Background

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 900 companies in Sweden offer their employees Lifeplan and we currently have more than 100 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.

Licenses

Lifeplan AB (556734-5649) is a member of Svenska försäkringsförmedlares förening (SFM) and is regulated by the Swedish Financial Services Authority.

Since October 1^st 2018 Lifeplan acts as an affiliated agent to securities company Waizer AB org. 559018-9303 regarding investment advice. This can be verified by Bolagsverket.

Read more about Waizer here.

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: