Woori Investment & Securities announced that as of the end of the third quarter of this year, its personal retirement pension (IRP) non-guaranteed product achieved the highest average returns among securities firms for both three-year and five-year periods.
The average return for Woori's personal IRP non-guaranteed product was 17.25% over three years and 8.05% over five years, compared to an average return of 5.86% for five-year IRP non-guaranteed products as of the end of 2025. This performance demonstrates the company's competitiveness in managing clients' retirement assets over the medium to long term, beyond short-term market trends.
The personal IRP is a key retirement account for receiving severance pay and preparing for retirement. Given the importance of long-term management, it is crucial to consider not only returns but also clients' investment preferences and retirement timelines for diversified investments and ongoing asset management.
A representative from Woori Investment & Securities stated, "In an environment of increased market volatility and investment uncertainty, achieving the top returns in the industry for both three-year and five-year periods showcases the long-term performance of our clients' pension assets. This is significant as it proves the competitiveness of our investment products and management environment."
According to the company, the competitiveness of its IRP lies in its diverse fund lineup and cost structure. With nearly 1,300 funds, the largest in the industry, and strategic asset allocation products, Woori is expanding investment options for clients.
Additionally, the company offers fee waivers for asset management and operational management across all personal IRP accounts and applies the industry's lowest sales commissions through S-Class funds, helping to reduce the cost burden of long-term investments and enhance clients' actual returns.
Meanwhile, Woori Investment & Securities is running an IRP 'Step-Up Event' until December 31 to support clients in maximizing their tax deduction benefits and preparing for retirement assets in line with the year-end tax settlement season.
* This article has been translated by AI.
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