AHV and IV pension increase

08 Jan 2019

On 21 September 2018, the Federal Council decided to increase AHV and IV pensions from 1 January 2019. A review is conducted every two years to determine based on the pension index (a hybrid index of wages of prices) if any changes are needed. The AHV pension serves as a basis for many threshold values in the Swiss social insurance system. Below is an overview of the changes and their impact.
Background

AHV/IV pensions will increase slightly from 1 January 2019. To ensure that AHV pensions reflect purchasing power, the indices for wages and prices are given equal weighting. In the past two years, the rise in wages has moderately outstripped the drop in prices. As a result, pensions will raise marginally. The impact of this increase is set out in more detail in the following table.

Changes to AHV/IV

AHV/IV

Value up to 31.12.2018

Value from 01.01.2019

Minimum AHV/IV pension

CHF 1, 175

CHF 1, 185

Maximum AHV/IV pension

CHF 2, 350

CHF 2, 370

Maximum pension married couple

CHF 3, 525

CHF 3, 555

Helpless allowance AHV

Low (at home)

Medium

High

 

CHF 235

CHF 588

CHF 940

 

CHF 237

CHF 593

CHF 948

Helpless allowance IV (home)

Low

Medium

High

 

CHF 118

CHF 294

CHF 470

 

CHF 119

CHF 296

CHF 474

Helpless allowance IV (home)

Low

Medium

High

 

CHF 470

CHF 1, 175

CHF 1, 880

 

CHF 474

CHF 1, 185

CHF 1, 896

Supplementary AHV/IV benefits

For a single person

For a married couple

For orphans

 

CHF 19, 290

CHF 28, 935

CHF 10, 080

 

CHF 19, 450

CHF 29, 175

CHF 10, 170

The helplessness allowance, carer’s allowance and supplement for intensive home-based care for minors will be adjusted. Annual minimum AHV contributions will increase slightly as a result.

Impact on family allowances

The increase in AHV/IV pensions will slightly raise the minimum income requirement for entitlement for family allowances. The same applies to the maximum income that a child may earn while remaining entitled to education allowance.

Family allowance

Value up to 31.12.2018

Value from 01.01.2019

Minimum income one parent

CHF 7, 050

CHF 7, 110

Maximum income child

CHF 28, 200

CHF 28, 440

Impact on occupational pensions

All threshold amounts for occupational pensions will change. These thresholds are calculated as percentages of the maximum annual AHV pension

BVG

Value up to 31.12.2018

Value from 01.01.2019

Upper limit annual salary

CHF 84, 600

CHF 85, 320

Coordination deduction

CHF 24, 675

CHF 24, 885

Minimum annual salary

CHF 21, 150

CHF 21, 330

Minimum coordinated salary

CHF 3, 525

CHF 3, 555

Maximum BVG annual salary

CHF 846, 000

CHF 853, 200

Consequences for Pillar 3

Annual tax relief for contributions to recognised pension schemes is calculated as a percentage of the maximum annual AHV pension. This too will have to be adjusted from 1 January 2019. Thresholds for the digressive scale for contributions by self-employed individuals will also be revised upwards.

Pillar 3a

Value up to 31.12.2018

Value from 01.01.2019

BVG-insured

CHF 6, 768

CHF 6, 826

Not BVG-insured

CHF 33, 840

CHF 34, 128

In short
  • The Federal Council has decided to moderately increase AHV and IV pensions from 1/1/2019.
  • This increase has a wide-ranging impact on various threshold values in the security insurance system.
  • Payroll staff will have to ensure that the new conditions are incorporated in their payroll software.

 

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