What documents are needed to switch to Tellco pk?

As a distribution partner, you know that changing a pension fund is a significant step for a company. Careful preparation is crucial for a smooth transition. Tellco pk supports you and your clients with transparent processes and clearly defined requirements. This ensures that the new pension solution is a perfect fit from the very beginning.

Required documents for a customised quote

To create a detailed quote tailored to your client’s needs, the following documents are required:

• Fully completed quote form: This captures the company's master data and the key parameters of the desired pension solution. Download here
• Current employee data as an Excel list: A list of all employees to be insured with relevant details such as age, gender, and salary forms the basis for calculating individual contributions and benefits. Download template here
• Claims trend statement for the last 5 years: This key figure provides information about the previous risk history and is crucial for a fair and risk-appropriate premium calculation.
• List of pensioners (if applicable) or confirmation that there are no pensioners: If the company is already paying out pensions, we require an overview of the current obligations. If there are no pension recipients, a brief confirmation is sufficient.

Security and transparency in handling client data

Protecting sensitive data is our highest priority. All personal and company data submitted to us is treated with strict confidentiality and processed in accordance with the highest Swiss data protection standards. The requested information is used exclusively to create a precise, fair, and customised pension quote for your client.

The quote process in 3 clear steps

1. Submit documents: Send us the fully completed documents. You can find your regional contacts and their details here. This forms the basis for our detailed analysis.
2. Receive analysis and quote: Our specialists carefully review the data. Within a few working days, you will receive a non-binding quote that is optimally tailored to the company. In it, we show what a solution with one of our strategies could look like:
   • Tellco pk PRO: The classic and secure solution for companies that value stability and low fluctuations. Find out more
   • Tellco pk PULSE: The progressive, yield-oriented strategy for companies with a long-term investment horizon. Find out more
   • Tellco pk INDIVIDUA: The customised solution for larger companies that want to actively shape their investment strategy. Find out more
3. Personal consultation and implementation: If you have any questions about the quote or need help with the next steps, we are here to assist you personally and will support you and your client until the switch is successfully completed.

Efficient administration from the start

Switching to Tellco pk also means access to modern, digital tools that minimise the administrative workload for your clients. With the iTellco online platform, for example, employers can manage new entries, departures, or salary changes easily and digitally. A strong argument for an efficient and future-oriented partnership.

Request a non-binding quote now

Do you have all the documents ready, or do you still have questions about the process? Our team is happy to support you every step of the way. Start the process directly or contact us for a personal consultation.

• Download quote form
• Request a personal consultation