This policy can only be signed by Swedish residents.
Retirement is probably one of the most important personal financial issue you face. The
current pension system will give you approximately half your salary on the day you retire. It is therefore useful to supplement what you get from the national pension with a private pension.
Ancoria pension follows Swedish pension rules, which means tax-deductible contributions of up to 12 000 per year. Ancora will report the insurance policy and arrange for payment of yield tax to the Swedish Tax Office.
The Pension Policy is suitable for the investor that wants to save for retirement with tax deductible premiums. The policy can bee surrendered at earliest age 55.
Pension insurance strength
- Low yield tax (0.41 percent in 2011)
- No capital gains tax
- Tax-deductible contributions of up to SEK 12 000
Investment alternatives
Premiums are initially invested in one of Ancoria Model Portfolios which are globally diversified porfolios with different risk profiles. The investor will choose the Model Portfolio that best fits his/her risk appetite.
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