Pension

When would be the best time to switch your current 2nd pension pillar plan to a different one?

There are two criteria for choosing a more appropriate 2nd pension pillar plan – based on age and based on needs.

  • If you are between 15 and 50 years old, the most age-appropriate option would be the CBL Indeksu plan or the CBL Ilgtspējīgu iespēju ieguldījumu plan.
  • If you are between 51 and 60 years old, the most age-appropriate option would be the CBL Aktīvais plan.
  • If you are 61 years old or older, the most age-appropriate option would be the CBL Universālais ieguldījuma plan.

To find out which plan would be most suitable for you based on your needs, we invite you to fill out a short questionnaire here.

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