Lockton Retirement Consultancy provides you and your team with comprehensive Retirement solutions including expert review and services powered by our quality providers. We offer a range of products and services to meet business insurance needs around the world.

— PRODUCT

Pension, MPF and Retirement Services

Our Services

Our advisors specialize in retirement consulting services, working with a wide range of retirement plans and various plan designs, including voluntary contributions formula and vesting scale, tax deductible voluntary contribution features, and their associated advantages.

Our services include:

  • Benefits Strategy Development

  • Plan Design and Review

  • Provider Selection and Management

  • Member Education Sessions including employee seminar or briefing, one-on-one helpdesk.

  • Market Insights and Update

  • Merger and Acquisition Consulting

  • Project Management includes benefits harmonization, provider consolidation.

Industry Relationships

Lockton collaborates with major retirement plan carriers, comprehensively understanding their capabilities, key processes, and strategic objectives. Clients can rely on us to identify the ideal administrator or trustee to meet their needs, while service providers can be assured that we prioritize the best interests of all parties involved.

Lockton Retirement Consultancy Services

Have you reviewed your company’s Retirement schemes lately? Our Hong Kong Retirement experts are ready to assist you and your team.

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Key Contacts - Hong Kong

Jackie Chan - Assistant Vice President, Employee Benefits Hong Kong

Jackie Chan

Vice President - People Solutions
jackie.chan@lockton.com

Vicky Yip - Account Manager, People Solutions - Hong Kong

Vicky Yip

Account Manager - People Solutions
vicky.yip@lockton.com

Manus Chan - SVP, People Solutions, Greater China, Hong Kong - Consulting and Innovation

Manus Chan

Senior Vice President - People Solutions - Greater China
manus.chan@lockton.com

General Inquiries

General Enquiries

LocktonPeopleSolutions.HK@lockton.com

Latest News & Insights

Lockton India Strengthens Transactional Lines with Anand Kaul's Appointment Lockton India is pleased to announce the appointment of Anand Kaul as Managing Director - Transactional Lines. With 17 years of experience in insurance broking and over a decade specializing in transactional liability solutions, Anand brings unparalleled expertise in structuring risk transfer mechanisms for M&A transactions, private equity firms, venture capital funds, and corporate clients. Expertise in Transactional Risk Management Prior to joining Lockton, Anand led transaction liability teams at global brokers like JLT and Aon, developing innovative risk transfer solutions for complex deals. His deep understanding of transactional risk management will significantly enhance Lockton India's offerings, providing specialized solutions to dealmakers nationwide. Leadership and Growth As Managing Director, Anand will lead and grow Lockton India's transactional liability practice, focusing on tailored risk solutions for mergers and acquisitions, private equity, and other complex transactions. He will leverage Lockton's global expertise to develop bespoke solutions that empower businesses with confidence and security. Quote from Dr. Sandeep Dadia, CEO & Country Head, Lockton India "Anand brings extensive experience and expertise in transaction liability, a critical area for businesses navigating complex deals. His leadership will further strengthen Lockton India’s capabilities in structuring innovative risk transfer solutions. We are confident that his appointment will drive growth and deliver significant value to our clients." Join Us in Welcoming Anand Kaul We are excited about the expertise and leadership Anand brings and look forward to achieving new milestones together.Lockton Appoints Anand Kaul as Managing Director - Transactional Lines

Lockton Appoints Anand Kaul as Managing Director - Transactional Lines

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We are pleased to announce the appointment of Anand Kaul as Managing Director - Transactional Lines at Lockton, India. Anand brings 17 years of experience in insurance broking, with over a decade specializing in transactional liability solutions. His expertise ...
Lockton Appoints Anand Kaul as Managing Director - Transactional Lines

