Transferring your pension fund takes just 5 minutes

If you are a client of Swedbank, LHV or SEB you can use your internet bank to switch funds; it doesn’t matter where your pension currently is. In case you do not have access to any of those internet banks, you can use pensionikeskus.ee website.

LHV

If you are a client of LHV bank, this is how you can change funds to Tuleva:

  1. Log in by using the button below
  2. Click on “Manage II pillar pension funds”
  3. Pick from the right your preferred Tuleva fund
  4. Move under the column “My portfolio” Tuleva fund`s share to 100% and others to 0%
  5. Click “Forward”
  6. Choose Tuleva fund where to direct your future contributions and click “Forward”
  7. Use the checkbox to verify that you’ve had the chance to read the Terms and Conditions and sign

Transfer funds on LHV

SEB

If you are a client of SEB bank, this is how you can change funds to Tuleva:

  1. Log in by using the button below
  2. Tick the option “I wish to direct future payments into another fund”
  3. Tick the option “I wish to exchange pension fund units”
  4. Pick your preferred Tuleva fund for your future payments
  5. Pick your preferred Tuleva tund to transfer current units (*if you wish to transfer all units, write “100” into the box, *the exchange is carried out based on monetary value of units)
  6. Click on the black button “Accept”
  7. Check to see that all the selections are correct and sign digitally – you’re done!

Transfer funds in SEB

Swedbank

If you are a client of Swedbank, this is how you can change funds to Tuleva:

  1. Log in by using the button below
  2. Select from upper panel “Pension” and “My pension assets”
  3. Select from the section II Pillar “Choose the fund”
  4. Pick your preferred Tuleva fund for your future payments
  5. Pick your fund from which to transfer current units
  6. Pick your preferred Tuleva fund to transfer current units* (if you wish to transfer all units, write “100” into the box, *the exchange is carried out based on monetary value of units)
  7. Make sure you’ve ticked the boxes in front of your selections
  8. Click on the orange button “Choose”
  9. Tick the box to accept the Terms and Conditions
  10. Click on the orange button “Sign”, sign digitally and you’re done!

Transfer funds in Swedbank

Pensionikeskus

On the Pensionikeskus home page this is how you can change funds to Tuleva:

  1. Log in by using the button below
  2. In the left hand menu pick “My applications”
  3. Pick “Selection application”
  4. Choose, which Tuleva fund you wish to direct your payments into
  5. Check all necessary information, and pay for the application using a bank link (0,65 euros)
  6. Pick “Fund transfer application”
  7. Pick which Tuleva fund you wish to transfer your units into (*the exchange is carried out based on monetary value of units)
  8. Check all necessary information, and pay for the application using a bank link (1,5 euros)

Transfer funds in Pensionikeskus

If you have any other questions we’re here for you! Write to us tuleva@tuleva.ee or call us 644 5100.

Read the terms and conditions of Tuleva World Stocks Pension Fund or Tuleva World Bonds Pension Fund. Have a look at fund manager Tõnu’s article on our investment strategy and if necessary, consult an expert.