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Reports and prospectuses

Changes in the names of Swedbank’s pension plans from 1 April 2026. Find out more

New names of Swedbank’s pension plans

The new names follow the basic principles set by the Bank of Latvia, making them simpler and more intuitive.

The renaming of the plans does not affect the investment strategy or structure of these plans. The names include the name of the bank, the investment structure, and the target age group.

Swedbank’s 2nd pillar pension plans:

Names until 31.03.2026 New names from 01.04.2026
Pension Investment Plan Stability Swedbank Plan Stability 60+
Pension Investment Plan Dynamics Swedbank Plan Balanced 55–59
Swedbank Investment Plan Dynamics Index Swedbank Plan Dynamics Index 15–54
Swedbank Investment Plan 1970+ Swedbank Lifecycle Plan 1970+
Swedbank Investment Plan 1980+ Swedbank Lifecycle Plan 1980+
Swedbank Investment Plan 1990+ Swedbank Lifecycle Plan 1990+
Swedbank Investment Plan 2000+ Swedbank Lifecycle Plan 2000+

Swedbank’s 3rd pillar pension plans:

Names until 31.03.2026 New names from 01.04.2026
Swedbank Pension Plan Stability+25 Swedbank Pension Plan Stability 55+
Swedbank Pension Plan Dynamics+60 Swedbank Pension Plan Balanced 50–54
Swedbank Pension Plan Dinamika+100 Swedbank Pension Plan Dynamics 18–49
Swedbank Pension Plan Dynamics Index Swedbank Pension Plan Dynamics Index 18–49
  • Swedbank Lifecycle Plan 1970+ (LV)
  • Swedbank Lifecycle Plan 1980+ (LV)
  • Swedbank Lifecycle Plan 1990+ (LV)
  • Swedbank Lifecycle Plan 2000+ (LV)
  • Swedbank Plan Balanced 55–59 (LV)
  • Swedbank Plan Stability 60+ (LV)
  • Swedbank Plan Dynamics Index 15–54 (LV)
  • Swedbank Lifecycle Plan 1970+ (LV)
  • Swedbank Lifecycle Plan 1980+ (LV)
  • Swedbank Lifecycle Plan 1990+ (LV)
  • Swedbank Lifecycle Plan 2000+ (LV)
  • Swedbank Plan Balanced 55–59 (LV)
  • Swedbank Plan Stability 60+ (LV)
  • Swedbank Plan Dynamics Index 15–54 (LV)
2025. year Investment plan "Pension"
4rd quarter Stability (LV) Dynamics (LV) 2000+ (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
3rd quarter Stability (LV) Dynamics (LV) 2000+ (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2nd quarter Stability (LV) Dynamics (LV) - 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
1st quarter Stability (LV) Dynamics (LV) - 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2024. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
3rd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2nd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
1st quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2023. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
3rd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2nd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
1st quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2022. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
3rd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2nd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
1st quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2021. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
3rd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2nd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
1st quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2020. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
3rd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2nd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
1st quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2019. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
3rd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2nd quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
1st quarter Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2018. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV) 1990+ (LV)
3rd quarter Stability (LV) Dynamics (LV) 1990+ (LV)
2nd quarter Stability (LV) Dynamics (LV) 1990+ (LV)
1st quarter Stability (LV) Dynamics (LV) 1990+ (LV)
2017. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2016. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2015. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2014. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2013. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2012. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2011. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2010. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2009. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2008. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2007. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2006. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2005. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2004. year Investment plan "Pension"
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
February Stability (LV) Dynamics (LV)
January Stability (LV) Dynamics (LV)
2003. year Investment plan "Pension"
Decembris Stability (LV) Dynamics (LV)
4th quarter Stability (LV) Dynamics (LV)
November Stability (LV) Dynamics (LV)
October Stability (LV) Dynamics (LV)
3rd quarter Stability (LV) Dynamics (LV)
August Stability (LV) Dynamics (LV)
July Stability (LV) Dynamics (LV)
2nd quarter Stability (LV) Dynamics (LV)
May Stability (LV) Dynamics (LV)
April Stability (LV) Dynamics (LV)
1st quarter Stability (LV) Dynamics (LV)
  • Notice regarding the change of the plan titles
  • New rules on mandatory communication with 2nd pillar pension plan participants plans enter into force as of 01.07.2024
  • Report on the implementation of Shareholder Engagement Policy (01.01.2024 - 31.12.2024) (LV)
  • Report on the implementation of Shareholder Engagement Policy (01.01.2023 - 31.12.2023) (LV)
  • Report on the implementation of Shareholder Engagement Policy (01.01.2022 - 31.12.2022) (LV)
  • Report on the implementation of Shareholder Engagement Policy (01.07.2021 - 30.06.2022) (LV)
  • Notice on amendments to the provisions of the investment policy in the prospectus of the investment plan “Stabilitāte” as of 22.08.2022
  • Notice on changes in the Environmental and/or Social Principles of Pension and Investment Plans dated 22.12.2021
  • Report on the implementation of Shareholder Engagement Policy (01.07.2020. - 30.06.2021.) (LV)
  • Report on the implementation of Shareholder Engagement Policy (17.10.2019. - 30.06.2020.) (LV)
  • About changes of the fixed fee for investment plan "Stabilitāte" (22.06.2017) (LV)
  • About reduction of the fixed fee for investment plan "Stabilitāte" (10.05.2017) (LV)
  • Of delegation of services 01.09.2015. (LV)
  • Of delegation of services 12.12.2014. (LV)
  • Of delegation of services 14.03.2014. (LV)
  • Of delegation of services 07.03.2014. (LV)
  • Of delegation of services 16.11.2010. (LV)
  • Of delegation of services 15.11.2010. (LV)
  • Of delegation of services 05.11.2010. (LV)
  • Of delegation of services 05.05.2009. (LV)
  • Of delegation of services 03.07.2007. (LV)
Year Investment plan
2025 Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV) 2000+ (LV)
2024 Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2023 Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2022 Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2021 Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV) Dynamics Index (LV)
2020 Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2019 Stability (LV) Dynamics (LV) 1990+ (LV) 1980+ (LV) 1970+ (LV)
2018 Stability (LV) Dynamics (LV) 1990+ (LV)
2017 Stability (LV) Dynamics (LV)
2016 Stability (LV) Dynamics (LV)
2015 Stability (LV) Dynamics (LV)
2014 Stability (LV) Dynamics (LV)
2013 Stability (LV) Dynamics (LV)
2012 Stability (LV) Dynamics (LV)
2011 Stability (LV) Dynamics (LV)
2010 Stability (LV) Dynamics (LV)
2009 Stability (LV) Dynamics (LV)
2008 Stability (LV) Dynamics (LV)
2007 Stability (LV) Dynamics (LV)
2006 Stability (LV) Dynamics (LV)
2005 Stability (LV) Dynamics (LV)
2004 Stability (LV) Dynamics (LV)
  • Swedbank Lifecycle Plan 1970+ (LV)
  • Swedbank Lifecycle Plan 1980+ (LV)
  • Swedbank Lifecycle Plan 1990+ (LV)
  • Swedbank Lifecycle Plan 2000+ (LV)
  • Swedbank Plan Balanced 55–59 (LV)
  • Swedbank Plan Stability 60+ (LV)
  • Swedbank Plan Dynamics Index 15–54 (LV)
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“Swedbank” AS
Balasta dambis 15, Riga,
LV-1048, Latvia
BIC/S.W.I.F.T.: HABALV22
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