On March 31, 2026, IPAS “CBL Asset Management” will change the names of its 2nd pension pillar plans. From now on, each plan's name will include the corresponding age group to help you choose the most suitable savings solution.
New plan names
- “C Akciju indeksu plāns 15–50” (previously “CBL Indeksu plāns”)
- “C Ilgtspējas plāns 15–50” (previously “CBL Ilgtspējīgu iespēju ieguldījumu plāns”)
- “C Aktīvais plāns 51–60” (previously “CBL Aktīvais ieguldījumu plāns”)
- “C Universālais plāns 61+” (previously “CBL Universālais ieguldījumu plāns”)
Please note that only the pension plan names will change, and no additional action is required from you. The renaming does not affect the allocation of your savings across financial instruments and assets.
Additionally, updated Privacy Policy of IPAS CBL Asset Management will enter into force on April 1, 2026.
We are committed to protecting your privacy and want to provide you with clearer and more detailed information about how your data is processed. The updated policy is written in straightforward language, in line with legal requirements and best practices in the financial sector.
You can read the updated policy here: https://www.citadele.lv/en/useful/personal-data/cbl-asset-management-rules/
The policy will take effect automatically – you do not need to take any further action.
If you have any questions, please contact us via the mobile app, online bank, or by calling 6701 0000.