Lockton Welcomes Jay Sharma as Regional Head of Specialties, Asia

Lockton Asia proudly announces the appointment of Jaideep (Jay) Sharma as Regional Head of Specialties, reinforcing its commitment to delivering innovative insurance solutions across Asia and beyond. With over 33 years of global leadership experience, Jay relocates to Singapore from New York, bringing expertise in specialties, multinational operations, and talent development. His distinguished career includes transformative roles at Marsh, Aon, and WTW, where he drove revenue growth, operational excellence, and award-winning team performance. Recognized for fostering inclusive cultures and client-centric strategies, Jay will enhance Lockton Asia’s specialty offerings and support multinational clients with cutting-edge solutions. Join us in welcoming Jay as he leads Lockton Asia’s next phase of strategic growth.Lockton Asia proudly announces the appointment of Jaideep (Jay) Sharma as Regional Head of Specialties, reinforcing its commitment to delivering innovative insurance solutions across Asia and beyond. With over 33 years of global leadership experience, Jay relocates to Singapore from New York, bringing expertise in specialties, multinational operations, and talent development. His distinguished career includes transformative roles at Marsh, Aon, and WTW, where he drove revenue growth, operational excellence, and award-winning team performance. Recognized for fostering inclusive cultures and client-centric strategies, Jay will enhance Lockton Asia’s specialty offerings and support multinational clients with cutting-edge solutions. Join us in welcoming Jay as he leads Lockton Asia’s next phase of strategic growth.

Lockton Appoints Rahul Bhatia as Chief of Staff, India

We are excited to announce the appointment of Rahul Bhatia as Chief of Staff at Lockton in India. Rahul brings over 17 years of extensive experience in wholesale banking and consulting, having held leadership roles at Deloitte and First Abu Dhabi Bank (FAB) India. His expertise spans strategy, operations, business management, financial planning, and corporate advisory. At Deloitte, Rahul served as Operations Controller and Chief of Staff, overseeing strategic and operational functions across multiple locations and business units. Before that, at FAB India, he played a key role in strategy design, implementation, new projects, and governance. His contributions to the corporate banking sector, including his tenure at RBS India, have been instrumental in driving growth and innovation. As Chief of Staff, India, Rahul will act as a strategic advisor to the CEO, providing insights and recommendations to drive long-term growth. He will collaborate across departments to ensure operational alignment with the company’s strategic vision. Beyond his professional achievements, Rahul is a dedicated husband and father to two sons. He enjoys traveling with his family, playing badminton, and exploring astrology in his free time. Please join us in extending a warm welcome to Rahul as he becomes part of our Lockton family! We are certain that Rahul’s vast expertise and strategic leadership will further strengthen our team and drive impactful growth. We look forward to reaching new milestones with him on board. We are excited to announce the appointment of Rahul Bhatia as Chief of Staff at Lockton in India. Rahul brings over 17 years of extensive experience in wholesale banking and consulting, having held leadership roles at Deloitte and First Abu Dhabi Bank (FAB) India. His expertise spans strategy, operations, business management, financial planning, and corporate advisory. At Deloitte, Rahul served as Operations Controller and Chief of Staff, overseeing strategic and operational functions across multiple locations and business units. Before that, at FAB India, he played a key role in strategy design, implementation, new projects, and governance. His contributions to the corporate banking sector, including his tenure at RBS India, have been instrumental in driving growth and innovation. As Chief of Staff, India, Rahul will act as a strategic advisor to the CEO, providing insights and recommendations to drive long-term growth. He will collaborate across departments to ensure operational alignment with the company’s strategic vision. Beyond his professional achievements, Rahul is a dedicated husband and father to two sons. He enjoys traveling with his family, playing badminton, and exploring astrology in his free time. Please join us in extending a warm welcome to Rahul as he becomes part of our Lockton family! We are certain that Rahul’s vast expertise and strategic leadership will further strengthen our team and drive impactful growth. We look forward to reaching new milestones with him on board.

Parenting and Productivity: A Winning Workplace Formula Focused on Employee Benefits and Wellbeing

In today's evolving work environment, employee wellbeing stands as a cornerstone of successful organizations. For working parents, balancing professional duties with family life is critical not only for personal happiness but also for workplace productivity. Companies that prioritize family-friendly policies and employee benefits not only retain top talent but also foster a culture of trust, loyalty, and wellbeing.In today's evolving work environment, employee wellbeing stands as a cornerstone of successful organizations. For working parents, balancing professional duties with family life is critical not only for personal happiness but also for workplace productivity. Companies that prioritize family-friendly policies and employee benefits not only retain top talent but also foster a culture of trust, loyalty, and wellbeing.
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