Sun Life MPF: Nearly 20% of MPF members adopt concentrated investment strategies, with close to 40% aged 50 or above Encouraging more proactive management through multiple missions and rewards

Sun Life launches “Stack Your Chances Lucky Draw”^#, offering opportunities to win Bonus Rebate valued at up to HK$500,000 (1 winner^*) or one of 135 additional bonus rebate prizes^*

(Hong Kong, 6 August 2026) As Hong Kong faces an ageing population and a longer retirement life, retirement planning has become increasingly significant. However, Sun Life’s internal data^& shows that 17.4% of Sun Life MPF members have invested their MPF savings in MPF funds concentrated in a single market/asset class. Notably, nearly 40% (38.9%) of these members are aged 50 or above, indicating that some of the members approaching retirement continue to adopt more concentrated investment strategies. Their retirement assets may be exposed to greater risks in times of market volatility.

With MPF serving as a key pillar of retirement in Hong Kong, Sun Life launches the “Stack Your Chances Lucky Draw”^#(the “Lucky Draw”) MPF promotion to encourage more proactive retirement planning among members through a range of financial actions. From now until 20 October 2026 at 11:59 p.m., eligible members who complete designated missions will have the opportunity to win a one-off Bonus Rebate valued at up to HK$500,000 (1 winner*) or one of 135 additional Bonus Rebate prizes^*.

To participate, individuals must first become Sun Life MPF members and earn lucky draw entries by completing the following five missions^#: 1) Transfer a specific amount of MPF accrued benefits to a valid Eligible Account^{^}under Sun Life Rainbow MPF Scheme; 2) Log in to the MPF investment tool  “MPF Navigator^@” and complete the risk tolerance assessment;  3) Subscribe to the SunNews eNewsletter to keep up with financial and lifestyle insights; 4) Log in to your Sun Life MPF account two or more times during the Promotion Period; 5) Register on the eMPF Platform. Each completed mission will entitle the participant to additional entries, with up to nine lucky draw entries per participant. 

Jin Chen, Chief Financial Officer, Wealth & Pensions at Sun Life Hong Kong Limited, said: “MPF is a critical foundation for long-term financial preparation. However, some members remain overly concentrated on their investment allocations. In times of market volatility and changing life stages, if MPF members do not review and adjust their portfolios regularly, their MPF investments may not continue to align with their individual risk tolerance, investment objectives and retirement needs. Through this campaign, we aim to encourage members to turn ‘awareness’ into ‘action’ with five missions and a reward programme. Risk tolerance assessments, portfolio reviews, and appropriate plannings at different life stages could help establish a more disciplined approach to MPF management. Meanwhile, Sun Life will continue to introduce innovative solutions and diverse promotional initiatives to help Clients take a more proactive approach in planning for their future.”

A total of 136 winners^* will be drawn by computer generated random draw. Each winner will receive one prize in the form of one-off Bonus Rebate, including:

• Grand Prize: Bonus Rebate valued at HK$500,000 (1 winner)
• Second Prize: Bonus Rebate valued at HK$10,000 (5 winners)
• Third Prize: Bonus Rebate valued at HK$2,000 (10 winners)
• Fourth Prize: Bonus Rebate valued at HK$1,000 (20 winners)
• Fifth Prize: Bonus Rebate valued at HK$100 (100 winners)

The Lucky Draw results will be announced on 15 January 2027 and published on the Sun Life website and designated newspapers. Winners will also be notified individually. The promotion is subject to terms and conditions. For details, please visit: https://sunlife.co/MPFLuckyDraw_EN.

From now until 30 August 2026, Sun Life is running a Bus Roadshow that travels across Hong Kong and stops at various high-traffic locations, allowing the public to participate in person. Visitors can board the bus to learn more and complete the five missions to join the “Stack Your Chances Lucky Draw”^#. They can also test their knowledge with MPF quizzes to win complimentary gifts, while enhancing their understanding of retirement planning and MPF management through engaging interactive activities, helping them take early steps to prepare for retirement. Sun Life’s financial advisors will also be available on-site to guide the public through understanding and registering for the eMPF platform.