Pensions and Insurance

Our occupational pension services are available to clients with at least SEK 2 million in occupational pension assets.

The process begins with a simple power of attorney that allows our pension specialists to collect relevant information from your current pension providers. We review and analyze your existing arrangements, providing a comprehensive overview of your pension structure, costs, and conditions — enabling you to make informed decisions about your future

We begin by obtaining authorization to access your relevant information and review which existing insurance policies may be eligible for transfer. We then assess your current solutions and identify opportunities to move to arrangements with improved terms and conditions.

Mangold is compensated through management fees and brokerage commissions generated from securities transactions. We do not accept commissions from mutual fund providers or insurance companies, helping to ensure greater transparency and reduce potential conflicts of interest.

Our focus is always on identifying solutions that best align with your needs and objectives. This approach helps keep costs transparent and minimizes the risk of unnecessary fees for you as a client.

At Mangold Private Banking, your investment adviser takes the time to understand your financial situation, goals, preferences, and risk profile. This forms the foundation for tailored solutions designed around your unique circumstances and long-term objectives.

You can access your portfolio online or through our app at any time, giving you a clear overview of your investments and the performance of your portfolios. As a Mangold Private Banking client, you always have direct access to your dedicated adviser, including their personal phone number, ensuring quick and personal support whenever you need it.