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Helvetia has unveiled its long-term strategy, "Unleash your Potential," aiming for enhanced operational efficiency and specific financial targets for 2025-2027, including a 13-16% return on equity and over CHF 1.2 billion in cumulative dividends. Key initiatives include integrating its Spanish units and focusing on customer relationships in retail, while expanding product offerings and leveraging technology in the global specialty business. The insurer aims to improve operating efficiency by over CHF 200 million and reduce its combined ratio by 2 percentage points by the end of the first three-year cycle.
In the latest "Asscompact Trends IV/2024" study, Allianz maintains its lead in occupational pension provision with 26.3% of broker mentions, followed by Alte Leipziger at 10% and Canada Life at 9.2%. In traditional life insurance, Allianz also tops the list with 30.7%, while WWK leads the Riester pension segment at 37.5%. Notably, in Rürup pensions, Alte Leipziger has risen to first place with 14%.
Helvetia is restructuring its sales organization, appointing Simon Weiner as the new Head of Sales Union Switzerland, effective early 2025. He will succeed Ralph Jeitziner, who is retiring on April 30, 2026, after 29 years in leadership roles within the company. Weiner, currently Head of Sales Region Central, will also join the Executive Board, focusing on consolidating sales channels for improved customer satisfaction.

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