This event targets new customers who sign up for Samsung Securities’ pension and existing customers, providing gift certificates based on the amount deposited.
The event offers various benefits based on the net deposit amount. The net deposit amount is calculated by combining the ▲new deposits ▲transfer from other companies’ pensions ▲conversion from matured Individual Savings Accounts (ISAs) during the period.
First, the ‘Pension Savings Together Event’ is an event that awards gift certificates based on the net deposit amount of at least 10 million won, with up to 100 million won in gift certificates given for deposits of 50 million won or more. Notably, when transferring pensions from an insurance company, the conditions for payment are recognized as double when calculating the net deposit amount.
‘Boom Up Event’ is aimed at new customers or customers with a total balance of less than 1 million won. If a net deposit of between 1 million won and 10 million won is made in the pension savings account by the end of the event period on the 31st, participants can receive a gift certificate worth 5,000 won.
However, it’s important to note that severance pay (including statutory severance pay, voluntary retirement pay, severance compensation, and special voluntary severance pay) is excluded from the deposit amount calculation.
As of this year, the total personal pension balance (based on valuation) of Samsung Securities, including pension savings and Defined Contribution (DC) plans and Individual Retirement Pensions (IRP), surpassed 20.1 trillion won. This marks an approximate 17.6% increase from about 17.1 trillion won at the end of last year.
A representative from Samsung Securities noted, “We prepared this event to support our customers’ stable retirement preparations,” adding, “We will continue to support long-term asset management through Samsung Securities.”