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3% bonus for the transfer of the pension plan to BBVA

Check the subsidized pension plans and the conditions of the bonus.

  • 3% bonus, no balance limit.
  • No fiscal impact due to transfer between plans.

If you have any questions about the transfer bonus, request information and we will contact you.

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  • Pension plan simulator
  • Tax savings calculator
  • characteristics
  • Plans subject to the promotion
  • Conditions of the promotion

What is the transfer of a pension plan?

What is the transfer of a pension plan?

It is a process by which the owner of a pension plan decides to move part of its capital or the whole of it – known as consolidated rights – in a simple management that can be repeated whenever the client considers it.

How can I transfer from my pension plan to a BBVA plan?

How can I transfer from my pension plan to a BBVA plan?

The owner must inform BBVA (the destination entity of the transfer of the fund) of the different transaction data. For example, the amount of capital transferred, the fund you have chosen to invest and the product from which the consolidated rights come. The transfer process will be undertaken by BBVA, the capital’s destination entity.

What is the bonus of the amount transferred to a BBVA plan?

What is the bonus of the amount transferred to a BBVA plan?

We give you 3% of the amount transferred from a pension plan of another entity, to a BBVA pension plan.

Does the transfer between pension plans have any cost or fiscal impact?

Does the transfer between pension plans have any cost or fiscal impact?

No, transfers between pension plans do not affect their tax benefits and are completely free processes, which do not involve the payment of commissions.

How long does it take to complete the transfer process of a pension plan?

By law, transferring a pension plan can not be extended beyond five business days if the transfer occurs between different entities, or three business days in the event that the transfer takes place between products of the same entity.

See legal text ico cerrado

Bonus of 3% gross of the transferred amount of Plans not marketed by BBVA to the Plans detailed in the Bonus Adhesion Bulletin. The client must adhere to the Bonus Bulletin and remain in the Plan contracted for at least 5 years. Net amounts transferred between January 1, 2018 and September 30, 2018, not rewarded by previous campaigns. Promoter and Depository Entity: BBVA; Managing Body: BBVA Pensiones SA EGFP. The transfer bonus is considered to be a return on movable capital subject to withholding tax.

Fixed income plans

Fixed income plans

Are those Pension Plans that invest the majority of their assets in fixed income assets (bonds and bonds, bills, promissory notes, etc).

Plan name Description Initial minimum amount Documentation Hiring and transfer
Fixed Income Norpension, PPS It allocates all of its assets to investment in various fixed income assets issued mainly in euros. € 30.05 Consult documentation See complete information
BBVA Fixed Income Plan, PPI Invests in public and private fixed income assets issued by OECD countries. € 30.05 Consult documentation See complete information
BBVA Flexible International Fixed Income Plan, PPI Bet on the active and flexible management of international fixed income. € 30.05 Consult documentation See complete information

Mixed plans

Mixed plans

Are those Pension Plans that invest part of their assets in fixed income assets and part in variable income. The higher the percentage of variable income, in general, the greater the risk and therefore the greater the potential profitability.

