Mobilisation of savings insurances

Saving for the future can be dynamic. You can mobilise your savings insurance with new benefits and without tax consequences.

Do you want to know if you are eligible to become a member of Mutualidad?

Who can be a member of Mutualidad?

How does it work?

At Mutualidad you have the freedom to change your insurance policy whenever you want, and choose the one that best suits your needs. If you decide to mobilise savings insurance, you can move the capital from one institution to another, without tax consequences and simply and quickly.

If you want to make a transfer to our organisation, the process consists of a series of procedures to follow.

To get started, please request the transfer of your vested rights and tell us what your original plan was. We take care of communicating this to the entity.

Within a maximum of five working days of receiving the communication, they must carry out the transfer.

Advantages of mobilisation

Decide freely what suits you best and obtain new benefits.

No taxation, no withholding

No associated costs

Flexibility and freedom

Savings insurance products

Choose the one that suits your needs and gain peace of mind.

Cheerful young man having phone conversation via TWS earbuds sitting on lounger

Plan Ahorro 5

Save without taxes

Exempt from taxation from the 5th year onwards
Excellent return
Maximum contributions of €5,000/year
Possibility of mobilisation from one entity to another
Redemption from the first year

Plan Junior

Save and protect your future

Savings and protection for the youngest members of the household
With the excellent returns of Mutualidad de la Abogacía
So that they can fulfil their dreams without anything holding them back
Withdrawals possible after the first year
No commissions and minimum charges

We will tell you more

Do you want to transfer your savings to Mutualidad? Contact us through the channels provided or fill in the form so that an advisor can contact you and help you with the procedure. We will be happy to help you with your questions!

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