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Factsheet with task


The pay deduction for a secure livelihood in old age.


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.



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.


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Sample answers


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Additional information



Stabilisation of the OASI

Credits – OASI


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

clearbrand gmbh, Zurich

Translation & proofreading:
SNB Language Services

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