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With Neo Finance, you can confidently prepare for your future. We offer personalized retirement solutions designed around your goals, ensuring you can enjoy the peace of mind and financial freedom you deserve when it’s time to retire.
Secure your standard of living in retirement with My Neo Pension and My Neo Fund Pension. My Neo Pension is a classic pension insurance policy that guarantees you a monthly pension to close financial gaps and maintain your accustomed lifestyle for life. My Neo Fund Pension combines the best of both worlds — the protection of insurance and the growth potential of investment funds.
Choose between a lifelong pension payment or a one-time lump sum, depending on your personal goals and financial plans.
Neo Fund Pension invests in carefully selected, high-performing strategy funds to help your capital grow over time.
Enjoy full peace of mind with coverage options that protect you and your loved ones from risks such as death, occupational disability, or serious illness.
Many people are surprised when they check their future pension and realize it may not be enough to maintain their standard of living. By starting early, you give your savings more time to grow, making it easier to accumulate the necessary funds for a comfortable retirement.
It’s not just about your future—you can also start building a financial foundation for your children or other dependents. Speak with your Neo Advisor to explore the options and plan your retirement effectively.
If you are security-conscious, My Neo Pension is the ideal choice. This product is based on a traditional life insurance policy: you save for your retirement while also protecting yourself and your family in case of unforeseen events.
With My Neo Pension, you can choose between a lifelong monthly pension or a one-off lump sum payment. Additional modules allow you to secure your retirement even in the event of occupational disability, serious illness, or death, giving you and your loved ones comprehensive financial protection.
Looking to plan for retirement while making a positive impact on society and the planet? My Neo Fund Pension allows you to achieve both: a solid financial foundation for your future and a contribution to a sustainable world for generations to come.
You choose how to invest your money. Your contributions are invested in a balanced portfolio of sustainable funds, aligned with your selected risk level. When it comes time to receive your benefits, you can opt for a lifelong monthly or annual pension, or a one-off lump sum payment.
With My Neo Pension, you can help secure your child’s, grandchild’s, or godchild’s financial future. By contributing regularly, you ensure a minimum payout at the agreed time, while the traditional life insurance structure protects the invested capital.
You can start a pension plan for a child from birth. The earlier you begin, the easier it is to reach your target amount. Contributions are tax-advantaged, exempt from capital gains tax and income tax.
Investments in funds involve risks, including potential loss of capital.
Published prospectuses and investor information documents, including key information documents (KIDs), are available from the respective fund providers. In the case of international distribution, documents may also be provided in English or the investor’s local language. A summary of investor rights is generally available on the fund provider’s website. Please note that fund providers may revoke the distribution of fund units outside the fund’s country of domicile.
Assessments and positioning reflect a snapshot in time and may change at any time without notice.
Performance is calculated based on published fund prices using standard methods. Individual costs, such as issue premiums, redemption fees, custody fees, and taxes, are not included in performance calculations. If these costs were considered, performance would be lower. Past performance is not a reliable indicator of future results.
