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OASI

Factsheet

OASI

The pay deduction for a secure livelihood in old age.

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

Notes on the didactic approach and recommended teaching scenario.

Factsheet

Old-Age and Survivors’ Insurance (OASI)

Factsheet containing information on the goals, functioning and challenges of the OASI system.

Worksheet

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Worksheet

Exercises for the students to work through the knowledge acquired with the factsheet.

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Sample answers

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Additional information

Links

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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