KB Securities "Operating Pension Master Program to Strengthen Customer-Centric Pension Services"

Operating the Pension Master Program Based on Field Experience
Continued Provision of Customer-Centric Pension Services

On March 27, KB Securities announced that it is operating the "Pension Master" program to help customers manage their pensions more easily and systematically, thereby strengthening its competitiveness in pension services by offering pension management services that customers can truly experience.

Pensions are a financial area where understanding and decision-making during the management and operation process are more important than at the time of enrollment. However, many customers do not receive appropriate guidance or management due to the complexity of pension systems and product structures. KB Securities explained that it is running the "Pension Master" program as a field-based system to address these customer inconveniences.

The "Pension Masters" are pension specialists assigned to each branch, consisting of employees whose expertise in pension systems and products, as well as counseling and management capabilities, have been verified. Pension Masters act as "dedicated pension partners," checking customers’ pension status together and guiding them in directions suitable for their life cycle.

KB Securities' Pension Masters provide consultations on pension receipt timing and methods, explain tax benefits and systems, and offer advice on the structure and management points of customers’ pension assets. Through this, customers are supported in more easily understanding and preparing for pension decisions that are often overlooked. This reduces the burden of having to search for complex pension information on their own, enabling them to better prepare for a more stable retirement.

Pension Master meetings are held regularly once a month, during which customer feedback gathered in the field and pension market trends are shared and analyzed to identify areas for service improvement. At the meeting held on the 25th, practical discussions took place to enhance the service, focusing on improving guidance methods and digital pension content to better increase customer understanding, based on customer inquiries and counseling cases.

Song Sang-eun, Head of the Pension Group at KB Securities, emphasized, "Pension Masters play a key role in listening to customers' voices first in the field and proactively delivering the information customers need based on that feedback," adding, "We will continue to expand our customer-centric pension services through the Pension Master program."

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