DC pension posts 20.86%, ranking second
Firm runs annual pension specialist training program
iM Securities announced Thursday that it ranked first among brokerages in third-quarter returns on non-principal-guaranteed individual retirement pension (IRP) products.
Based on disclosures from the Financial Supervisory Service's integrated pension portal, the firm's IRP non-principal-guaranteed products posted an annualized return of 20.8% in the third quarter, up from third place the previous quarter — an achievement made against a backdrop of sharply heightened global market volatility.
Its defined contribution (DC) pension products delivered an annualized return of 20.86%, placing second.
iM Securities has been focusing on strengthening pension consulting. Since last year, the firm has run an annual pension specialist training program aimed at turning all branch staff into qualified pension advisers, covering foundational knowledge, system education, portfolio design and sales case sharing.
The firm has also deployed dedicated "pension managers" capable of professional consultations at every wealth management branch nationwide, offering customized asset allocation and advisory services tailored to each customer's risk profile and retirement timeline.
iM Securities also plans to hold a customer-facing web seminar, with a three-week relay pension lecture series scheduled for late November through its YouTube channel. The sessions will offer practical guidance including year-end tax-saving tips.
"We will continue to provide the best pension solutions to help pension investors build stable retirement assets and improve their returns," a company official said.
iM Securities recently revamped the home screen and main menu of its mobile trading system (MTS) to improve investor convenience. The home screen was reorganized into three tabs — "My Investments," "Today's Market" and "Financial Products" — with each tab's sub-menus customizable by the investor.
jiyun@heraldcorp.com