The IVALIFE Unit Linked Personal Pension Plan can be tailored to your unique circumstances, backed by our trusted expertise and commitment to financial security. The product is an ideal tool to help bridge the gap between your state pension and your retirement goals, assisting you to maintain a comfortable standard of living.
The plan entitles you to an annual tax credit of 25% on up to €3,000 of your pension contributions.
Premium add-ons can be made any time during the year which will help to increase retirement savings.
Switches between the strategies can be made at any time during the year.
The LifeSteps Option enables you to benefit from market opportunities whilst protecting your savings from sudden dips as you get closer to retirement.
There are three different investment strategies that you can choose from, depending on your personal investment preferences.
This plan includes free life and permanent invalidity cover of €1,000 in addition to the policy account payable on death or permanent invalidity of the person covered before the retirement date.
Premium holidays available without time restrictions.
Atlas Healthcare Insurance Agency Limited (C 32603) is authorised under the Insurance Distribution Act to act as Enrolled Insurance Agents for IVALIFE Insurance Limited (C 94404) on long term business in Malta. IVALIFE Insurance Limited is authorised under the Insurance Business Act (Cap 403 of the Laws of Malta) to carry out long-term business in Malta. Both entities are regulated by the Malta Financial Services Authority.
Please note that Atlas Healthcare does not offer financial advice. You should read and understand the information and documentation made available to you in relation to the product and the investment strategies available.
Do you need to learn more about our policies and key features?
You can download the documents here, or get in touch with us to learn more.
Hello I’m Margaret, a member of the Life & Pensions team.
For more information on Personal Pension Plan, you can speak to me or one of my colleagues. Email, call on +356 2343 5613 or use the AtlasChat.