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Private Pension - Plan I

Plan I is one of LSR’s three private pension plans. The weight of equities is higher than the weight of bonds, which means that there can be some fluctuations in returns, but at the same time higher returns are possible in the long term.

Net assets at year-end 2023

10,772

ISK million

Real rate of return 2023

2.7%

Net investment income 2023

1,076

ISK millions

Average number of active fund members

939

2023

Net assets and returns

Division of assets at year-end 2023

Composition of assets 2017-2023

Plan I assets and Investment Policy

Exchange rate of private pension plans from 2017

Annual Financial Statements

Private Pension’s Annual Financial Statements 2023

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Investment Policy

Private Pension’s Investment Policy 2025

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Responsible investments

Information about responsible investments

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Key information

Plan I key information

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Applications

Applications and forms for private pension savings

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Further information on private pension

Detailed discussion of private pension savings at LSR.

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