Admission as an occupational pensions expert in Switzerland

Relevant legal framework

Admission and professional qualification

• BVG (SR 831.40), Art. 52d — statutory admission requirements for experts in occupational pensions.
• BVG, Art. 64a para. 1 lit. e — OAK BV maintains the register of admitted occupational-pensions experts.
• OAK BV Directives W-01/2012 — regulate the personal and professional requirements and the admission procedure for natural and legal persons.
• Foreign qualifications — a foreign actuarial or pensions qualification must be assessed against the specific OAK BV admission requirements; recognition of an academic or professional title alone does not automatically confer OAK BV admission.

Professional practice in Switzerland

• OAK BV admission is required before acting in the statutory capacity of an occupational-pensions expert.
• Continuing professional education and ongoing compliance with the admission requirements apply after admission.

Competent bodies

• OAK BV — admission authority and register for experts in occupational pensions.
• Relevant professional organisations / qualification bodies — evidence of the professional qualification relied upon in the OAK BV procedure.