Shinhan Investment & Securities Launches Pension Customer Management Team...Strengthening Tailored Services

Operating Welcome Call, Specialized Pension Consulting, and C-Level Consulting Services

Shinhan Investment & Securities announced on October 6, 2026, that it has established a new Pension Customer Management Team this year to enhance its pension management services tailored to customers' life cycles.

This move comes as the retirement pension market has recently expanded, highlighting the importance of post-enrollment management—such as investment product selection, asset allocation, review of operation strategies, and pension withdrawal planning—rather than simply providing products. Accordingly, Shinhan Investment & Securities is offering a systematic pension management service that reflects customers' investment tendencies, asset status, and retirement preparedness.

The newly created Pension Customer Management Team has focused on expanding customer touchpoints and upgrading consultation services. For new Defined Contribution (DC) and Individual Retirement Pension (IRP) customers, the company operates a "Welcome Call" service, providing guidance within three days of account opening on the retirement pension plan, account usage, and how to use the mobile asset management service. In addition, Shinhan Investment & Securities matches top pension PBs known as "Pension Stars" with customers for 1:1 support, offering pension investment information and asset management solutions tailored to each customer's investment profile and asset status.

The company is also expanding its "Shinhan Premier Pension Consulting," a specialized pension service. It supports customized solutions for each customer by providing retirement income tax-saving strategy simulations, pension withdrawal planning, and tailored pension reports.

The "C-Level Consulting" service targets corporate CEOs and high-level executives, offering comprehensive analysis of asset structures, tax issues, and retirement plans, and suggesting asset management strategies accordingly.

Since the establishment of the Pension Customer Management Team, about 200 cases of "Shinhan Premier Pension Consulting" have been provided to date. To respond to increasing demand for consultations, a mobile consultation request service was introduced in August. Customers can now request consultations via mobile at their convenience without visiting a branch or separate contact.

Jung Yonguk, head of Shinhan Investment & Securities Shinhan Premier Division, stated, "With pensions, ongoing management after enrollment is even more important than the initial sign-up," and added, "We will continue to expand our differentiated customer management services and pension solutions to ensure that customers receive practical support whenever they need it."

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