Private pension portfolio

The best way to save money profitable in the long term

The Private Pension Portfolio suits you if you want to collect money for pension, but you do not want to engage in daily investments. By entering into a contract, you agree the objectives, and the subsequent investment decisions will be made by the professionals in their field. You will be kept constantly informed of the investment results via the Internet Bank.

More about the advantages

  • An easy way to invest – choose a strategy according to your objectives and risk tolerance

  • Actively managed investment strategies

  • Flexibility in investing money

  • State supports collecting retirement money with tax incentive

  • Contract owner decides inheritance of pension assets

  • Convenient tracking of investments in the Internet Bank

Investment strategies

Aggressive growth strategy

The objective of the Strategy is to provide Clients with a maximum possible rate of return, which is sought to be achieved by investing in equity securities. To achieve its objective, the assets of the Strategy portfolio are invested 100% in equity securities. This Strategy suits more experienced (in financial markets) Clients with long term time horizon(more than 7 years), whose objective is the maximum growth of assets and who agree to take high risks for this purpose (risk comparable with equity investments - high price volatility and substantial risk of loss of large part of capital).

Private portfolio for pension - Calculator

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Frequently asked questions

  • What is the difference between Fund Plan For Pension and Private Pension Portfolio?

  • Why does the Private Pension Portfolio have five strategies?

  • Is it possible for me to change the strategy and what are the costs associated with this?

  • How often are the underlying assets of the strategies examined, how often are they changed and what is the basis for this?

  • How is it possible to terminate the Private Pension Portfolio contract and what are the costs associated with the termination of the contract?

  • What should I do when I no longer want to make regular investments in the Private Pension Portfolio?

  • Is it also possible to get a life insurance with the Private Pension Portfolio?

Private Pension Portfolio is a unit-linked III pillar life insurance contract where the investment risk is borne by the policyholder. Investment risk means that the yield earned or the loss incurred by the policyholder on the contributions made into the insurance contract depend on the performance of the underlying assets of the insurance contract and the changes in its market prices. The value of the contributions made into the insurance contract changes in time according to the changes in the market value of the financial instruments that are the underlying asset of the insurance contract.
Prior to entry into the contract, please examine the terms and conditions of the contract, the price list and the short prospectus at the homepagewww.swedbank.ee. The list of investment related risks is specified in the short prospectus. The service provider is Swedbank Life Insurance SE.