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Hong Kong Wealth Management Monthly Report

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Hong Kong Wealth Management Monthly

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View onlyFirsthand#Retirees
13 OctTue
  1. MPFA: Press Releases25

    Chairman of MPFA and eMPF Company calls on employers to take a long-term view in strengthening employees' retirement protection

    The Chairman of the Mandatory Provident Fund Schemes Authority (MPFA) and eMPF Company Limited delivered a keynote address at the Hong Kong Management Association 2026 Quality Award Presentation Ceremony, calling on business leaders to adopt a long-term perspective and strengthen employees' long-term protection through institutionalised knowledge and the development of future-ready systems.

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6 OctTue
  1. MPFA: Press Releases17

    MPFA releases provisional MPF investment return data up to the end of September 2026

    The MPFA released provisional MPF investment return data up to the end of September 2026, with returns net of fees and charges. Since the MPF system's inception, equity funds and mixed asset funds, which account for 81% of total MPF assets, have delivered average annualised net returns of 5.1% and 4.7% respectively, compared with an annualised inflation rate of 1.8% over the same period. Under the Default Investment Strategy launched in 2017, the Core Accumulation Fund has delivered an average annualised net return of 7.1% since inception, compared with an annualised inflation rate of 1.8% over the same period.

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4 OctSun
  1. MPFA: Press Releases36

    MPFA Chairman’s Blog: eMPF Platform Launches One-Stop MPF Account Information Enquiry Service

    In a blog post, the Chairman of the MPFA announced that the eMPF Platform will launch a one-stop MPF account information enquiry service on October 5. The service is available to MPF scheme members, authorized persons, estate representatives, and those prioritizing the estates of deceased scheme members, allowing them to enquire about trustee and scheme names, account numbers, and balance information. Applications require submission of corresponding authorization or legal documentation based on identity, and account information will only be provided after identity and authorization verification.

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16 SeptWed
  1. MPFA: Press Releases51

    MPFA Welcomes Hong Kong’s First Five-Year Plan and 2026 Policy Address, Will Advance MPF-Related Reforms

    The Mandatory Provident Fund Schemes Authority (MPFA) issued a press release on September 16, 2026, welcoming the Chief Executive’s announcement of Hong Kong’s first Five-Year Plan (2026-2030) and the 2026 Policy Address on the same day. It stated that it will fully support the implementation of measures to optimize the MPF system and enhance retirement protection.

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1 SeptTue
  1. MPFA: Press Releases35

    MPFA and eMPF Platform Company Release 2025-26 Annual Report

    The Mandatory Provident Fund Schemes Authority (MPFA) and its wholly-owned subsidiary, the eMPF Platform Company, released their 2025-26 Annual Report on September 1, covering key work and financial reports for the fiscal year. As of the end of March 2026, total MPF assets exceeded HK$1.5 trillion, total contributions for the fiscal year reached HK$91.23 billion, with voluntary contributions accounting for 26%; the eMPF Platform has completed the onboarding of all 24 MPF schemes, and administrative fees have been reduced to 0.29%.

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30 AugSun
  1. MPFA: Press Releases22

    MPFA Chairman’s Blog: MPF Is an Effective Retirement Protection

    In a blog post, the Chairman of the MPFA pointed out that the MPF can complement various forms of support under Hong Kong’s multi-pillar retirement protection framework, including public healthcare, public/subvented housing, concessionary public transport fares for the elderly, and social security allowances, providing employees with adequate basic retirement protection.

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18 MarWed
  1. Prudential: Press Releases18

    Prudential research finds financial well-being in Asia declines gradually with age

    Prudential has released its inaugural Asia Financial Well-being Index, surveying 7,707 adults aged 18-60 across 8 Asian markets, with an overall score of 58.9 out of 100. The 18-35 age group scored highest at 59.8, while the 50-60 age group scored lowest at 57.7, showing a gradual decline with increasing age. Vietnam ranked first in the region with a score of 65.1, while Hong Kong ranked last at 52.5. Only 18% of respondents believe they have access to the financial services needed to achieve financial success.

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