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Címlap » Welcome to the English pages of the website of AEGON Magyarország Pénztárszolgáltató Zrt.!

AEGON Hungary Voluntary Pension Fund

 

With over 195 thousand members and assets exceeding HUF 98 billion, AEGON Voluntary Pension Fund is one of the leading funds in Hungary.

 

It is backed up financially and professionally by AEGON Group, one of the largest life and pension insurers of the world.

The voluntary fund system is not part of the obligatory social security system. You can pay membership fee to the voluntary fund account from your net salary, with a frequency and in an amount matching your own needs. This form of saving provides an optimal solution to those who aim to ensure long-term pension savings and conscious self-care.

 

 

Supplement your pension fund savings from your deducted personal income tax!

One of the great benefits of your voluntary fund savings is that you are entitled to a refund of 20% from your personal income tax; i.e. the state will increase the savings on your fund account by this amount (a maximum of 100,000 HUF or, if you retire before 2020, 130,000 HUF).

 

What are the benefits of AEGON Voluntary Pension Fund?

  • You are entitled to a tax refund of 20% on your individual payments (a maximum of 100,000 HUF or, if you retire before 2020, 130,000 HUF).
  • Yields generated on your voluntary fund account are tax-free, thus there is no interest tax on them either.
  • You can designate beneficiaries for the assets accumulated on your voluntary pension fund account, that way you can support not only yourself, but also your loved ones.

 

Please learn more about the main features and advantages of AEGON Voluntary Pension Fund by clicking on the following link! AEGON Voluntary Pension Fund brochure >>


Please click here for further information on the benefits of choosing payments in a Voluntary Pension Fund as a Cafeteria benefit >>

 

 

What kinds of investment portfolios are available?

Offering five types of investment portfolios, our system is designed to ensure that customers may choose the investment mix that matches their age and risk propensity the best. You can switch between the portfolios at any time, depending on the changes of the market.

 

You can find more information about the available portfolios and the costs and risks of switching in our brochure. Investment portfolios in the AEGON Voluntary Pension Fund >>

 

 

Pension funds’ yields beyond inflation rate

 

AEGON Voluntary Pension Fund investment performance closing market value and inflation
  Net return rate
for 2011 (%)		 Average return
rate for 10 years*
(2002-2011) (%)		 Asset increase
indicator for
10 years*
(2002-2011) (%)		 Portfolio assets
31th Dec 2011
(closing market
value) HUF
Classic portfolio 3,34 5,64 5,61 9 711 298
Balanced
portfolio		 0,75 5,17 4,97 69 871 787
Growth portfolio -1,4 7,53 7,12 8 984 119
    Average return
rate for 3 years
(2009-2011) (%)		 3-year asset
increase
indicator
(2009-2011) (%)		  
Expert
Portfolio**		 3,39 7,56 7,34 7 322 216
Climate change
portfolio**		 -8,93 7,66 6,63 1 415 683
* The 10-year average return rate characterizes the performance of the asset manager, while the asset
increase indicator characterizes the average return of the personal accounts of the fund members.
** The Expert and the Climate Change portfolios were launched in February 2008, thus there are no
10-year average rates of returns and asset increase indicators. Instead, we have indicated the average
gains or losses for 2009 or 2011, in accordance with the applicable statutes.
  Inflation for 2011 (Dec/Dec) 10-year average inflation
(2002-2011)
Inflation 3,9% 5,1%
Source: our own funds returned figures and inflation figures received from KSH (Central Statistical Office)

 

 

How can you contact us?

Via telephone or the online customer service you can check your current account balance at any time, change your personal data and perform other transactions from the comfort of your home. Please register if you want to use our online customer service.

 

Should you have questions or remarks, please contact your personal advisor or our staff at:

  • Address: AEGON Magyarország Pénztárszolgáltató Zrt. 1399 Budapest P.O. Box 717
  • Telephone number: +36 1 477 4890
    Our colleagues are at your kind disposal with your questions from Monday to Friday 8:00-18:00, on Thursdays on 8:00-20:00.
  • Customer and sales office

 

You can find the voluntary pension fund entry form by clicking the link. The Hungarian-English form is only for information purposes. For entry, the Hungarian form must be used!



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