— PRODUCT

Retirement 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.

Key Contacts - Hong Kong

Jackie Chan

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

Vicky Yip

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

General Enquiries

LocktonPeopleSolutions.HK@lockton.com

Latest News & Insights

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.

Livy Dai Joins Lockton as CEO, China

We are excited to announce the appointment of Livy Dai as the new CEO of Lockton China, based in Shanghai. Livy brings nearly 30 years of risk management and insurance brokerage experience, along with a wealth of industry insights. His strategic mindset, stron ...

SAIC Motor and Lockton Establish Strategic Partnership to Support Chinese Auto Brands’ Global Expansion