Plan name Description Initial minimum amount Documentation Hiring and transfer
BBVA Consolidation Plan 85, PPI Mixed Equity Pension Plan whose objective will be to ensure that its daily net asset value is not less than 85% of the historical maximum net asset value reached by the fund. € 30.05 Consult documentation See complete information
Norpensión II, PPS Pension plan that allocates most of its assets to investment in various fixed income assets and between 15% and 35% in variable income assets. € 30.05 Consult documentation See complete information
Dynamic Norpensión, PPS Entrust your savingsvariable to an active and diversified management with an income level of 15% to 80%. € 30.05 Consult documentation See complete information
Balanced Norpension, PPS Entrust your savings to an active and diversified management with an equity level of 30% to 50%. € 30.05 Consult documentation See complete information
Prudent Norpensión, PPS Entrust your savings to an active and diversified management with an equity level of 0% to 20%. € 30.05 Consult documentation See complete information
BBVA Plan 30, PPI Retirement saving product that offers the possibility of investing in the global variable income and fixed income market in a diversified way. € 30.05 Consult documentation See complete information
BBVA Plan 40, PPI Retirement saving product aimed at people over 40 years old, which offers the possibility of investing in the global fixed income and variable income market in a diversified manner. € 30.05 Consult documentation See complete information
BBVA Plan 50, PPI Retirement saving product aimed at people over 50 years old, which offers the possibility of investing in the global fixed income and variable income market in a diversified way. € 30.05 Consult documentation See complete information
BBVA Individual Plan, PPI Pension plan that allocates most of its assets to investment in various fixed income assets and between 0% and 30% in variable income assets. € 30.05 Consult documentation See complete information
BBVA Multiactive Moderate Plan, PPI Entrust your savings to an active and diversified management with a level of variable income between 20% and 60%. € 30.05 Consult documentation See complete information
BBVA Plan Multiactive Determined, PPI Entrust your savings to an active and diversified management with an equity level between 50% and 90%. € 30.05 Consult documentation See complete information
BBVA Multiactive Conservative Plan, PPI Entrust your savings to an active and diversified management with an equity level between 0% and 30%. € 30.05 Consult documentation See complete information
BBVA Retirement Plan 2025, PPI Savings solution with dynamic allocation of assets suitable for people with a retirement horizon close to 2025. € 30.05 Consult documentation See complete information
BBVA Retirement Plan 2030, PPI Savings solution with dynamic allocation of assets suitable for people with a retirement horizon close to 2030. € 30.05 Consult documentation See complete information
BBVA Retirement Plan 2040, PPI Savings solution with dynamic allocation of assets suitable for people with a retirement horizon close to 2040. € 30.05 Consult documentation See complete information

Equity plans

Equity plans

They invest most of their assets in variable income assets (shares). Subcategories are usually established according to the markets in which they invest, the sectors of activity or other characteristics of the securities.

Plan name Description Initial minimum amount Documentation Hiring and transfer
Equity Norpensión, PPS Get the possibility of having your savings in a diversified way in different variable income assets. € 30.05 Consult documentation See complete information
BBVA Variable Income Plan, PPI Invest your savings in a diversified way in Global Variable Assets. € 30.05 Consult documentation See complete information
BBVA Variable Income Plan IBEX, PPI Obtain returns on investment in the most important companies in the national stock market, taking as an example the IBEX 35 index. € 30.05 Consult documentation See complete information
BBVA Equity Plan Europe, PPI Get the possibility of having your savings in a diversified way in different European variable income assets. € 30.05 Consult documentation See complete information
IBEX Variable Equity, PPI Obtain returns on investment in the most important companies in the national stock market, taking as an example the IBEX 35 index. € 30.05 Consult documentation See complete information
BBVA Telecommunications Plan, PPI It offers clients the possibility of taking positions in the Technology and Telecommunications sectors in a diversified manner. € 30.05 Consult documentation See complete information

 

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The guaranteed plans whose commercialization has ended are not open to contracting for new participants / partners.

See legal text ico cerrado

Bonus of 3% gross of the transferred amount of Plans not marketed by BBVA to the Plans detailed in the Bonus Adhesion Bulletin. The client must adhere to the Bonus Bulletin and remain in the Plan contracted for at least 5 years. Net amounts transferred between January 1, 2018 and September 30, 2018, not rewarded by previous campaigns. Promoter and Depository Entity: BBVA; Managing Body: BBVA Pensiones SA EGFP. The transfer bonus is considered to be a return on movable capital subject to withholding tax.

We give you 3% of the amount transferred from a pension plan of another entity, to a BBVA pension plan.

Remember that you have no fiscal impact for transfer between pension plans 1 .

 Bonus of 3% gross of the transferred amount applicable to transfers from pension plans not managed by the BBVA Group, requested between 01/01/2018 and 30/09/2018, both included, which have as their destination any of the pension plans listed in the tables, and provided they have not been subsequently mobilized, in which case only the increase in equity would receive BONUS.

Check all the conditions in the membership bulletin to which you must adhere if you want to benefit from the bonus and which is available during the process of transfer of pension plans in bbva.es. As a participant you must maintain the pension plans subject to the promotion for a period of 5 consecutive years, starting from the date of payment of the bonus, otherwise you will be obliged to return to BBVA the gross amount of the bonus received .

 

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