BDO Unibank’s holistic approach to corporate retirement planning

The BDO Pension 360® is designed to meet today’s evolving corporate retirement plan needs.

Amidst a rapidly changing environment, managing a corporate retirement programme that meets the needs of both employers and employees has never been more difficult. BDO Unibank understands the long-term value that a quality and comprehensive retirement plan can bring to every business.

Driven by the “We Find Ways” philosophy, BDO Trust and Investments Group took a major step to redefine corporate retirement planning with Pension 360®, a first-of-its-kind integrated retirement plan solution.

Pension 360® is a comprehensive solution that integrates the BDO Trust and Investments Group’s core services with employee wealth-building programmes to help companies meet statutory retirement obligations more efficiently, whilst creating a dynamic plan that can improve talent recruitment and build a long-term relationship with their most valued asset.

The solution features four (4) key components: a corporate pension programme designed to maximise the earnings of the retirement fund, a proprietary financial education programme for employees, a personal pension plan that offers employees regular investing and tax-efficient voluntary retirement saving, and a personal annuity plan to assist retirees with proper management of their retirement pay benefits. 

Pension 360® eases clients’ burden of managing retirement funds and helps them create successful retirement outcomes. BDO Trust and Investments Group’s experienced and dedicated team of corporate retirement fund experts will simplify the intricacies of fulfilling retirement obligations, thus, reducing the burden on companies and letting clients focus on areas that matter most in the business. 

They can expect proactive assistance in keeping pace with the continually evolving markets, regulatory obligations, and day-to-day management and administration of the retirement fund.

BDO Unibank’s commitment to providing clients with a holistic and fully-packed corporate retirement programme has been recognised by the Asian Experience Awards 2022, as it clinches the Philippines Product Experience of the Year - Banking win. The prestigious awards programme aims to highlight the ingenious initiatives of creative companies delivering meaningful brand experiences to their stakeholders.

The Asian Experience Awards is presented by Asian Business Review Magazine. To view the full list of winners, click here. If you want to join the 2023 awards programme and be acclaimed for providing meaningful brand experiences to stakeholders, please contact Jane Patiag at [email protected].