Awards

The 11th BENCHMARK Wealth Management Awards

• Human Capital Development - BEST-IN-CLASS
• Qualifying Deferred Annuity Policy (QDAP) -  BEST-IN-CLASS     
• Social Media Engagement - BEST-IN-CLASS
• Savings Product - OUTSTANDING ACHIEVER

ESG Achievement Awards 2020 by Institute of ESG & Benchmark

• The Outstanding ESG Fund/ ETF – Diamond*

*Awarded to Sun Life Asset Management (HK) Limited 

Sing Tao Service Awards 2020 - Sing Tao Daily

• Qualifying Deferred Annuity Policy

Banking & Finance Awards 2020 by Sky Post

• Excellence Award for Digital Promotion Strategy – Insurance Service

Insurance Excellence Awards 2020 by iMoney Magazine

• Best Retirement Planning

HR Distinction Awards 2020

• HR Grand Winner
• Employer of the Year
• Excellence in Employee Engagement – Gold
• Excellence in HR Strategic Planning – Gold
• Excellence in Talent Management – Gold
• Excellence in Employee Wellbeing – Silver
• Excellence in Employee Work-Life Balance – Silver
• Excellence in Crisis Management – Silver
• Excellence in Employee Caring – Bronze

CTgoodjobs - Best HR Awards 2020

• Employer of the Year - Grand
• Best Corporate Wellbeing Programme Award – Grand
• Best Talent Management Strategy Award – Platinum
• The Perfect Office Award – Platinum

5th Asia Trusted Life Agents and Advisers Awards 2020

• Insurance Company of the Year
• Young Executive of the Year
• Lifetime Achievement Award

IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2020

• Corporate Financial Education Leadership – Gold Award
• Corporate Financial Education Leadership for the Best Advocate
• Accredited Professional Financial Planning Firm

ET Net FinTech Awards 2020

• Outstanding Group Health Insurance Mobile Apps

MPF Awards

BENCHMARK MPF of the Year Awards 2020

Grand Award

Brand of the Year

Campaign of the Year

MPF Capability Awards - Campaign of the Year

Intermediary of the Year

MPF Capability Awards - Intermediary of the Year (Internal)

Best-in-class

Top MPF Fund Awards - Lifestyle - (>20-40% Equity)

Top MPF Fund Awards - Lifestyle - (>40-60% Equity)

Top MPF Fund Awards - Lifestyle - (>60-80% Equity)

Top MPF Fund Awards - Hong Kong Equity

Top MPF Fund Awards - Hong Kong Equity (Index Tracking)

Top MPF Fund Awards - Default Investment Strategy - Core Accumulation Fund

MPF Capability Awards - Intermediary Support

Outstanding achiever

Top MPF Fund Awards - Hong Kong Equity

MPF Capability Awards - Investor Education

MPF Capability Awards - Member Servicing

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2020 Hong Kong

Best Performer

• Equity - Hong Kong (MPF - 1 Year)
• Mixed Allocation - Moderate (MPF - 5 Years)
• Equity –  Hong Kong (MPF - 5 Years)
• Mixed Allocation - Growth (MPF - 10 Years)
• Mixed Allocation - Moderate  (MPF - 10 Years)
• Equity - Hong Kong (MPF - 10 Years)

Outstanding Performer

• Equity - Hong Kong (MPF - 1 Year)
• Equity - Asian Pacific (MPF - 1 Year)
• Guaranteed Fund (MPF - 1 Year)
• Equity - Hong Kong (MPF - 5 Years)
• Guaranteed Fund (MPF - 5 Years)
• Mixed Allocation - Growth (MPF - 5 Years)
• Equity - Asian Pacific (MPF - 10 Years)

 Economic Digest - The Outstanding Brand Awards 2020

• The Outstanding Brand Awards - Excellence Award
• MPF Management Service Provider

MPF Ratings’ 2020 MPF Scheme Ratings and Awards

• Employers' Choice
• Gold Rated Scheme
• Three Bronze Rated Schemes
• 5 Year Consecutive Gold Rating
• Fast Mover
• 5 Year Consistent Performer – Equity Fund (HK & China)
• 5 Year Consistent Performer – Mixed Asset Fund (41-60)
• 5 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Equity Fund (HK & China)
• 10 Year Consistent Performer – Mixed Asset Fund (21-40)
• 10 Year Consistent Performer – Mixed Asset Fund (41-60)
• 10 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Mixed Asset Fund (81-100)

