deposits at 2.85% APR for those who transfer their pension plans to the insurer
Caserinsurer of the Helvetia group, has signed a commercial alliance with EBN Bank to make the range of Caser pension plans available to the entity’s clients, with an incentive for those who transfer their pension plans to Caser de fixed-term deposits at 2.85% APR for 12 months.
In a joint statement from Caser and EBN, they explained that the collaboration contemplates the access to seven Caser pension planswhich cover short- and long-term fixed income, diversified variable income and US variable income, as well as signature plans managed by Magallanes and Horos Asset Management.
Among them stands out the Pension Plan for the Self-Employed, which allows tax deductions of up to 5,750 euros per year (up to 1,500 euros for contributions to an individual plan and up to an additional 4,250 euros for contributions as a self-employed person), with flexible contributions adapted to income.
As an incentive for the transfer of pension plans to Caser, EBN Banco clients will be able to opt for fixed-term deposits at 2.85% APR for 12 months.
In the words of the director of Life Savings and Pensions at Caser, Eva Valero, “This alliance reinforces our ambition to be closer to each client and allows us to offer them ssimple solutions to plan your retirement”.
For the Strategy Director of EBN Banco, Manuel Puentewith this agreement the offer is expanded “to one of the main concerns of savers: how to supplement your pension when you retire”.
