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

Vicky Yip - Account Manager, People Solutions - Hong Kong

Vicky Yip

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

Latest News & Insights

Lockton Secures Reinsurance Licence in Saudi Arabia 

Appoints Mohammed Al Rowais as CEO for Reinsurance Lockton Secures Reinsurance Licence in Saudi Arabia Appoints Mohammed Al Rowais as CEO for Reinsurance

CDP Group and Lockton Form Strategic Partnership to Strengthen Global Employee Benefits Governance

CDP Group and Lockton today announced a strategic partnership in Shanghai, combining CDP’s human capital management expertise with Lockton’s global insurance brokerage capabilities to strengthen cross border employee benefits, compliance and workforce risk management. The partnership aims to jointly develop best practices in global core talent benefits and help organizations build resilient, people centric structures in increasingly complex international environments.CDP Group and Lockton today announced a strategic partnership in Shanghai, combining CDP’s human capital management expertise with Lockton’s global insurance brokerage capabilities to strengthen cross border employee benefits, compliance and workforce risk management. The partnership aims to jointly develop best practices in global core talent benefits and help organizations build resilient, people centric structures in increasingly complex international environments.

Livy Dai Joins Lockton as CEO, China

Lockton Appoints Livy Dai as CEO of Lockton China to Drive Strategic Growth
SHANGHAI [9 March 2026] – Lockton, the world’s largest independent insurance brokerage, is proud to announce the appointment of Livy Dai as the new CEO of Lockton China. Based in Shanghai, Livy will report directly to Alex Yip, CEO of Lockton Greater China, as part of a strategic initiative to scale operations in one of the world's most dynamic economies.

With nearly 30 years of risk management and insurance brokerage experience, Livy joins Lockton following a distinguished career at Aon, where he was instrumental in establishing their presence in China. His expertise in developing long-term business strategies and his "client-first" leadership style will be pivotal in unlocking new growth potential for Lockton’s partners and communities.

Key Highlights of Livy Dai’s Leadership:

Decades of Expertise: 29 years of industry experience, including pivotal roles at Aon-COFCO.

Proven Track Record: Successfully launched and managed multiple branch offices across China.

Strategic Vision: Specialized in helping Chinese businesses expand internationally with tailored risk management solutions.

Industry Recognition: Named a Shanghai Leading Financial Talent in 2021.

"Livy’s appointment reinforces Lockton’s commitment to attracting top-tier talent," said Alex Yip, CEO of Lockton Greater China. "Together, we will leverage our unique Greater China advantage to deliver superior outcomes for our clients and associates."

This leadership transition marks a significant milestone in Lockton’s expansion across Asia, ensuring the firm remains at the forefront of innovation and client service in the global insurance market.Lockton Appoints Livy Dai as CEO of Lockton China to Drive Strategic Growth
SHANGHAI [9 March 2026] – Lockton, the world’s largest independent insurance brokerage, is proud to announce the appointment of Livy Dai as the new CEO of Lockton China. Based in Shanghai, Livy will report directly to Alex Yip, CEO of Lockton Greater China, as part of a strategic initiative to scale operations in one of the world's most dynamic economies.

With nearly 30 years of risk management and insurance brokerage experience, Livy joins Lockton following a distinguished career at Aon, where he was instrumental in establishing their presence in China. His expertise in developing long-term business strategies and his "client-first" leadership style will be pivotal in unlocking new growth potential for Lockton’s partners and communities.

Key Highlights of Livy Dai’s Leadership:

Decades of Expertise: 29 years of industry experience, including pivotal roles at Aon-COFCO.

Proven Track Record: Successfully launched and managed multiple branch offices across China.

Strategic Vision: Specialized in helping Chinese businesses expand internationally with tailored risk management solutions.

Industry Recognition: Named a Shanghai Leading Financial Talent in 2021.

"Livy’s appointment reinforces Lockton’s commitment to attracting top-tier talent," said Alex Yip, CEO of Lockton Greater China. "Together, we will leverage our unique Greater China advantage to deliver superior outcomes for our clients and associates."

This leadership transition marks a significant milestone in Lockton’s expansion across Asia, ensuring the firm remains at the forefront of innovation and client service in the global insurance market.

Critical minerals: managing risk amid the rush

The ever-growing role of critical minerals within the global economy is increasing government demand for secure, reliable, and sustainable supply. As a result, critical minerals policy is now a decisive factor in determining which mining, metals, and minerals projects get financed and permitted, and the basis and terms on which they are insured.

Engaging intelligently within the framework of governmental and other strategies can create strategic advantage and help access state support – but only if the inherent risks are understood and mitigated against.The ever-growing role of critical minerals within the global economy is increasing government demand for secure, reliable, and sustainable supply. As a result, critical minerals policy is now a decisive factor in determining which mining, metals, and minerals projects get financed and permitted, and the basis and terms on which they are insured.

Engaging intelligently within the framework of governmental and other strategies can create strategic advantage and help access state support – but only if the inherent risks are understood and mitigated against.
More Articles news and insights