Lifeplan was founded in 2007 by finance experts Karl Erlandzon (Ph.D) and Evert Carlsson (Ph.D), both of whom have conducted extensive research within the field of long-term financial investments. Karl Erlandzon remains within the company as its CEO.
Our business model is based on the concept that it should be easier to make the right choices when it comes to your pension. As providers of completely impartial and algorithm-based pension advice, Lifeplan has succeeded in bringing a refreshingly unique concept to the Swedish pension landscape.
Today more than 600 companies in Sweden offer their employees Lifeplan and we currently have 30 billion SEK under advice. In 2012, Lifeplan became a subsidiary of the Benify Group. Benify is Sweden’s leading company within employee compensation and benefits.
Lifeplan AB (556734-5649) is a member of Svenska försäkringsförmedlares förening (SFM) and is regulated by the Swedish Financial Services Authority.
Since October 1st 2018 Lifeplan acts as an affiliated agent to securities company Waizer AB org. 559018-9303 regarding investment advice. This can be verified by Bolagsverket.
Waizer AB is a sister company to Lifeplan AB and is under the supervision of the Swedish Financial Service Authority.
The challenges of today’s pension landscape
At Lifeplan, we believe that the best pension advice is always honest and transparent. We’re completely independent, meaning that we won’t receive any kickbacks or commissions by advising you to invest in a certain fund.
Below, we have put together some articles which highlight the major challenges across today’s pension- and advisory industry: