges.

Didactics

Didactic notes

Factsheet

Occupational pension
The accompanying practical tasks enable students to get into the subject matter more easily. They also help students work through the content of the factsheet and go into it in more depth.

Worksheet

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Additional information

Switzerland’s old-age insurance system: A tried-and-tested system – in simple terms

Federal Social Insurance Office (05.12.2023). The brochure of the FSIO provides you basic information on Switzerland's old-age insurance system. It focuses on the first and the second pillar (OASI and occupational pension).

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