1. FAQ items
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  3. I want to participate in III. pillar, what funds do you offer me?

I want to participate in III. pillar, what funds do you offer me?

Only in DDS Tatra banky you can choose a fund that adapts to your age. A well-chosen Comfort lifeTB fund manages your savings by investing with an emphasis on returns at the beginning of saving and stability at the end. During the entire savings period, it automatically adjusts the ratio of growth and conservative assets so that conservative assets such as bonds, term accounts, etc. prevail in the pre-retirement period. You can find more information about the investment strategy on our website in the Comfort lifeTB section.

Which supplementary pension fund should I choose?

The name of the fund reflects the expected retirement period of the saver. The fund combines clients with expected retirement 5 years before and 5 years after the year indicated in its name. When choosing a fund, you follow a simple rule, namely your year and month of birth. Based on it, the expected retirement age is calculated and, accordingly, it is determined which fund is suitable for you.

What should I do if I want to stay in dynamic strategy and don't want to change it until I retire?

You can currently save in the Comfort lifeTB 2060 fund, as it uses the most dynamic asset management. Since all Comfort lifeTB funds use the principle of conservation, over time it will be necessary to switch to a more dynamic fund.

Need advice?


www.tatrabanka.sk | Dialog: *1100 | Tatra banka a.s.
https://www.tatrabanka.sk/en/dds/faq-items/i-want-participate-iii-pillar-what-funds-do-you-offer-me/