Savings & Retirement

The future rewards preparation.

Savings solutions should reflect your goals, time horizon and profile. We help you work through those choices.

Couple planning savings and financial goals in a Lisbon home

Our solutions

Two ways to build for the future.

Explore the key features and the latest performance history published by Generali Tranquilidade.

PPR · Medium/long term

Tranquilidade PPR

A medium- and long-term savings solution designed to complement retirement income through a diversified portfolio with sustainability criteria. Scheduled contributions start at €25, you can add to it at your own pace and it may qualify for statutory tax benefits where applicable.

3/7Risk
5 anos + 1 diaRecommended term
25 €Scheduled contributions
Cumulative return22.84%since May 2023 · data at 30 September 2026
Annualised average since launch6.3%
20236.3%
20246.8%
20254.4%
20263.57%
Sustainable investment · SFDR Article 9

Tranquilidade Investimento Verde

A unit-linked solution connected to funds that follow environmental, social and governance criteria and classified under SFDR Article 9. It is designed for investors who accept market fluctuations and seek long-term growth potential, with an initial investment from €2,000 and additional contributions from €500.

3/7Risk
8 anos + 1 diaRecommended term
2.000 €Initial investment
Cumulative return18.57%since May 2023 · data at 30 September 2026
Annualised average since launch5.2%
20236.0%
20245.6%
20251.8%
20264%

Already have a pension savings plan elsewhere?

We can help arrange the transfer.

We review your current plan, confirm the terms and support the documentation needed to transfer it to Generali Tranquilidade. This lets you consolidate support with one point of contact and reassess whether the solution still matches your time horizon and risk profile.

Transfers are subject to the terms of the original plan, the receiving product and applicable law. We confirm any charges and required documents in advance.
Request a transfer review

Illustrative scenarios

See how time and consistency can make a difference.

Compare the essential figures while keeping the assumptions in view. These examples are illustrative only and do not guarantee future returns.

Pension plan · regular saving

Starting early can matter more than starting big.

Three monthly saving levels, from age 25 to 65.

€50 / month
Total paid in
€24,000
Estimated value at 65
€70,116
€150 / month
Total paid in
€72,000
Estimated value at 65
€210,348
Horizon: 40 yearsAssumed annual return: 5%Risk 3/7
Green Investment · lump sum

Give available capital a goal and a time horizon.

Three initial amounts over a horizon of 8 years and 1 day.

€5,000
Estimated gross value
€7,645
Estimated net value
€7,349
€50,000
Estimated gross value
€76,455
Estimated net value
€73,492
Horizon: 8 years + 1 dayAssumed annual return: 5.45%Risk 3/7
Performance notice

The returns shown represent past performance and do not guarantee future returns. PPR and Green Investment figures are updated to 30 September 2026, based on data published by Generali Tranquilidade. The annualised average is calculated from the cumulative return since launch on 22 May 2023 and rounded to one decimal place. Before subscribing, the client's profile, risks, costs and applicable pre-contractual documentation must be reviewed.

1

Define the goal

Retirement, an emergency fund, education or another project.

2

Understand the horizon

Time affects the solution and contribution approach.

3

Review over time

Needs change, and the strategy may need to change too.

Talk to us before deciding.

This information is general and does not replace analysis of the terms, risks, costs and pre-contractual documents for each solution.

Request an assessment
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