By bringing together pension fund representatives and service providers, robust and objective discussions have become the norm. A key requirement for all non-pension fund members and speakers is that product or services selling is not permitted.

The Forum meetings usually take place in prestigious locations in Zurich and Bern in March, June, September and December. Additional meetings include an International Seminar in September.

There are three categories of membership. One is made up of representatives of European Pension Funds (mainly Swiss, Southern German, Austrian, and Northern Italian) as well as multinational companies, and another comprising charities, foundations or other non-commercial organisations as well as any pension fund association, regulator or supervisory body. The third category is open to service and product providers to the investment and pensions industry.

The Forum is advised by an Advisory Committee, comprising only pension fund representatives, who ensure that the topics being discussed are relevant and helpful.