Asset Management for Retirement Pension Customers
From Tax-Saving to Investment Principles
Introducing Complex Retirement Planning Methods Through the Fictional Character "Manager Kim"
Samsung Life Insurance announced on the 12th that it has published the "Retirement Pension Secret Guide" for its retirement pension customers, offering comprehensive solutions across the entire retirement planning process, including asset management, tax-saving, and investment principles.
On the 12th, Samsung Life Insurance published the "Retirement Pension Secret Guide," offering retirement pension customers comprehensive solutions across all aspects of retirement planning, including asset management, tax-saving strategies, and investment principles.
The Retirement Pension Secret Guide uses a fictional narrator, "Manager Kim of Samsung Life Insurance's Pension Business Division," to explain the complex retirement preparation process in an easy and friendly way. "Manager Kim" is depicted as someone who has observed the domestic retirement pension market since its early days. Based on counseling experience and case studies accumulated over 30 years of meeting countless office workers, he introduces concrete execution strategies for achieving an "affluent retirement."
Samsung Life Insurance structured the guidebook into a basic section, a tax section, and a practical section so that prospective retirees can use it as a hands-on manual. Each chapter covers matters that need to be managed before and after retirement, including the basics and procedures of receiving retirement benefits, complex retirement income tax calculations and tax-saving strategies, tax filing and comprehensive income tax settlement after retirement, how to use Individual Retirement Pension (IRP) accounts, and how to build an investment portfolio.
In particular, a separate chapter is dedicated to strategies for designating default options to enhance returns and methods for constructing a portfolio that balances principal-and-interest-guaranteed products with non-principal-and-interest-guaranteed products. It also organizes, by scenario, real-life issues such as settlement for mid-career resignations and tax filing in the event of starting a business or re-employment. The Retirement Pension Secret Guide is provided free of charge to Samsung Life Insurance retirement pension customers who receive face-to-face consultations.
Meanwhile, Samsung Life Insurance is strengthening its product management and service capabilities in line with the retirement pension market, which is expanding every year. As of the fourth quarter of 2025, it ranked first among the top 10 retirement pension providers in all categories of principal-and-interest-guaranteed and non-principal-and-interest-guaranteed products in terms of one-year returns on defined contribution (DC) and IRP retirement pensions. In addition, its dedicated organization's service quality was recognized, and it was selected as an excellent retirement pension provider in the insurance sector in the retirement pension provider evaluation organized by the Ministry of Employment and Labor.
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