Life and Retirement Services Our Services Lockton offers the best of both worlds: The global expertise of the world’s largest privately owned insurance brokerage A network of Advisors providing localized solutions to meet your unique needs. Our Advisors work with all retirement plan types, pension and voluntary contributions, and Executive Benefits. Our services include: Benefits Strategy Development Plan Design Vendor Selection and Management Investment Advice Employee Engagement Strategy Development Regulatory Insights and Fiduciary Training Compliance Examinations Merger and Acquisition Consulting Project Management Industry Relationships Lockton works with the nation's largest retirement plan administrators, thousands of fund managers, and the most trusted insurance carriers. We understand their full range of capabilities, their key processes, and their strategic intent. Clients can feel confident that we will find the best record-keeper, insurance issuer, or portfolio manager to fit their needs. Service providers can feel confident that we operate with everyone's best interests in mind. Our comprehensive benefit products: Group Life Insurance Group Income Protection Group Dental Key Person Insurance Short and long term disability – group income protection International benefits Flex and voluntary products

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.

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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

Latest News & Insights

Lockton surpasses $4.0B in FY2025 revenue, driven by industry-leading organic growth and relentless focus on client.Lockton Surpasses $4B in FY2025 Revenue

Inside Risk: lithium-ion battery returns – managing property fire risk in the retail sector

Lithium-ion batteries have become both ubiquitous and essential to our modern lives. Utilised in our homes, workplaces, and transportation, lithium-ion batteries provide a readily available and reliable source of power for devices, such as cars, e-bikes, computers, and mobile phones. Lithium-ion batteries have become both ubiquitous and essential to our modern lives. Utilised in our homes, workplaces, and transportation, lithium-ion batteries provide a readily available and reliable source of power for devices, such as cars, e-bikes, computers, and mobile phones.

Cyber-physical risk in the marine sector: a wake-up call from the MSC Antonia

The recent grounding of the MSC Antonia near the Eliza Shoals off Jeddah on 10 May 2025 has brought into sharp focus the real-world consequences of cyber-physical attacks in the maritime sector – and particularly within the MENA region. Analysis by respected maritime intelligence firms such as Pole Star Global and Windward indicate that the vessel's navigational systems were likely compromised by GPS jamming, leading to incorrect positioning data and ultimately to the grounding incident.

This event underscores the growing cyber threat to vessel movement in the region – one with potential outcomes including groundings, collisions, and environmental harm. For MENA, where critical trade routes such as the Strait of Hormuz and the Suez Canal are lifelines of global commerce, the implications are particularly serious. Regional security dynamics, increased reliance on digital systems, and proximity to cyber-capable nation-state actors elevate both the frequency and severity of these risks.

Despite this, in our work with marine clients across the Middle East and North Africa, we continue to observe a significant disconnect between emerging cyber threats and existing risk transfer arrangements. That gap must close before the next incident occurs.
The recent grounding of the MSC Antonia near the Eliza Shoals off Jeddah on 10 May 2025 has brought into sharp focus the real-world consequences of cyber-physical attacks in the maritime sector – and particularly within the MENA region. Analysis by respected maritime intelligence firms such as Pole Star Global and Windward indicate that the vessel's navigational systems were likely compromised by GPS jamming, leading to incorrect positioning data and ultimately to the grounding incident.

This event underscores the growing cyber threat to vessel movement in the region – one with potential outcomes including groundings, collisions, and environmental harm. For MENA, where critical trade routes such as the Strait of Hormuz and the Suez Canal are lifelines of global commerce, the implications are particularly serious. Regional security dynamics, increased reliance on digital systems, and proximity to cyber-capable nation-state actors elevate both the frequency and severity of these risks.

Despite this, in our work with marine clients across the Middle East and North Africa, we continue to observe a significant disconnect between emerging cyber threats and existing risk transfer arrangements. That gap must close before the next incident occurs.

Ensuring the right cargo cover amid tariff uncertainty

The recent US import tariff changes have created significant trade disruption in the cargo market: goods were expedited prior to expected tariff increases, or after the announcement, diverted to other destinations, or held in storage awaiting improved tariff conditions.The recent US import tariff changes have created significant trade disruption in the cargo market: goods were expedited prior to expected tariff increases, or after the announcement, diverted to other destinations, or held in storage awaiting improved tariff conditions.
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