Transfer your pension plan to Horos and improve the profitability of your savings
Do you think that the returns you are getting from your current pension plan will not give you the quality of life you want for your retirement? In addition to being a magnificent tool for short-term tax savings, pension plans, if well managed, can provide very significant savings to face your future and that of your loved ones with great peace of mind.
Our pension plans, actively managed to multiply your savings
Perfect for those looking to independently manage their retirement savings.
More about Horos International, PPFlexibility
High profitability
Employment Pension Plan
Ideal for companies that want to offer their employees a competitive and tax-efficient benefit.
More about Horos Int. Employment, PPETax benefits
Professional management
Pension Plan for Freelancers
Tax savings
Financial strength
Why transfer your pension plan to Horos?
Experience and results
Our management team has a proven track record of achieving superior returns.
Proactivity and courage
We invest in companies with high growth potential and buy at competitive prices.
Transparency
We accompany you in every step of the process with total clarity.
Download our free guide on how to transfer your pension plan
If you wish, you can receive all the information to make the transfer without complications by email. Simply leave us your email address and we will send you the document directly.
Frequently asked questions about pension plan transfers
We answer all your questions about pension plans in our FAQ section.
Can I transfer a pension plan to Horos AM?
Yes, but you must take into account the following:
Individual Pension Plans can be transferred to other individual plans or employment plans, both for companies and for self-employed workers.
Employment Pension Plans (PPE) for employees can be transferred to other employment plans, provided that the new employer also offers an employment plan to its employees, or to an individual plan.
Simplified Employment Pension Plans (PPES) for self-employed workers can only be transferred to other pension plans for self-employed workers.
Is there any cost associated with the transfer?
No, transfers between plans are exempt from taxes and do not entail any cost for the participant.
Can I have more than one plan and of different types?
Yes, the only thing you need to keep in mind is that the maximum limits established for contributions to pension plans cannot be exceeded jointly. In addition, the plans contracted may belong to different entities.
How many days does the transfer last?
Transferring between plans usually takes 6-8 business days.
How do I request a transfer?
If you are already a Horos client, you must enter your private area and place an external transfer order by entering all the required data about the original plan.
If you are not yet a client, you must complete the registration process by clicking on the Invest button on our website, indicating that you wish to carry out an external transfer, and entering all the requested information. It will only take you 10 minutes.
Do you have more questions?
We answer more questions in the ‘Frequently Asked Questions’ section
Would you prefer that we contact you?
Fill out the form with your email or phone number, and one of our experts will call you to answer your questions and help you with the process.
Discover the advantages of investing with Horos and take the first step towards a more promising financial future!
Latests publications
...
January 9, 2025
Dear co-investor, The third quarter of 2024 has seen unprecedented volatility in Asian markets, with dramatic swings in the Japanese and Chinese stock markets not seen in decades. Meanwhile, in the West, equity markets have remained relatively stable, with major indices continuing their relentless rise.…...
October 29, 2024
Dear co-investor, After wrapping up the second quarter of 2024, we can highlight few new developments in financial markets. The reality is that the euphoric dynamics in the technology sector persist, to a greater or lesser extent, pushing the U.S. stock market to new highs…...
August 6, 2024
Dear co-investor, The start of 2024 has once again been very positive for global equities, continuing the excellent performance already shown in 2023. Our Horos Value Internacional and Horos Value Iberia funds have been part of this trend, posting returns of 5.9% and 1.1%, respectively....
May 9, 2024
Dear co-investor, First of all, I would like to take this opportunity to wish you all the best for the new year. We concluded 2023 with two reasons for celebration....
January 29, 2024
