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Pensions plan

CX Pension Plan

There’s a lot of interest in all our pension plans

At CatalunyaCaixa we have put together a unique solution so you can get more out of your pension plan. We have a wide range, the best professional advice and now an attractive promotional offer you just can’t afford to miss out on.

  • Bring your pension plan before 31 March 2016 and get up to 3%

    Take advantage of this opportunity that gives you benefits NOW and in the FUTURE.

    We pay into your account up to 3% of the net amount of your initial investment if you transfer your pension plan from another bank or make new contributions to plans in the promotion (mixed income and equity personal plans, Lifecycle plans and Saving Plan 5 SIALP) and maintain the total volume of the plans for 5 years. You receive a one-off payment into your account for the percentage of the net amount transferred or contributed to these plans in the promotion.

  • Choose the plan that suits you best and get up to 3%

    We have a wide and varied range of products designed to build savings for the future tailored to your needs. Take advantage of the promotion now:

    • You have our range of Lifecycle Plans featuring active management of investments which is continuously adjusted to the time you have left to retirement. That means you don't need to switch from one product to another more conservative one as time goes by since the plan is adjusted to your lifecycle.
    • You have the entire range of mixed income and equity pension plans which enable you to choose attractive returns tailored to the short- or long-term time horizon you prefer and the risk you are prepared to take.
    • Plus if you are very close to retirement you can choose a standard option Assured Pension Plan (APP) which has a guaranteed return for the period set.


    Take out or make contributions to your CX pension plan now, plan your future wellbeing and while making the most of this exclusive promotion also benefit from tax advantages because you can get tax allowances in your income tax return.

     


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    * Promotion valid from 04/01/2016 to 31/03/2016. Payment of 3% of the net amount of the investment at the time of opening or transferring from another bank a mixed income or equity personal pension plan or Lifecycle range plan if you also arrange to make a monthly contribution to this pension plan or to a Saving Plan 5 (SIALP) of at least €30 per month or equivalent, or a payment of 2% if you do not arrange to make a regular contribution. Payment into the account of 1% of the net amount of the external transfer or new contributions for assured pension plans, agreed and standard options. Staying in the plan for 5 years (until 31/03/2021). The customer will receive a single payment into their account in April 2016. The amount paid is investment income subject to tax withholding (currently 19%). Promotion not combinable with other promotions. See other terms and conditions in your branch.

  • Our experts will advise you

    CX's specialist advisors will guide you about the plan that best meets your needs and answer any questions you have about retirement and the pension you will get in the future, so you can plan additional retirement savings in the best way possible.

     

    Take out your pension plan now and in addition to making the most of this exclusive promotion, you can also benefit from some excellent tax deductions.


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    Plans (PP) and policies (APP) taken out through CatalunyaCaixa Mediació, Operador de Banca-Assegurances Vinculat, SL. Registered in the Spec. Admin. Reg. of Art. 52 of Act 26/2006 with no. OV-0029. It has arranged liability insurance and has sufficient financial capacity in accordance with the aforementioned Act. Tax Code: B-58812074. Insurer, Promoter and Manager: CatalunyaCaixa Vida SA d'Assegurances i Reassegurances - Sociedad Unipersonal. Barcelona Company Register, folio 147, volume 22038, sheet B-31906, Tax Code A-58283128, Calle Roure, 6-8, 08820 El Prat de Llobregat (Barcelona). Custodian: Catalunya Banc SAU. There is a Key Investor Information Document for the participant which can be viewed at www.catalunyacaixa.com.

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