Digitize & simplify your individual transition services
Individual transitions, like retirement, divorce, or early withdrawals, are common across Swiss pension foundations but can be complex to manage. heLPP Help Desk provides a fully digital solution, simplifying these processes.
Affliates individual requests
heLPP Help Desk simplifies the management of individual reuqests, ensuring a seamless experience for institutions and affiliates alike.
Affiliation / Identity
Medical Examination
Plan Selection
Investment Profile Choice
Buybacks
Early Withdrawals (EPL)
Divorce
Retirement
Exit / Vested Benefits Transfer
Death / Beneficiary Designation
Disability to Work / Absences
Pensioner / Retiree (address change, life verification)
With our white-label solution or easy integration into your existing platform, heLPP Help Desk helps you provide a modern, user-friendly experience for both affiliates and your technical management teams.
Industry-Wide Standardization
heLPP Help Desk follows standardized processes across Swiss pension foundations, ensuring compliance and ease of management.
Increased Efficiency
Automate manual tasks, reduce your team’s workload, and allow them to focus on more strategic activities.
Seamless Integration
Integrate heLPP Help Desk into your platform or use it as a white-label solution, offering a smooth and flexible experience.
How heLPP Help Desk Works
Affiliate access via a branded or Integrated Interface
Affiliates can access heLPP Help Desk through a personalized, branded interface or via a seamless integration into your current platform. This gives them the power to independently submit requests for individual transitions, such as retirement, divorce…
Automated collection of transition requests
heLPP Help Desk collects and organizes individual transition requests, automatically managing each type of request according to the standardized workflows used by Swiss pension foundations.
Technical management processing
The technical management team processes individual transition requests through the pre-configured workflows in the Help Desk interface, ensuring that every step is handled accurately. Alternatively, you can choose to delegate this task to heLPP Services, a team dedicated to executing the workflows on your behalf.
Automated financial proposals with wealth manager approval
Investment or disinvestment proposals are automatically generated following individual transitions, creating order proposals in heLPP Asset Management. The wealth manager then reviews and approves these proposals, maintaining full responsibility for final order execution.
Final execution and payments
The technical management team completes the process ends with executing outgoing payments or processing new contributions related to the transition, ensuring seamless financial execution.
