Get an economic incentive of up to 6%1 for bringing your personal pension plan to Banco Sabadell
Any pension plan you bring from another institution will have to be at least €4,000 with a minimum commitment period of 9 years. Take advantage of this promotion until 31/12/2025!
Why take out a pension plan?
- You can benefit from a tax saving of up to 54% of the contributions you make each year2.
- You decide how much and when you want to contribute (up to a limit of €1,500 per annum3).
- In Banco Sabadell you will have the expert advice of a manager so that you make the best decision. With a 100% personalised service.
Legal terms and conditions
2 The maximum per annum reduction in the general personal income tax base, in the common territory and Navarre, governed by a special tax regime, will be 1.500€ of either the contribution made or 30% of the total sum of the net income from employment and economic activities according to the tax rules in force. In the special regional tax legislation of the Basque Country, the maximum limit for per annum reduction of the taxable base in personal income tax is €5,000 for individual contributions, €8,000 for company contributions and a joint limit of €12,000 for personal contributions and company contributions.
3 The maximum contribution to Individual Pension Plans and Secured Pension Plans is €1,500. On no account may contributions to these plans, together with company contributions and any made by the member to occupational pension plans, exceed €10,000.
Managing Entity: BanSabadell Pensiones, E.G.F.P., S.A., with Tax ID No. A58581331, whose offices are at C/ Isabel Colbrand, 22, 28050 Madrid. Registered with the Mercantile Register of Madrid and in the Register and in the DGSyFP Insurance Company Register under code no. G-0085. Depositary entity: BNP Paribas, S.A., branch in Spain, with Tax ID No. W0011117-I and its registered offices at Calle Emilio Vargas, 4, Madrid. Registered in the special register of pension fund depositary entities maintained by the DGSyFP under code no. D-0197. Depository entity and marketer of pension plans: Banco de Sabadell, S.A., with Tax ID No. A08000143 and registered offices at Plaça de Sant Roc, nº 20, 08201 Sabadell. Registered in the Mercantile Register of Barcelona and in the DGSyFP under code no. D-0016.
The document containing the key information for members is available to the public at Banco Sabadell branches, as well as on the bank’s website.