Legal advice and training


To ensure compliance with the legal environment in view of the ever-increasing complexity of the occupational pensions’ field, to develop and maintain its governance in line with best practices and to ensure that decision makers receive the appropriate training.

You are?

  • A Pension Board
  • A pension fund manager
  • A company’s HR department

Our services

Support in your day-to-day legal procedures

  • Draft and review contracts (risk reassurance, affiliation, takeover of pensioners, transfer of assets, merger, etc.)
  • Review and provide advice on individual cases (affiliation, benefits, etc.)
  • Carry out legal monitoring on your behalf
  • Prepare information notices for insured persons (encouragement of home ownership, entitlement to survivors’ benefits, etc.)
  • Provide information to insured persons

Support at special events

  • Manage full and partial liquidation procedures
  • Assist in merger procedures
  • Draft legal opinions and position papers

Regulations and governance

  • Draft, update and verify the legal compliance of the articles of association, regulations or internal guidelines
  • Review and create the legal documentation necessary for the successful running of your pension fund
  • Analyse the governance principles of your pension fund and inform on best practices


  • Presentation and information to insured persons (in the event of legal developments, changes to regulations and/or pension plans, mergers, etc.)
  • Initial and ongoing legal training for Pension Board members

Our strengths

Expertise in the field
of occupational pensions

Know-how gained over many years and up-to-date expertise

Efficient legal

Regulations updated according to legal trends and case law, as well as supervisory authorities’ practices

Personalised and
quality services

A dedicated contact person for each of our clients

Your advantages

The accountability of
the Pension Board is safeguarded

Guarantee of compliance of all legal aspects

Compliance with best
governance standards

Continuous updating of your regulations or other legal documents

legal support

Availability of our teams to answer your questions

Request an offer

Contact us to arrange a free, no-obligation meeting with one of our occupational pension specialists.

Contact us
Groupe Mutuel

Rue des Cèdres 5 Case postale, 1919 Martigny    |    +41 0848.803.111