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Save & Invest

Plan ahead for yourself and those that matter the most to you

As simple as that.

Saving & investing doesn’t have to mean locking yourself into a fixed plan that you have no control over.

Ancoria offers flexible and transparent alternatives to closed-door insurance plans, backed by one-on-one guidance from our experienced team.

You can design your own life policy, customised to your unique needs. Contact us to set up your life policy with Ancoria today.


Contact us

Ancoria Life Policy

 

The ideal tool for reaching your financial goals.

Irrespective of how old you are, Ancoria offers customised life savings plans in the form of a life insurance policy.

The amounts you pay in to the plan are placed in Ancoria Funds of your choice. Forget lock-up periods; on any day from the start of the Plan, you can partially or fully withdraw your money. You can also nominate beneficiaries who will be entitled to 101% of your policy balance in case of death.


Frequently asked questions

Ancoria Simple
Ancoria Simple

At Ancoria we don’t charge agent fees and all your payments are invested in your policy completely from day one. Our online investment platform, Ancoria OnLine, is easy to use and available 24/7.

Ancoria Flexible
Ancoria Flexible

There are no minimum or fixed payments with Ancoria. Invest in a wide variety of globally diversified funds, or choose one of our asset allocation funds. If you want to tweak your portfolio, just log in to your Ancoria account.

Ancoria Transparent
Ancoria Transparent

We believe in informed investors and open doors. Monitor your fund performances and portfolio online in real time. Fund performances and fees are fully transparent.

Ancoria Personalized
Ancoria Personalized

Every time you need us, you’ll be speaking to our experienced in-house customer service team who will lay out your options clearly so you can invest smarter. Clients with balances above 50,000 SEK also enjoy the benefit of a dedicated account manager.

Reached a milestone?

Get ready for the next one.

Whether it's your first job or your next big business, an Ancoria Life Policy can prepare you better for the next big step.


First job?

A flexible Ancoria Life Policy can help you:

  • Save towards your first house or apartment
  • Set out early on a solid path toward financial well being
  • Prepare for your next big step

Growing family?

Financial planning will make sure you can:

  • Save regularly for your children’s education
  • Provide for your family if something happens to you or you lose your job

Big promotion?

Setting realistic financial goals is the key to growing your wealth. With Ancoria, you can:

  • Grow your wealth more efficiently than you would with traditional bank savings plans
  • Lower your risks by saving and investing in globally diversified instruments
  • Cover unexpected long-term health care expenses

Empty nest?

You’ve worked hard for your money. Now make it work for you. With our help, you can:

  • Grow your nest egg, because state pension is usually inadequate
  • Leave behind an inheritance for your family exactly the way you want it

Ready to invest?


The project was submitted under the Digital Transformation for Business Program and is co-funded by the European Regional Development Fund and the Republic of Cyprus.