Occident launches a campaign to reward the transfer of pension plans and PPAs with a 3% bonus

"The campaign, valid from 13 April to 30 June, offers up to 3% additional return over four years for transfers equal to or greater than €6,000."

Occident has launched a new campaign aimed at strengthening long-term savings among its customers, with a total bonus of 3% for transfers from other entities. In effect from 13 April to 30 June, the campaign is aimed at customers under 65 who transfer a minimum of €6,000 to any of the included pension products.

The bonus is made up of an additional annual return of 0.75% for four years, up to a total of 3%, under the condition that the transferred capital remains in place during that period. The initiative encompasses a broad range of pension solutions, including the insured party pension plan; individual pension plans (Occident Pensiones Mixto Fijo, Occident Pensiones Mixto Variable, Occident Pensiones Renta Variable); the Occident Pensiones Autónomos plan, aimed at self-employed workers; and the Voluntary Social Welfare Entities (EPSVs) for residents in the Basque Country, specifically Occident Previsión Mixto Fijo, Occident Previsión Renta Variable and Occident Previsión Mixto Variable.

Within this comprehensive range of retirement planning solutions, Occident manages over €1.235 billion in pension plans and insured party pension plans, instruments specifically designed for long-term savings.

'We want to make it easier for customers to find the saving solution that best suits their profile and stage of life. This campaign reinforces a comprehensive proposal that combines short-term incentives with a long-term vision, also incorporating products specifically designed for groups such as the self-employed', says Daniel Ciprés, Director of Life Insurance at Occident.

The campaign is framed within a context in which financial planning is gaining relevance, driven by both economic uncertainty and demographic challenges. Despite this, Spain continues to lag behind the European average in retirement savings, with 49% of citizens stating they are saving for this purpose, compared to 61% in Europe, according to the 4th Pan-European Pensions Survey carried out by Unespa.

The importance of personalised and professional support

At Occident, 100% of pension product contracts are carried out through its intermediary network, a network made up of more than 13,000 professionals. Beyond the product itself, customers especially value the support they receive from their broker, a key figure in answering questions, identifying the most suitable products for each life stage, and above all, building trust in decisions that affect their personal and family future.

At the same time, Occident continues to promote financial education initiatives through its social media content, with the aim of bringing savings closer to new audiences and fostering greater financial literacy from an early age.