2020 Refinitiv Lipper Fund Awards

• Equity Hong Kong - 5 Years
• Equity Hong Kong - 10 Years
• Mixed Asset HKD Aggressive - 5 Years
• Mixed Asset HKD Aggressive - 10 Years
• Mixed Asset HKD Balanced - 10 Years

The 10th BENCHMARK Wealth Management Awards

• Insurance Company of the Year
• Human Capital Development - BEST-IN-CLASS
• Mobile Technology - BEST-IN-CLASS
• Whole-Life Insurance - BEST-IN-CLASS
• Client Digital Experience - OUTSTANDING ACHIEVER
• Client Support - OUTSTANDING ACHIEVER
• HealthCare Product - OUTSTANDING ACHIEVER

The Hong Kong Sustainability Award 2018/2019 by the Hong Kong Management Association

• Certificate of Excellence

Banking & Finance Awards 2019 - Sky Post

• Excellence Award for Promotion Strategy – Insurance Services

Top 3 of The Hong Kong Insurance Awards 2019

• Outstanding Claims Management Award – Life Insurance
• Most Innovative Product / Service Award – Life Insurance (Wealth)
• Outstanding MPF/Employees' Benefit Product/Service Award
• Outstanding Young Professional of the Year – Intermediary

Insurance Excellence Awards 2019 by iMoney Magazine

• Best CSR

HR Distinction Awards 2019

• Silver Award for Excellence in Talent Management

CMO Asia Awards 2019

• Asia’s Best Brand

HR Asia Awards 2019

• Best Companies To Work For In Asia

Financial Institution Awards 2019 by Bloomberg Businessweek/Chinese Edition (Insurance Sector )

• Excellence Award - Educational Fund
• Excellence Award - Claims Management
• Excellence Award - Integrated Marketing (Product)
• Outstanding Award - Brand of the Year
• Outstanding Award - InsurTech Company of the Year
• Outstanding Award - Mobile Usability
• Outstanding Award - Training Academy of the Year

Mob-Ex Awards 2019

• Silver Award for Best App – Insurance Services
• Bronze Award for Best App – Financial Services

IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2019

• Accredited Professional Financial Planning Firm
• Corporate Financial Education Leadership – Gold Award

Economic Digest - The Outstanding Brand Awards 2019

• The Outstanding Brand Awards - Excellence Award
• MPF Management Service Provider

MPF Awards

BENCHMARK Fund of the Year Awards 2019

GRAND AWARD

• MPF Provider of the Year Award

BEST-IN-CLASS

• Top MPF Awards - Hong Kong Equity
• Top MPF Awards - Lifestyle - (>20-40% Equity)
• Top MPF Awards - Lifestyle - (>40-60% Equity)
• Top MPF Awards - Lifestyle - (>60-80% Equity)

OUTSTANDING ACHIEVER

• Capability Awards - Member Servicing
• Capability Awards - Investor Education
• Capability Awards - Intermediary of the Year (Internal)

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2019 Hong Kong

Best Performer

• Mixed Allocation – Growth (MPF – 10 Years)

Outstanding Performer

• Equity - Hong Kong (MPF – 5 years)
• Equity - Hong Kong (MPF – 10 years)

2019 Lipper Fund Awards from Refinitiv

• Equity Hong Kong - 10 Years
• Mixed Asset HKD Aggressive - 3, 5, 10 Years
• Mixed Asset HKD Balanced - 5, 10 Years

MPF Ratings – The 2019 MPF Awards

• 2019 Employers' Choice
• 5 Year Consecutive Gold Rated Scheme
• Gold Rated Scheme
• Sliver Rated Scheme
• Two Bronze Rated Schemes
• Best Member Servicing
• 5 Year Consistent Performer – Equity Fund (HK & China)
• 5 Year Consistent Performer – Mixed Asset Fund (41-60)
• 5 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Equity Fund (HK & China)
• 10 Year Consistent Performer – Mixed Asset Fund (21-40)
• 10 Year Consistent Performer – Mixed Asset Fund (41-60)
• 10 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Mixed Asset Fund (81-100)