Retirement Mastery to a brighter life

Are you ready to put your retirement life in control?

 

Sun Life Retirement Mastery Index (“Index”) aims to study Hong Kongers’ degree of control over retirement, in the hope of helping Hong Kongers understand their strengths and advantages on the retirement planning journey. By evaluating Hong Kongers’ real performance in three pillars: “Intelligence”, “Momentum”, and “Positive Experiences”, the study reveals the degree of control over retirement planning from the respondents.

 

 

3 pillars for Retirement Mastery Index 

 

Editor’s pick – how to improve
your retirement mastery?

 

Intelligence

Assesses the individuals’ information and knowledge of retirement planning and retirement savings

Score：55.2

 

 

Momentum

Looks at concrete actions taken to plan and save for retirement

Score：56.4

 

 

 

Positive Experiences

Considers personal experiences on the retirement journey.

Score：57

The Index results in a score of 56.3. It finds room for improvement for Hong Kongers with respect to their actual performance in retirement planning. More than half of the respondents agree that mastery of “Intelligence”, “Momentum”, and “Positive Experiences” is important for planning and saving for retirement. However, only 30% are highly satisfied with their real performance under these pillars.

We understand that life can be busy, but regular reviews of retirement savings portfolio can go a long way. Our wealth solutions and suite of interactive tools help our clients plan and assess their progress on the retirement journey, putting them in control of their retirement life.

The 3 pillars for Sun Life Retirement Mastery Index

^The Company commissioned Nielsen to survey 1,000 financially capable Hong Kongers, aged 30 to 45. The survey was conducted via online questionnaire between February 1 and February 5, 2021. The Sun Life Retirement Mastery Index studies Hong Kongers’ degree of control over retirement planning, by evaluating their real performance in three pillars: “Intelligence”, “Momentum”, and “Positive Experiences”. Hence, the final score is extrapolated and calibrated from the feedback received under the three pillars.

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