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OASI

Factsheet with task

OASI

The pay deduction for a secure livelihood in old age.

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Published on 22.01.2024
1–2 lessons
German, French, Italian
LCS
DH
KV
Easy to use

Overview

This unit deals with the OASI (the Swiss old age and survivors’ insurance) system, its objectives, the way 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...

  • explain who pays how much in contributions and who receives how much in pensions;
  • interpret the deductions on a payslip and do their own calculations on that basis;
  • without prior knowledge explain the role of the OASI to their fellow students on the basis of pension levels and living costs;
  • explain the principle of OASI funding and how it fits into the context of the overall economy;
  • describe the flows of income and expenditure within the OASI system and briefly explain the main challenge.

Didactics

Didactic notes

Factsheet

Old-Age and Survivors’ Insurance (OASI)
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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Sample answers

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Additional information

Links

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).

www.bsv.admin.ch

Swiss pension vote: what’s at stake

Swissinfo (15.01.2024). Swiss voters will decide in March 2024 whether retired people in Switzerland should receive higher old-age and survivors’ pension. This article explains the initiative in more detail.

www.swissinfo.ch

First pillar social insurance

Information Center OASI/DI. The website of the Information Center OASI/DI publishes comprehensive and helpful information materials on first pillar social insurance for Switzerland.

www.ahv-iv.ch

Videos
Stabilisation of the OASI

Credits – OASI

Concept:
Iconomix

Subject matter consultants:
Professor Christoph A. Schaltegger and Dr Melanie Häner, Institute for Swiss Economic Policy (IWP) at the University of Lucerne

Didactic consultant:
Dr Daniel Schmuki, Swiss Federal University for Vocational Education and Training SFUVET

Graphics:
clearbrand gmbh, Zurich

Translation & proofreading:
SNB Language Services

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