Life cycle plans
To make your choice easier, we’ve included years in the plan names to indicate the recommended option for each age group
Investment plan performance
| YIELD, % PER YEAR | |||||
|---|---|---|---|---|---|
| Investment Plan | Start date | 1 year | 2 years | Since start | Asset value |
| Dati nav pieejami. | |||||
2nd pension pillar capital is inheritable
We are proud that we were the ones who, together with like-minded people, achieved the inheritance of 2nd pension pillar savings. Now it seems obvious, but until 2020, all accumulated capital was added to the country's special pension budget and it was impossible to inherit it.
Now, every second pillar pension participant can choose one of three options for their savings.
With INDEXO, your pension is safe
Strict regulation
Only investment management companies and pension funds licensed by the Bank of Latvia operate in the pension system, meeting the highest security standards of the financial industry.
Custodian bank
Your pension savings always are in a custodian bank - separate from the pension manager's money. For double security, each transaction with pension money is checked by both the manager and the custodian bank. INDEXO's custodian bank is "Swedbank" AS.
Identical conditions
2nd and 3rd pension pillar are part of the country's pension system. All pension fund managers have identical security conditions. You have a free choice of whom to entrust with the management of your savings.
Have questions about pension?
We have helped more than 159 thousands people with pension savings-related questions.
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