Tax & Revenue BOE Importance: 4/10

Mandatory classification of pension funds according to their investment policy

18 Sep 2026 Effective: 02 Jan 2027 31 views
Who is affected:
Management companies and pension funds registered in the Special Register; participants and beneficiaries

Summary

Pension funds must be classified according to their investment policy so that participants can better compare products. The regulation enters into force on January 2, 2027.

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Orden ECM/973/2026 establishes an official typology of pension funds according to their investment policy, transferring to the public sphere a classification that has been used internally with the supervisor since 2019. Management companies must update the key information document for participants, operating rules and …

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Full official title

Orden ECM/973/2026, de 9 de septiembre, por la que se determina la tipología de los fondos de pensiones para su clasificación en función de su política de inversión.

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Affected sectors

Self-employed SMEs

Categories

Tax & Revenue Labour & Employment Corporate & Business Data Protection Social Security European Regulations Grants & Subsidies Other Regulations Public Sector Education Energy Agriculture & Fisheries Real Estate

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