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.

— PEOPLE SOLUTIONS

Retirement Consultancy Services

Have you reviewed your company’s Retirement schemes recently, including MPF and ORSO schemes?

Lockton offers comprehensive retirement consulting services, encompassing plan review, comparison, evaluation and analysis. Our team assists you in closely monitor your schemes’ performance, strategizing effectively, and achieving improved outcomes for your employees.

How Lockton Can Help

Lockton works with major MPF trustees and service providers. Clients can feel confident that we will find the best scheme administrator, custodian, or investment manager to fit their needs.

Our ongoing services:

  • Regular MPF Market Updates

  • Annual Scheme Review

  • MPF/ ORSO Schemes Consolidation

  • Introduce Flexible Retirement Scheme Arrangement

  • Customized Member Briefing Session

  • MPF Day

  • MPF Post-employment Service

Trusted Advisor

As your MPF intermediary, Lockton assists your management and HR teams throughout the scheme review and provider selection process. We support clients across various industries, optimize their benefit programs and retain talents in today’s competitive market.

Download our latest MPF Survey Results

The results are in! Our survey features data from around 120 companies across various industries. Discover the key insights from the 2024 Lockton Hong Kong MPF Survey, conducted from February to June 2024 here.

Lockton's 2024 MPF Survey Report
PDF1709 KB

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, the world’s largest independent insurance brokerage, has announced today the unification of its U.S.-based Lockton Financial Services (LFS) and International ProFin teams under a single, global practice: Lockton Professional and Executive Risk. Lockton launches Professional and Executive Risk, transforming its global financial lines business

Lockton launches Professional and Executive Risk, transforming its global financial lines business

article
Lockton, the world’s largest independent insurance brokerage, has announced today the unification of its U.S.-based Lockton Financial Services (LFS) and International ProFin teams under a single, global practice: Lockton Professional and Executive Risk.   This ...
Lockton launches Professional and Executive Risk, transforming its global financial lines business

Ensuring business resilience in a polarised world

Businesses need to adjust to a world where accelerating geopolitical shifts are becoming the new norm. Remaining agile and adaptive in a polarised world will be a precondition for success going forwards.Businesses need to adjust to a world where accelerating geopolitical shifts are becoming the new norm. Remaining agile and adaptive in a polarised world will be a precondition for success going forwards.

Lockton India Expands Transactional Lines Division with Key Appointments

We are proud to announce the launch of our Transactional Lines Division in India, focused on providing specialized risk solutions for mergers and acquisitions, private equity, and other complex transactions. The division will be led by newly appointed Managing Director - Transactional Lines, Anand Kaul. With 17 years of experience in insurance broking, including over a decade specializing in transactional liability solutions, Anand brings deep expertise in structuring risk transfer mechanisms for M&A transactions, private equity (PE) firms, venture capital (VC) funds, and corporate clients. The team also includes the appointment of Neelam Koyande as Director - Transactional Lines. With over 20 years of experience in business development across various industries, Neelam will lead client acquisition and service our transaction liability offerings, leveraging our global expertise to provide innovative risk solutions to dealmakers in India. Recent appointments to the team include Kulvir Singh joining as Senior Vice President and Riddhi Pisal as Assistant Vice President. These appointments play a crucial role in strengthening our presence in India’s M&A and private equity ecosystem, further cementing the firm’s reputation as a trusted, independent risk advisory partner. Speaking on the appointment, Dr. Sandeep Dadia, CEO & Country Head Asia Board Member, India said, “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.” As we continue to expand our innovative, client-centric approach, the company remains dedicated to providing strategic insurance solutions that drive confidence and success for our clients.We are proud to announce the launch of our Transactional Lines Division in India, focused on providing specialized risk solutions for mergers and acquisitions, private equity, and other complex transactions. The division will be led by newly appointed Managing Director - Transactional Lines, Anand Kaul. With 17 years of experience in insurance broking, including over a decade specializing in transactional liability solutions, Anand brings deep expertise in structuring risk transfer mechanisms for M&A transactions, private equity (PE) firms, venture capital (VC) funds, and corporate clients. The team also includes the appointment of Neelam Koyande as Director - Transactional Lines. With over 20 years of experience in business development across various industries, Neelam will lead client acquisition and service our transaction liability offerings, leveraging our global expertise to provide innovative risk solutions to dealmakers in India. Recent appointments to the team include Kulvir Singh joining as Senior Vice President and Riddhi Pisal as Assistant Vice President. These appointments play a crucial role in strengthening our presence in India’s M&A and private equity ecosystem, further cementing the firm’s reputation as a trusted, independent risk advisory partner. Speaking on the appointment, Dr. Sandeep Dadia, CEO & Country Head Asia Board Member, India said, “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.” As we continue to expand our innovative, client-centric approach, the company remains dedicated to providing strategic insurance solutions that drive confidence and success for our clients.

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After several years of post-pandemic recovery and trading uncertainties, the beginning of 2025 has seen an increase in market participants that has led to insurance capacity reaching an all-time high. This comes despite ongoing challenges in the broader economic and geopolitical landscape. After several years of post-pandemic recovery and trading uncertainties, the beginning of 2025 has seen an increase in market participants that has led to insurance capacity reaching an all-time high. This comes despite ongoing challenges in the broader economic and geopolitical landscape.
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