Switch your pension plan to Openbank

We'll help you switch it over from the comfort of your own home and with no fees. Call us on 91 177 33 16 or 900 10 2938.

We'll call you

Tax relief

For every €1,000¹ you invest, you’ll save up to €450 on your income return, depending on your income and contributions.

From €6 and with no fees

Invest from €6, with no transfer or custody fees. Only the asset manager's fees apply.

Wide range of 40 plans

Take your pick from 40 pension plans from different asset managers to suit your needs at any given time.

Set up automatic contributions and relax

Increase your investment with automatic contributions. Just choose the amount and how often you want to make it.

What is a pension transfer?

A pension transfer involves switching one or several pension plans from one financial provider to Openbank.

This process is straightforward and tax-efficient. Plus, at Openbank, we don't charge any fees.

All you need to do is let us know the pension plan you want to switch your current plan to. You have two options:

Choose one of the plans we offer at Openbank. In this case, you would be changing plans and financial provider.
Keep the one you currently have, if it is available in our selection of plans. In this case, you would be keeping the same pension plan and only changing provider.

How can you switch your pension plan?

Do it yourself

Fill out this document, sign it and upload it to the Customer Area of the website.

Go to your profile and click "Documentation". Next click "More options" and then "Upload documentation". Select the "Investments: Pension Plans" process and upload the relevant documents.

See document

We'll call you

If you prefer, leave your details on the form below and our team of AFI²-certified investment specialists will help you with the process.

Choose when you want us to call you, from Monday to Friday from 8:00 a.m. to 8:00 p.m.

We'll call you

Any investment carries a certain level of risk, including the lack of return and/or loss of principal invested
The risk rating, fees and information for each of the Pension Plans marketed by Open Bank, S.A. are set out in the corresponding Prospectus or Key Investor Information Document (KIID), available on the individual page of each plan at www.openbank.es/en.

To calculate this amount, we have assumed that a person has the maximum rate of tax withholding of their personal income tax (IRPF) (45%). Tax savings depend on each customer’s personal circumstances and may change in the future.
AFI, Analistas Financieros Internacionales is an independent leading Spanish provider of consultancy and training services in economics and finance.

Want to get in touch with us?

We make it simple. Give us a call on 91 117 33 16 or 900 10 29 38 and our team of investment specialists will be happy to help (Mon-Fri 8 a.m. to 8 p.m.).

91 177 33 16 or 900 10 29 38

We will call you back using the phone number and name provided. We will not store or use this information for any other purpose. For further information on the legal aspects of this process, specifically how we protect your privacy, click here.

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