Core Viewpoint - The article highlights the comprehensive efforts of CITIC Bank Shenzhen Branch in enhancing the pension financial services, particularly through the "Happiness+" brand, to support the aging population in Shenzhen as the city celebrates its 45th anniversary as an economic special zone [1][2]. Group 1: Pension Financial Services Development - CITIC Bank Shenzhen Branch has opened over 100,000 personal pension accounts, significantly improving the coverage rate of the third pillar of pension [1]. - Since 2024, the branch has organized over 600 pension financial theme activities, contributing to the high-quality development of the pension industry and enhancing the well-being of residents [1]. Group 2: "Six Ones" Service System - The bank has established a "Six Ones" service system, which includes "one account, one ledger, one set of products, one set of services, one team, and one platform," to simplify pension planning for clients [2]. - The intelligent "pension ledger" and "asset planning system" are key digital tools that support this service model, allowing for comprehensive pension solutions tailored to client needs [2]. - Approximately 10,000 clients have received professional pension planning reports through this system, helping families build a solid financial foundation [2]. Group 3: Comprehensive "Age-Friendly" Ecosystem - CITIC Bank Shenzhen Branch focuses on building a professional team for pension financial services, ensuring 100% coverage of pension policy knowledge among employees through training programs [3]. - The branch has implemented "age-friendly" renovations in its service outlets, equipping them with necessary facilities and creating spaces that cater to the needs of elderly clients [3]. - The digital platform supports intelligent systems for account management and planning, enhancing the overall service experience [3]. Group 4: Community and Industry Integration - The bank actively engages in community service, conducting various activities such as financial fraud awareness sessions for the elderly and organizing immersive experiences in pension communities [4]. - CITIC Bank provides comprehensive credit support to medical and rehabilitation institutions in Shenzhen, facilitating the stable development of the industry [5]. - The bank has introduced an integrated trust pension service that combines banking, insurance, trust, and industry, addressing key client needs for professional fund management and wealth transfer [6].

Core Viewpoint - The article emphasizes the importance of providing comprehensive and warm financial services for the elderly in Shenzhen, particularly through the "Happiness+" pension financial brand of CITIC Bank Shenzhen Branch, which aims to enhance the quality of life for retirees and contribute to the city's development [1][2]. Group 1: Pension Financial Services - CITIC Bank Shenzhen Branch has opened over 100,000 personal pension accounts, significantly improving the coverage of the third pillar of pension [1]. - Since 2024, the bank has organized over 600 pension financial theme activities, contributing to the high-quality development of the pension industry and enhancing residents' welfare [1][2]. Group 2: "Six Ones" Service System - The bank has established a "Six Ones" service system, which includes "one account, one ledger, one set of products, one set of services, one team, and one platform," to simplify pension planning for clients [2]. - The intelligent "pension ledger" and "asset planning system" are key components of this system, providing clients with comprehensive pension solutions [2]. Group 3: Professional and Accessible Services - CITIC Bank focuses on cultivating a professional team for pension financial services, ensuring 100% coverage of pension policy knowledge among employees [3]. - The bank has implemented "age-friendly" renovations in its branches, equipping them with necessary facilities for the elderly, such as reading glasses and wheelchairs [3]. Group 4: Technological Empowerment - The bank has developed an intelligent "pension ledger" and "asset planning system" to enhance online and offline service integration, providing clients with efficient account management and planning tools [4]. Group 5: Community Engagement and Ecosystem Building - CITIC Bank actively engages in community services, conducting various activities to promote financial literacy among the elderly and enhance the warmth of financial services [5]. - The bank is extending its pension financial services by linking with medical and rehabilitation institutions, offering customized financial planning services for corporate pension clients [6]. Group 6: Innovative Business Models - The bank has introduced an integrated trust pension service model that combines insurance, trust structures, and pension services, addressing clients' needs for professional management of pension funds and wealth transfer [6]. - CITIC Bank is redefining its role in the pension sector as a comprehensive partner rather than just a product seller, actively promoting innovative products like smart elderly communities and long-term care insurance [6].

Core Viewpoint - The article highlights the efforts of CITIC Bank Shenzhen Branch in enhancing the quality of elderly care services through its "Happiness+" pension financial brand, aiming to provide a comprehensive and warm service system for the aging population in Shenzhen, coinciding with the 45th anniversary of the Shenzhen Special Economic Zone [1][4]. Group 1: Service System Development - CITIC Bank Shenzhen Branch has established a "Six Ones" service system, which includes "one account, one ledger, one set of products, one set of services, one team, and one platform," to simplify pension planning for residents [1][3]. - The bank has opened over 100,000 personal pension accounts, significantly increasing the coverage of the third pillar of pension [1]. - Since 2024, the bank has organized over 600 pension financial theme activities, contributing to the high-quality development of the pension industry and improving residents' welfare [1][2]. Group 2: Digital Tools and Professional Services - The bank has developed an intelligent "pension ledger" and "asset planning system" to provide clients with comprehensive pension solutions, combining professional tools with banking services [2][3]. - Approximately 10,000 clients have received professional pension planning reports through this system, helping families establish a solid financial foundation for retirement [2][3]. Group 3: Elderly-Friendly Ecosystem - CITIC Bank Shenzhen Branch is building a comprehensive "elderly-friendly" service ecosystem by focusing on professional talent development, enhancing service environments, and leveraging technology [3][4]. - The bank has trained its staff in pension policies and has renovated its branches to meet the needs of elderly clients, including the installation of facilities like reading glasses and wheelchairs [3][4]. Group 4: Community Engagement and Industry Integration - The bank actively engages with the community by providing various services, such as financial education for the elderly and organizing immersive experiences in pension communities [4][5]. - CITIC Bank Shenzhen Branch is extending its pension financial services by linking with healthcare and rehabilitation institutions, offering customized financial planning services, and innovating a comprehensive trust pension service model [5][6]. - The bank is redefining its role in the pension sector from a mere product seller to a comprehensive partner throughout the entire pension lifecycle [5].