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Shinhan Securities sets up pension customer management team
En breve
Shinhan Investment Securities said it created a pension customer management team this year to run life-cycle retirement pension services, including a “Welcome Call” within three days of account opening for new DC and IRP customers. The team has provided about 200 “Shinhan Premier Pension Consulting” sessions and added a mobile consultation application service in August. The company said pension management after enrolment matters more as the retirement pension market grows.
Leer la noticia completa 2 min de lectura
Shinhan Investment Securities said it created a pension customer management team this year and is strengthening pension services organised around customers’ life cycle. The company said the move reflects the growing size of the retirement pension market and the increasing importance of management after enrolment — including investment product selection, asset allocation, reviewing management strategy and drawing up pension receipt plans — rather than product provision alone. [ 1 , 2 ]
The team offers a “Welcome Call” to new DC (defined contribution) and IRP (individual retirement pension) customers, providing guidance within three days of account opening on the retirement pension system, how to use the account and how to use mobile asset management services, according to the company. It also matches customers one-to-one with pension private bankers called “pension stars,” who provide investment information and asset management solutions suited to the customer’s investment propensity and holdings. [ 1 , 2 ]
The company said its “Shinhan Premier Pension Consulting” service supports severance income tax saving strategy simulations, pension receipt plans and customised pension reports. It also operates a “C-level consulting” service for corporate chief executives and senior executives, analysing asset structures, tax issues and retirement plans and proposing asset management measures. Shinhan Investment Securities said the team has provided about 200 pension consultations since it was set up, and that it added a mobile consultation application service in August so customers can request consultations without visiting a branch or making a separate call. [ 1 , 2 ]
Jung Yong-wook, head of Shinhan Premier at Shinhan Investment Securities, said pension is a financial product for which management after enrolment is more important, adding that the company will continue to expand its customer management services and pension solutions so customers can get practical help when they need it. [ 1 , 2 ]
Newsis carried a headline reporting that the brokerage created the pension customer management team and strengthened customised management, but the article text attached to that document covered a parliamentary audit of the Supreme Court and contained no further detail on the pension service. [ 3 ]
Por qué importa
The announcement points to competition among South Korean brokerages over retirement pension customers, where the documents say post-enrolment management, rather than product sales alone, is becoming the focus. For readers, it indicates more advisory and consulting options around defined contribution and individual retirement pension accounts, though the documents give no figures on cost or outcomes.
Datos clave
- Shinhan Investment Securities said it established a pension customer management team this year. [ 1 , 2 , 3 ]
- The team provides pension management services based on customers’ investment propensity, asset status and retirement readiness. [ 1 , 2 ]
- New DC (defined contribution) and IRP (individual retirement pension) customers receive a “Welcome Call” with guidance on the pension system, account use and mobile asset management within three days of opening an account. [ 1 , 2 ]
- Customers are matched one-to-one with pension private bankers called “pension stars.” [ 1 , 2 ]
- The “Shinhan Premier Pension Consulting” service includes severance income tax saving simulations, pension receipt plans and customised pension reports. [ 1 , 2 ]
- About 200 pension consultations have been provided since the team was created. [ 1 , 2 ]
- A mobile consultation application service was introduced in August. [ 1 , 2 ]
- Jung Yong-wook, head of Shinhan Premier at Shinhan Investment Securities, said pension is a financial product where management after enrolment is more important. [ 1 , 2 ]
Confirmado por varias fuentes
- Shinhan Investment Securities said it created a pension customer management team this year. [ 1 , 2 , 3 ]
- The team provides services covering customers’ investment propensity, asset status and retirement readiness. [ 1 , 2 ]
- New DC and IRP customers are given a “Welcome Call” with guidance within three days of opening an account. [ 1 , 2 ]
- Customers are matched one-to-one with pension private bankers called “pension stars.” [ 1 , 2 ]
- About 200 “Shinhan Premier Pension Consulting” sessions have been provided since the team was created. [ 1 , 2 ]
- A mobile consultation application service was introduced in August. [ 1 , 2 ]
Aún sin aclarar
- What details, if any, the Newsis report carried about the pension team. The article text attached to the Newsis document concerns a parliamentary audit of the Supreme Court rather than the pension team, so only its headline supports the announcement.
- The size of the team, its staffing and any financial targets for the service. The documents describe services and consultation numbers but give no staffing or target figures.