Pension plan transfers
Plan your future today and enjoy tomorrow. At Bankinter we're here to help you achieve it.
Transfer your pension plan to Bankinter and benefit from a bonus of up to 6% on the amount transferred, in pension plans, which could increase to 8% when combined with additional bonuses during the minimum commitment period (until 2032).
Transfer your Pension Plan to Bankinter and benefit from up to an 6% bonus1
6%
Content 6%
5,5%
Content 5,5%
And a total bonus of up to 6%
Content And a total bonus of up to 6%This means an additional 0.25% on your assets each year that you make contributions to your Pension Plan during the commitment period (until 2032).
Requirements:
- Contribute at least €1,500 to your Pension Plan between 01/01 and 31/12.
- Maintain at least €30,000 in your Pension Plans at the end of the year.
Promotion conditions
Content Promotion conditions- Maximum bonus payment:n: €9,000 gross
- Commitment period: until 31.12.2032.
- The following are excluded from the promotion: BK Inversión Monetario , BK Renta Fija Corto Plazo, employment pension plans and Roboadvisor series.
Pension plans
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IMPORTANT INFORMATION
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Show/Hide legal text1
Pension plan transfer: Offer valid from 01/05/2025 to 30/06/2025. The 6% cashback bonus is for pension plan transfers of €60,000 or more, 5% for pension plan transfers of less than €60,000 but equal to or greater than €1,000. The bonus is payable on the net balance of all incoming and outgoing transfers requested during the promotion period. As an additional requirement for the transfer, you must set up a regular monthly contribution of at least €100 to your Pension or Retirement Plan, or alternatively supplement the transfer with a PIAS (Individual Systematic Savings Plan). If one of these requirements is not met, the bonus will be reduced by 0.5% (i.e.: 5.5% for transfers of €60,000 or more and 4.5% for transfers of less than €60,000). Both options must be effective between 01/05/2025 and 30/06/2025 and must be maintained for 12 months. It will be paid on 31 July 2025 (except for any transfers which, due to administrative delays at the issuing banks, reach Bankinter after 20 July 2025). You must keep your pension plan at Bankinter until 31.12.2032. The maximum bonus will be €9,000 gross. The payment of this bonus is considered to be capital gains and the gross amount is therefore subject to personal income tax. Consequently, the amount credited to your account will be the resulting net amount. This offer does not apply to transfers to the following pension plans: Bk Inversión Monetario, Bk Renta Fija Corto Plazo, Employment Pension Plans Roboadvisor series. If during the commitment period you reduce your vested/economic rights at the bonus date of this campaign, whether through the total or partial transfer to another bank, the transfer of the excluded pension plans stated above or the redemption of your vested/economic rights, you will be obliged to return the total gross amount of the bonus received.
Loyalty Plan Pension Plans: Annual bonus of 0.25% of the assets in your Individual Pension Plans at year end, provided that your assets are equal to or greater than €30,000 and are held until the bonus payment date (15 February of the following year), and provided that you have made contributions of €1,500 between 1 January and 31 December. Transfers do not count as contributions. The payment of this bonus is considered to be capital gains and the gross amount is therefore subject to personal income tax. Consequently, the amount credited to your account will be the resulting net amount.
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Show/Hide legal text2 Systematic Individual Savings Plan (PIAS) of Bankinter Seguros de Vida S.A. de Seguros y Reaseguros marketed and sold by Bankinter, S.A. as the related BANCASSURANCE OPERATOR, with registered office at Paseo de la Castellana 29, 28046 Madrid, entered in the Madrid Companies Register at volume 1857, sheet 220, page 9643, with Tax ID Number A-28157360 and entered in the Special Administrative Registry of the General Directorate of Insurance and Pension Funds, attached to the Ministry of the Economy and Finance (Paseo de la Castellana 44, 28046 Madrid) (http://www.dgsfp.mineco.es) under code OV-0028. The bancassurance operator has taken out the civil liability insurance required under Article 152 of Royal Decree-Law 3/2020 of 4 February on urgent measures incorporating into Spanish law several directives of the European Union concerning public procurement in certain sectors; private insurance, pension plans and funds, taxation and tax litigation. This is a financial product with significant risk, which can generate profits but also losses. The bancassurance operator has entered into insurance agency agreements with the institutions listed here. The key investor information document and prospectus are available at Bankinter.com and the following link .
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Show/Hide legal textBankinter Pension Plans: The pension plan promoter is Bankinter Seguros de Vida, S.A. de Seguros y Reaseguros. The Pension Fund Manager is Bankinter Seguros de Vida, S.A. de Seguros y Reaseguros. The Depositary Entity of the Pension Funds is Bankinter, S.A. The key information document for unit holders is available at all Bankinter branches and on our website www.bankinter.com.