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Private Pension - Securities Plan

The Securities Plan is one of LSR’s two Private Pension Plans. The weighting of equities is higher than that of bonds, which means returns may fluctuate to some extent; however, this also comes with expectations of higher long-term returns. The Securities Plan was established on 1 January 2026, when the asset portfolios of Plan I, Plan II, and the Specified Private Pension were merged. The amounts shown on this page are the combined totals of these three Plans, while the return figures are based on Plan I.

Net assets at year-end 2024

16,408

ISK million

Real rate of return 2024

8.5%

Net investment income 2024

1,896

ISK millions

Avg. number of active fund members

2,130

2024

Net assets and returns

Division of assets - Year end 2024

Securities Plan - Assets and Investment Policy

Exchange rate of private pension plans from 2017

Annual Financial Statements

Private Pension’s Annual Financial Statements 2024 (Icelandic)

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Investment Policy

Private Pension’s Investment Policy 2026 (Icelandic)

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Sustainability

Information about sustainability at LSR

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Key information

Securities Plan key information (Icelandic)

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Applications

Applications and forms for private pension savings

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Further information on private pension

Detailed information about private pension savings at LSR.

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