Retirement Plans
Mutual Funds
Invest in our pension schemes and enjoy a carefree and financially independent life even after you stop working.

Retirement Plans

Our Investment Plans

At UBL Funds we are committed to ensuring that our investors have a carefree and financially independent life even after they stop working. Voluntary Pension Schemes offered by UBL Fund Managers allow investors to start saving now in a systematic manner. Investors choose to contribute monthly, quarterly or in any frequency they desire while customizing the plan to their own risk profile. Our Retirement Plans.

Selecting the Right Plan

At UBL Funds we offer both conventional and Shariah Compliant investment options to cater to all types of investors . Please view the available options to see which of the offered plans/funds are most suited to your needs. If you feel that the products available do not meet your requirements , please contact our team using the information provided on the Contact Us Page in this section to guide you further.

Disclaimer: All investment in pension funds are subject to market risks. Past performance is not necessarily indicative of future results. Please read the offering document to understand the investment policies and risk involved. As per Section 63 of Income Tax Ordinance, 2001, an individual or a corporate can have 20% maximum tax rebate on pension funds. Withdrawal from pension fund before retirement shall have tax implications pre-mature withdrawal from Pension funds is subject to tax. Lump sum withdrawal in excess of 50% at or after retirement age will be subject to tax.

Note: Tax credit can only be claimed only once in the minimum 2 year holding period. Consult your tax advisor for more information.