Korea Post Securities Opens 'Visiting Pension Asset Management Center'
[Asia Economy Reporter Minji Lee] Korea POS Securities announced on the 19th that it has opened the ‘Visiting Pension Asset Management Center’.
The Visiting Pension Asset Management Center is a service where pension experts visit customers directly to provide detailed consultations on pensions and IRP.
The services provided at the Visiting Pension Asset Management Center include customized asset management consultations, pension consulting, and account opening processing. It also offers a rebalancing service that diagnoses the investment products held by customers and reallocates assets according to their investment tendencies and retirement timing. This service enables thoroughly customized asset management consultations tailored to each customer.
Applicants can receive pension consulting on tax-saving strategies through pension savings and IRP, utilization of tax systems, pension receipt and management methods after retirement, and more. Additionally, for customers wishing to open accounts, one-stop processing support will be provided for pension savings account opening, subscription, and pension savings transfer tasks.
Korea POS Securities opened an online Pension Asset Management Center in May last year. Expanding on this, it plans to directly visit places where online investing is inconvenient, such as workplaces with five or more people, clubs, and gatherings. Anyone interested in preparing retirement funds or those new to pensions and IRP who do not know where to start can apply.
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Seunghyun Kim, Executive Director of Korea POS Securities, said, “Korea POS Securities, which holds about 2,200 funds including pension savings, IRP, and general funds, can provide objective fund recommendations tailored to customer preferences,” adding, “We will take the lead in efforts to provide services that align with the public and communal interests, which is the founding purpose of Korea POS Securities.”
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