Too busy or unfamiliar with investing to manage your MPF? “MPF Navigator”, a smart investment tool designed to simply and enhance MPF management, is now fully launched to ALL Sun Life MPF members.

Developed in collaboration with AQUMON, “MPF Navigator” integrates advanced algorithms and market analysis and forecasting trend from various financial experts including Sun Life Asset Management (Hong Kong), to deliver personalized “Reference Investment Portfolios” and retirement planning insights.

Through a simple assessment, “MPF Navigator” categorizes MPF members into different “Reference Investment Portfolios” based on your risk tolerance, investment goals, and investment preference, providing different asset allocation strategy to meet your investment needs. This portfolio is updated quarterly to help you stay ahead of market changes. Moreover, with an enhanced “Smart Retirement Calculator” and “DIY Portfolios”, you will have the tools you need to take control of your MPF with confidence and achieve a worry-free retirement.

Login to Sun Life MPF App (App Store / Google Play ) or the Online Pension Services Centre , select “MPF Navigator” on the homepage, and begin your smart investment journey!

Sun Life launched its new constituent fund – the Sun Life MPF Income Fund. This fund aims to seek to provide investors with stable income and capital appreciation over medium to long term. With the introduction of the new constituent fund, the total number of constituent funds offered by Sun Life MPF increased to 19, providing MPF members a wider range of choices.

Sun Life also introduced a standing instruction service. Eligible MPF members¹ who attain the normal retirement age of 65 or attain the early retirement age of 60, such MPF member may elect by giving a standing instruction to receive his/her accrued benefits under the Sun Life MPF Conservative Fund by monthly, quarterly or annual payments, effectively creating a source of 'self-generated income’, while retaining the remaining funds in their MPF accounts for ongoing investment.

For details, please visit:

https://sunlife.co/2dvh

¹ With effect from 17 February 2025, when a self-employed person, personal account member or TVC member who has accrued benefits under or derived from the Sun Life MPF Conservative Fund (including benefits arising from the investment of dividends distributed by the Sun Life MPF Income Fund into the Sun Life MPF Conservative Fund) attains the normal retirement age of 65 or attains the early retirement age of 60 and certifies to the Trustee by statutory declaration that he/she has permanently ceased his/her employment or self-employment, such member may elect by giving a standing instruction to receive his/her accrued benefits under or derived from the Sun Life MPF Conservative Fund by monthly, quarterly or annual payments.

Sun Life is offering a limited-time MPF Accrued Benefits Transfer Promotion Program! From now until April 30, transfer your accrued benefits to the Sun Life Rainbow MPF Scheme and enjoy a one-off bonus unit rebate up to HK$100,000!

For more details, please refer to Sun Life web site:

Limited Time Offer: Accrued Benefits Transfer Promotion Program

In recent years, more Hong Kongers have been focusing on their financial plans for retirement. With a challenging investment landscape in 2025, how should pre-retirees or retirees manage their assets?  Our investment experts share the “4% rule” and explore multiple income investment tools in the Macro Observation video.

Check out more here: https://sunlife.co/e52605

Note: The content in the video is only for general information sharing. It is not a form of investment opinion, it is neither an invitation of investment, nor an agreement to make a purchase of any investment product. Sun Life Asset Management (HK) Limited is not responsible for any loss or damage arise from the information or opinion featured in this video and not responsible for the completeness of any information or opinion.