Juan Castells
By
Soley, Jorge
This is about the benefits which an individual can receive from an investment fund, a retirement scheme and a pension plan to complement their social security or state pension. The features of each of these financial tools are analyzed, along with their financial implications, allowing the student to make the necessary calculations to evaluate the amount offered by the different alternatives at the time of retirement, and from then on until the end of their life.
Collection: IESE (España)
Ref: F-601-E
Format: PDF
Number of pages: 19
Publication Date: Dec 4, 2008
Language: English, Spanish
Review date: Jun 12, 2007
Description
This is about the benefits which an individual can receive from an investment fund, a retirement scheme and a pension plan to complement their social security or state pension. The features of each of these financial tools are analyzed, along with their financial implications, allowing the student to make the necessary calculations to evaluate the amount offered by the different alternatives at the time of retirement, and from then on until the end of their life.
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Geographic Setting: España
Learning Objective
The idea is that the student should not only think about the quantitative result, but also the different qualitative points to be considered in each of the alternatives, as it would be a mistake to compare a financial policy (investment fund) with two insurance policies (retirement scheme and pension plan) only in quantitative terms.
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