Clients invested in securities have good reason to be satisfied as this year draws to an end: in 2012, securities experienced a positive trend in terms of asset value appreciation.
Apart from the straightforward account solution, our investment solutions remain extremely popular: the number of clients holding securities in our Vested Benefit Foundation has increased from 22.7% at the beginning of 2012 to 28.7% at the end of the year (December 2012) – an increase of about 6%. The 3a Retirement Savings Foundation experienced a similar trend: nearly every third client (30.6%) has invested in securities. Sustained by this positive trend, the overall share of client assets held in the form of securities has increased by 43% and 23% respectively for the Vested Benefit Foundation and the 3rd pillar Foundation since the beginning of the year, whereby the strongest growth was experienced in the late summer.
Securities are certainly a solution worth considering, as an alternative to an interest-bearing account, for pension-holders with a longer time horizon. For further information, contact your consultant or Ms Daniela Addorio at Liberty Pensions.