Q4 2024 Newsletter

Sun Life MPF Member e-Newsletter Goes Bi-Monthly

Starting from the next issue, our quarterly member e-Newsletter will be sent bi-monthly to provide you with more timely updates and strengthen our communication with you. Stay tuned for more exciting content!

Bi-monthly

Tax-deductible Voluntary Contributions: Your Key to Tax Savings

Tax-deductible Voluntary Contributions (TVC) is a type of voluntary contribution that allows you to save for retirement while you benefit from annual tax deductions and tax savings. With an annual tax-deductible limit of up to HKD 60,000, you could save as much as HKD 12,000 in taxes each year, based on the maximum tax rate of 17% for the 2024/2025 tax year1

Managing your TVC contributions has never been easier. Existing TVC account holders can top-up your contributions anytime, anywhere via the Sun Life MPF Mobile App or the Online Pension Services Centre. By going paperless, you are not just simplifying the process—you are also doing your part for the planet! 

And there’s more—open a new TVC account during the promotional period to enjoy our exclusive “Plan Smart, Save More” offer! Don’t miss this chance. Visit Limited Time Offer: TVC Welcome Offer to learn more and start maximizing your tax savings today.

1The calculated estimations provided are for general reference only and are not your actual or final tax payable. You may wish to speak to a tax advisor to understand your tax deductions and tax savings from TVC, based on your personal circumstances and subject to the tax assessment criteria provided by the Inland Revenue Department (IRD).

Disclaimer

Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall due to market condition and currency movement which may affect the value of investments. The value of units may vary due to changes in exchange rates between currencies. Emerging markets may involve a higher degree of risk than in developed markets and are usually more sensitive to price movements.

Issued by Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability)

multiple awards

My MPF Choice - MPF Fund Platform is Now Live

The newly upgraded myMPFchoice.com is now officially live, offering a convenient fund comparison experience to help you make more informed investment decisions. Key features include:

Instant Fund Comparison and Analysis: Easily compare MPF fund performance of different MPF schemes with just a few clicks.

Customize MPF Contribution & Compare Returns: You can customize MPF contribution and calculate the returns using historical fund prices for comparisons.

Create a Fund Watchlist: Easily create a personalized fund watchlist to track the returns of your chosen funds.

Explore the new platform now and see how it simplifies your MPF management!

mpf choice

Sun Life MPF Shines with Multiple Awards

Sun Life MPF has been widely recognized for its exceptional products and services, including:

  • TVB ESG Awards - ESG Special Recognition Award for the second consecutive year
  • Hong Kong Customer Contact Association Award: Mystery Customer Assessment Award (Finance and Insurance) - Gold Award for the 15th consecutive year
  • Hong Kong Customer Contact Association Award: Inbound Customer Centre Team Leader of the Year - Gold Award

In 2024, Sun Life MPF was honored with 37 awards, underscoring our unwavering commitment to excellence. We will continue to strive to offer innovative products and exceptional services.

Note:

Internal statistic from Sun Life, covering the period from January 1, 2024 to December 31, 2024

Source: TVB ESG Awards

Source: Hong Kong Customer Contact Association Award

multiple awards

MPFA launched a New Educational Video for MPF Members

MPFA has launched a new educational video to help MPF members better understand how to know your MPF investment performance and review your current fund portfolio through the Annual Benefit Statements.

Please click here to watch the video.

multiple awards