Growth Portfolio for Pension

Growth Portfolio for Pension

Grow your pension assets in funds selected by you

  • Oversee your pension investments yourself
  • Tax incentives on supplementary funded pension
  • Select the time and amounts of your contributions

Growth Portfolio for Pension is a great option for saving pension assets through life insurance in the investment funds selected by you. Contributions to the contract are exempt from income tax to the extent of 15% of your gross annual income, but not more than 6000 euros.

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Contact


Kontakt
Customer service
665 5100
Client executives

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E-post
E-mail
info [at] seb [dot] ee

A Growth Portfolio for Pension contract means you can make fund investments and decide for yourself what you do with your pension assets. You can switch your investments from one fund into another free of income tax and without entry and exit fees. You can add various types of insurance cover to your contract.

Contributions are exempt from income tax to the extent of 15% of your gross annual income, but not more than 6000 euros. You will get an income tax rebate after you have submitted your income tax return. Tax incentives on pension payments will apply to you when you turn 55, provided your contract has been in force for at least five years.

Saving consistently and keeping an eye on your pension goal help you to achieve your goal. SEB Pension Plan is the best product for monitoring your pension savings.

You can sign a Growth Portfolio for Pension contract at your nearest SEB branch.

Prior to the conclusion of each financial service agreement, we advise you to examine thoroughly the service conditions and if necessary, consult a bank officer.