Samsung Securities Launches Pension Savings Event

Samsung Securities announced on the 10th that it is holding the "Tax Deduction Up, Benefits Up, Hurry Up! Pension Savings Event" until November 30th.

A pension savings account is an individual retirement account. The annual contribution limit eligible for tax deduction is 6 million won. In addition, by combining contributions to an Individual Retirement Pension (IRP), tax deductions can be claimed for up to 9 million won, making it an essential year-end tax-saving tool.

This event has been prepared to support customers who actively use pension savings accounts to maximize tax deduction benefits ahead of next year's year-end tax settlement.

First, the "Pension Savings Net Deposit Event" targets customers who make net deposits into Samsung Securities pension savings accounts during the event period. Net deposits are calculated by summing ▲new deposits, ▲transfers from other companies' pensions, and ▲conversions of matured ISAs into pensions. All customers who meet the conditions in each net deposit range will receive a mobile gift certificate: from a 10,000 won certificate for net deposits of at least 10 million won but less than 20 million won, up to a 1 million won certificate for net deposits of 500 million won or more.

Next, the "Boom-up Event" is aimed at new customers or those with a total balance of less than 1 million won. All customers who make net deposits of at least 1 million won into a pension savings account during the event period will receive a 5,000 won mobile gift certificate. If the pension is transferred from an insurance company, the amount is counted double when determining eligibility. Event rewards are scheduled to be distributed at the end of January 2026.

Meanwhile, Samsung Securities ranked second in accumulated assets among retirement pension securities providers, according to the Financial Supervisory Service's third quarter disclosure. The growth of Samsung Securities' pension balances is attributed to a variety of services aimed at enhancing customer convenience and satisfaction. Samsung Securities operates pension centers in Seoul, Suwon, and Daegu to support asset management for pension customers and provides professional pension consultations.

Additionally, the company offers services such as "Retirement Pension S-Tock," which provides personalized product recommendations, trading/rebalancing, and performance reports; "Samsung Securities 3-Minute IRP," which allows for IRP account opening with only simple information and no paperwork; and "ETF Savings," which enables automatic ETF accumulation in pension savings and retirement pension accounts.

For more details about the "Tax Deduction Up, Benefits Up, Hurry Up! Pension Savings Event," please refer to the Samsung Securities website or the mobile app "mPOP."