KB Securities Overhauls 'My Pension' Service

Stronger Integration from Pension Asset Inquiry and Analysis to Investment
Enhanced Convenience in Pension Management

KB Securities announced on October 2 that it has completely revamped the pension service 'My Pension' within its mobile trading system (MTS) 'KB M-able.'

This overhaul focused on improving user convenience so that customers can more easily and quickly confirm their pension assets and seamlessly move from asset inquiry and analysis to actual investment.

First, 'My Pension,' which previously had a unified structure, was divided into 'Account Status' and 'Investment Status' sections, enabling customers to check the information they need more intuitively.

In the 'Account Status' section, users can view key account information at a glance, including total valuation amount, deposit information, and tax deduction status. The 'Investment Status' section allows users to instantly check their holdings by product, and offers a variety of sorting options such as valuation amount, rate of return, profit and loss amount, and purchase amount. Filters by retirement pension contribution type are also provided, making it easier to quickly review desired pension information.

The functions to understand and analyze pension management status have also been strengthened. The rate of return can now be checked not only based on the total deposit amount, but also on the amount actually invested. Major pension information such as total deposits, contribution limits, and the proportion of high-risk assets are shown on a single screen. In addition, trends in rates of return and comparative data with the average and top 10% are visualized, allowing users to more intuitively evaluate their pension management status.

The connection between inquiry and investment has also been enhanced. After checking their holdings, users can immediately access real-time price information and trading screens, reducing the need to navigate through separate menus. The number of items that can be displayed on one screen has also been increased, further improving convenience for customers holding multiple products.

Detailed views for each product have been refined to improve consistency and readability, making it easier to find necessary information. Product-specific information layouts and graph expression methods have been unified. For deposits, maturity dates and agreed interest rates are clearly displayed. For default options, major details such as investment percentages by constituent product and base dates are presented more clearly.

Additionally, in September, KB Securities established a themed community called 'Pension Lounge' within its 'M-able Community' for pension investors. This expanded the previous forums, which mainly focused on product-specific posts, into a communication space centered on investment interests, allowing users to share information and experiences.

The 'Pension Lounge' is a communication space where investors can share opinions and experiences related to pension investing, and access a variety of insights from experts in the market, products, and investment strategies. It is designed to help customers review their own investment experiences, refer to various information and opinions, and reassess their long-term pension investment strategies.

A KB Securities representative said, "This overhaul aimed to enhance the customer experience by allowing clients to grasp their pension assets at a glance and access the information they need for easier investment decisions," and added, "We will continue to expand digital services that customers can truly feel, across all areas of pension investment and management, based on customer feedback."

This content was produced with the assistance of AI translation services.