You are here: Personal Banking > Investments & Insurance > HDFC Unit Linked Pension Plus                                                 

Unit Linked Pension Plus
Overview
Tax Benefits
Unit Linked Pension Plus
The HDFC UNIT LINKED PENSION PLUS is an insurance policy that is designed to provide a retirement income for life with the freedom to maximise your investment returns. Stride into your golden years of retirement with dignity and pride.

Use HDFC Standard Life's excellent investment options to maximise your savings and secure income after retirement. Don't compromise on self-respect, ever. Go ahead, hold your head high and enjoy life with HDFC Unit Linked Pension Plus.

Features
The HDFC UNIT LINKED PENSION PLUS gives you:

Post-retirement income for life.
An outstanding investment opportunity by providing a choice of thoroughly researched and selected investments.
Regular Loyalty Units to boost your fund value every year.
Low fund management charges designed to give you great maturity values.
Flexibility to plan your retirement date.
Freedom to invest premiums as per your preference.

You can choose your premium and the investment fund or funds. HDFC Standard Life will then, invest your premium, net of premium allocation charges, in your chosen funds in the proportion you specify.

Benefits
The HDFC UNIT LINKED PENSION PLUS benefits you in the following ways:

In the event of policyholder's unfortunate demise before the end of the policy term, HDFC Standard Life will pay the unitized fund value to the nominee.
On the chosen vesting date, the policyholder will get the accumulated value of funds, which will be used to provide pension income. You can
  • Take 1/3rd of the fund value as tax-free cash lump sum and purchase annuity with the balance amount.
  • Purchase annuity from HDFC Standard Life or any other insurer.


In this policy, the investment risk in investments portfolio is borne by the policyholder.

The name of the company 'HDFC Standard Life Insurance Co. Ltd.' & plan 'HDFC Unit Linked Pension Plus Form no. P501-18 & 34/A, UIN 101L029V01' do not, in any way, indicate the quality of the plan, its future prospects or returns. All Unit Linked Life Insurance Plans are different from traditional insurance plans & are subject to different risk factors. In HDFC Unit Linked Pension Plus the investment risk in your chosen investment portfolio is borne by you. Kindly acquaint yourself with the associated risks and the applicable charges from our Relationship Manager/Product Brochure/Policy Document of the insurer.This product is underwritten by HDFC Standard Life. For more details on the risks factors, terms & conditions please read the sales brochure carefully before concluding a sale. Registration No: 101.Certified Corporate Agent's License No. 933982.


Insurance is the subject matter of the solicitation.

  Invest now
E-mail this page Print this page
Call us
Let us call you
Visit a Branch
Mudra Goldbars
Grow your savings in a Recurring Deposit and get life cover too.