Shinhan Investment Corp. "89% Satisfaction with Customized Face-to-Face Pension Consulting"

About 9 out of 10 customers who received Shinhan Investment Corp.'s customized face-to-face pension consulting service reported being very satisfied or satisfied. Additionally, 61% responded that they changed their products after the consulting.

On the 28th, Shinhan Investment Corp. announced that it confirmed these results after conducting an in-depth survey of 100 customers who received customized face-to-face pension consulting services through professional consultants from the Asset Management Consulting Department and their dedicated PBs.

The survey targeted DC (Defined Contribution) and IRP (Individual Retirement Pension) customers with a retirement pension balance of over 100 million KRW who had completed the physical transfer of retirement pensions within six months after August 2024. The survey items included ▲consulting satisfaction ▲usefulness of investment information ▲product change status ▲areas of investment interest ▲service reliability, among others. The survey period was from February 12 to 16, 2025, with a response rate of 70%.

As a result, the satisfaction rate for the customized face-to-face pension consulting service, combining 'very satisfied' and 'satisfied' responses, was 89%. Eighty-four percent responded that the investment information and strategies provided through the consulting were practically helpful. Notably, 61% reported actually changing their products after the consulting, and among them, 64% converted deposits and cash assets into financial investment products.

Furthermore, when asked about their willingness to receive regular customized face-to-face pension consulting services in the future, 90% of respondents answered positively, demonstrating high trust in ongoing consultation services with professional consultants.

The types of investment products chosen by customers who converted to financial investment products were analyzed as follows: ▲overseas ETFs (47%) ▲overseas funds (24%) ▲domestic ETFs (19%) ▲domestic funds (7%). Shinhan Investment Corp. explained that this aligns with the recent trend of domestic investors investing overseas, as reported by various media outlets.

This survey indicates that customized consulting services tailored to customers' interests can influence the management of their retirement pensions. In line with this, Shinhan Investment Corp. plans to provide a variety of domestic and international investment products tailored to customer demand for long-term pension asset management, rather than simply listing principal-guaranteed products.

Im Hyuk, Head of the Asset Management Group at Shinhan Investment Corp., emphasized, “The sure strategy to grow pension assets lies not in short-term profits but in a long-term perspective.” He added, “We will strengthen customer-centered services so that the proposal of management strategies reflecting customer needs and customized consulting services can become Shinhan Investment Corp.'s continuous strength, enabling customers to embark on a long journey by trusting the power of diversification and long-term investment (compound interest).”