Samsung Asset Management said on the 11th that it will publish a new pension guidebook, "THE ACTION BOOK: Pension, Kodex," and hold a "Q1 pension investing READY, ACTION!" webinar. The webinar will be held at 6 p.m. on the 11th via the Kodex YouTube channel.
"THE ACTION BOOK" was planned for retail investors who know the importance of pension investing but do not know how to invest. As of the first quarter of 2026, the guidebook compiles the latest tax benefits and offers hands-on content, including ▲ 10 Q&A for my pension health check ▲ a list of ETFs eligible for pension investment ▲ recommended portfolios by age group.
The webinar will unveil strategies based on the guidebook's key content. It will proceed in the following order: ▲ the Q1 pension investing roadmap ▲ ISA-linked tax-saving strategies ▲ how to build portfolios by age group ▲ real-time Q&A.
In particular, it will focus on a "tax-saving package investment strategy" that maximizes tax benefits by combining individual savings accounts (ISA) with pension accounts, which have recently drawn high interest from investors.
A variety of giveaway events have been prepared for participants. Those who take part in a survey announced in the chat during the broadcast will be entered into a drawing to receive Samsung Kodex calendar goods (25 people), a Baemin voucher worth 20,000 won (20 people), or a Starbucks Americano coupon (30 people).
Kim Do-hyeong, head of the ETF Consulting Division at Samsung Asset Management, said, "Many investors know the importance of pension investing but feel at a loss about where to start," and added, "Through this webinar, we hope investors will identify the optimal tax-saving solution by combining ISAs and pensions and use it as an opportunity to establish their own pension action plans within the first quarter."