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
Composition of assets 2017–2024
Securities Plan - Assets and Investment Policy
Exchange rate of private pension plans from 2017
*On 1 January 2026, the investment plans Plan I, Plan II and the Specified Private Pension were merged into the investment plan Securities Plan. The historical returns published on this page relate to Plan I. Looking ahead, the investment strategy of the Securities Plan involves lower risk than the investment strategy of Plan I. This may result in lower expected returns than in Plan I, but correspondingly higher expected returns than in Plan II.