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Private Pension - Plan II

Plan II is one of LSR’s three private pension plans. The weight of bonds is higher than the weight of equities, which means that fluctuations in returns are smaller than in Plan I. Thus, Plan II is suitable for those who want to take less risk in the later years of private pension savings.

Net assets at year-end 2023

3,481

ISK million

Real rate of return 2023

0.1%

Net investment income 2023

260

ISK millions

Average number of active fund members

699

2023

Net assets and returns

Division of assets at year-end 2023

Composition of assets 2017-2023

Plan II 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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