LATEST EVENTS
[Supported Event] "Beyond Accumulation: Building Hong Kong's Retirement Market" -26 November 2025

In September, Hong Kong Institute for Monetary and Financial Research (HKIMR) released their report titled, “Long-term Investing in Hong Kong: Developments and Opportunities in a Digital Economy”, with some key takeaways of the study as follows:

 

  • To foster a local robust and sustainable investment ecosystem, it is important to facilitate technology adoption, optimise financial products, services, and distribution channels, and to promote financial literacy, with a particular focus on decumulation, in order to effectively support the evolving financial needs of Hong Kong.

 

Join us for a research findings presentation and panel discussion, co-hosted by Hong Kong Academy of Finance (AoF)/HKIMR, PwC, The Hong Kong Investment Funds Association (HKIFA), and The Hong Kong Retirement Schemes Association (HKRSA).

 

Together, we will explore consumer needs, market gaps, and trust barriers that are limiting retirement income solutions in Hong Kong. By the end of the session, the panel will define clear design principles for consumer-centric retirement income products, outline ways to strengthen advice and trust, and agree on near-term ecosystem actions for providers, distributors, and policymakers.

Event details
Date:

26 November 2025 (Wednesday)

Time:

5:30pm – 7:30pm HKT (Registration begins at 5:30pm)

Venue:

2105, 21/F Edinburgh Tower, The Landmark, 15 Queen’s Road Central

Language:

English

Fee:

Complimentary

 

How to register

To register, please click here to complete the online registration form and feel free to extend the invitation to your colleagues who would be interested to attend.


Enquiries

For more information, please contact Jenny Yau at jenny.n.yau@hk.pwc.com.

Speakers
:
Opening Remarks
• Mr. Enoch Fung, CEO, AoF and Executive Director, HKIMR
• Mr. Sam Yu, Chairman, HKIFA

Opening Remarks and Moderator
• Ms. Janet Li, Chairlady, HKRSA

Panel Speakers
• Ms. Charlotte Chan, Head of HK Global Platform Solutions & Head of Hong Kong, Fidelity
• Mr. KC Cheung, Chief Product Officer, Manulife Hong Kong and Macau
• Mr. Mark Tian, Chief Agency Strategy and Growth Officer, Sun Life Hong Kong
• Ms. Rebecca Zhang, Head of Regional Partnerships, Innovation & Product Development, Fast Growth Market, SCOR Life & Health
Date
:
2025年11月26日
Time
:
下午5時半至7時半
Venue
:
中環置地廣場公爵大廈21樓羅兵咸永道有限公司2105室
Fee
:
免費
Language
:
英語