3% extra for transferring your pension plan

An extra 3% for your pension plan

Want to get more out of your pension plan? Transfer your PPA, Pension Plan or EPSV to Occident before 30 June and enjoy guaranteed additional returns.

Why transfer your plan to Occident?

3% bonus

Over 4 years on the transferred capital (0.75% per year).

Simple process

Easy to do and without putting more effort into your savings.

Strength and experience

At Occident, we are experts in savings solutions.

How does the campaign work?

Transfer your pension plan from another asset manager or insurer to Occident with a minimum amount of €6,000 and, in return, you will receive a return of 3%, at a rate of 0.75% per year for the next 4 years.

Payments will be made on 14 July 2027, 2028, 2029 and 2030, provided that the transferred amount is maintained throughout the entire period.

Campaign details

Conditions and requirements

  • The participant must be under 65 years of age.
  • Transfers must come from other asset management companies or insurance companies.
  • The transferred capital must be maintained for a period of 4 years, with no partial withdrawals or outgoing transfers.

Products included in the campaign

PPA Savings

Your most secure pension plan.

  • Maximise your savings without taking risks.
  • Choose how to retrieve the capital: income or redemption.

Individual pension plan

Plan your retirement supplement flexibly.

  • fixed, variable or mixed income? You choose.
  • Possibility of suspending and restarting contributions.
NEW

Self-employed workers pension plan

Build the capital you are looking for your retirement.

  • Deduct the contributions from your annual tax return.
  • You decide how much to save and when to do it.

EPSV

Do you live in the Basque Country? This is the plan for you.

  • Choose the most favourable option for you.
  • Benefit from important tax allowances.