Securex Pension Savings Plan: Do your customers look sufficiently far ahead?
A deposit book is a good savings formula. But what in case of a sudden death? And what about the fiscal burden on savings? Securex has developed a pension savings plan that takes all these issues into account. And that will guarantee your customers a carefree retirement.
Contribute when you want
The Securex Pension Savings Plan lets its members decide exactly how much they save and when they pay these contributions yourself. The only limit is the annual cap of €880.
Moreover, your customers can start paying from the age of 18 and they only need to stop paying at age 64. Without a professional income in the intermediate? Then this will not affect the contributions.
High return
Securex guarantees an annual interest rate of 3.25 percent. This fixed interest rate will remain the same for the entire duration of the contract. Moreover, your customers will enjoy a good participation in our profits.
In case your customer dies before reaching the age of 65, we will add up the capital and the total participation in the profits and will transfer this amount to his beneficiary.
Fiscal benefits
Your customers recoup up to 40 percent of the paid premiums under an annual tax deductible. Moreover, the participation in our profit will not be taxed at all.
The only condition: Pay the premium for at least 5 years.
