Foresight

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It is never too early to start saving for your retirement. Start protecting your savings now!

Peace of mind

All pension plans look to provide peace of mind. Our aim is to make your savings grow at the same time. Banca March offers maximum peace of mind and returns, helping you to plan for your future:

  • The peace of mind that comes with saving at the most solvent bank in Europe.
  • Returns, the best returns with the least risk, placing our pension plans amongst the best on the market.
  • Benefit from a number of tax breaks.
     

Customisation

Banca March offers our customers investment and saving solutions that best adapt to your needs, helping to make sure you do not lost purchase power when you retire:

  • We calculate your future pension and plan how to bridge the difference in income.
  • We provide advice on the best product for you based on your age and profile.
  • We help to choose the best option for drawing your pension plan after you retire with the smallest tax effect possible.

Plans

Growing pension plans

A plan adapted to more conservative customers, or those nearing retirement. Invests 100% in fixed income.

March 80/20 pensions

A plan designed for savers with a conservative profile, with exposure to equities of around 20%.

March 50/50 pensions

Pension plan aimed at customers with a moderate profile, with exposure to equities of around 50%.

March Acciones

A good option for savers with an adventurous profile. March Acciones invests in companies worldwide.

Life cycles

March Babyboomer PP Life Cycle Pension Plan

A Life Cycle pension plan aimed at investors born in the 60s who are looking to increase their retirement savings.

March Generation X PP Life Cycle Pension Plan

A life cycle pension plan aimed at investors born in the 70s, accompanying them throughout their working life.

EPSV

Voluntary Social Welfare Entities (EPSVs)

Specially designed for our customers who live in the Basque Country.

Other plans

Insured Pension Plans (PPA)

For surprise-free saving at a guaranteed interest rate year after year.

Individual Systematic Saving Plan (PIAS)

For people looking for greater liquidity.

March Vida Individual Long-Term Saving Insurance (SIALP)

For those looking for a comfortable and flexible approach to saving, without paying tax on returns after a 5 year period.

Executive Retirement Plan

Designed for high-income executive with a greater imbalance between their current wage and public pension scheme.

Banca March distributes insurance products as a linked bancassurance operator. Registered with the DGS and FP: OV-0040. March Vida PPA, PIAS and SIALP. Pensions plans and Individual social retirement plans (EPSV), products meant exclusively for tax residents in the Basque Country from the management company: March Gestión de Pensiones, S.G.F.P., S.A.U. Depositary bank: Banca March, S.A.

More information - March Gestión de Pensiones

Legal Information

Individual Pension Plans

The Banca March pension manager allows access to up-to-date legal and financial information on its Plans integrated into the Pension Fund.

Legal Information

Plan Data sheet DFP Plan Specification Statement of Investment Policy Principles Operating rules 1st quarter report 1st half-year report 3rd quarter report 2nd half-year report Annual report Supplementary documentation
March Acciones P.P.  
March Babyboomer P.P.  
March Bonos P.P.  
March Generación X P.P.  
March Pensiones 50/50 P.P.  
March Pensiones 80/20 P.P.  
March Pensiones Renta Fija, P.P.  
Plan Pension Creciente P.P.  

Business Pension Plans

General and updated financial information on the Pension plans offered by Grupo Banca March, March Ahorro and Plan Óptimo.

Legal information

Plan DIG Specifications Statement of Investment Policy Principles Operating rules Long-term investment strategy Implication Policy 1st quarter report 1st half-year report 3rd quarter report 2nd half-year report Annual report
March Ahorro
Plan Optimo

EPSVs

Consult the updated general and financial information of the three Voluntary Social Security Entities (EPSV) of Banca March.

Legal Information

EPSV Data sheet DFP By-laws Governance bodies Tax system Statement of Investment Principles 1st quarter report 1st half-year report 3rd quarter report 2nd half-year report Annual report
March Acciones EPSV
March Mixto EPSV
March Moderado EPSV

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