PROTGTSeguros San EugenioExclusive Allianz agency

Savings, investment and retirement

Allianz pension plans, investment funds and savings insurance. Products are available with different risk profiles, from conservative to equity-based.

  • Solutions to suit your profile
  • Advice with a MiFID II qualification
  • Pension plans, funds and savings insurance

Cover

Products

  1. Individual pension plans
  2. Investment funds (Allianz Global Investors)
  3. Savings insurance such as Allianz Perspektive

What we look at together

  • Your goal: retirement, saving or investing
  • How much risk you want to take: profiles range from conservative to equity-based
  • Contributions, transfers between plans and when you can access your money
  • The tax treatment, in general terms

Good to know

  • The higher the share of equities in a product, the more its value can go up and down.

For guidance only. The exact cover and conditions are those set out in the Allianz policy and information note (nota informativa).

More in the Allianz Capital brochure (PDF)