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

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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

General Inquiries

General Enquiries

LocktonPeopleSolutions.HK@lockton.com

Latest News & Insights

Discover why cyber business interruption insurance is vital for Asia’s retailers facing ransomware, data breaches, and e-commerce disruptions.Why Cyber Business Interruption Insurance Is a Lifeline for Retailers in Asia

Why Cyber Business Interruption Insurance Is a Lifeline for Retailers in Asia

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Technology drives retail today—powering e-commerce platforms, inventory systems, and payment gateways. With 62.6% of global e-commerce originating in the Asia Pacific region (1), this key market represents both a growth engine for retailers and an appealing ta ...
Why Cyber Business Interruption Insurance Is a Lifeline for Retailers in Asia

Lockton Hong Kong: Celebrating 40 Years of Service Excellence

Lockton Hong Kong celebrates 40 years of service excellence as a leading insurance broker in Hong Kong, combining local expertise with Lockton’s global network to deliver bespoke risk, insurance and employee benefits solutions for multinational corporations and fast‑growing enterprises across Greater China and beyond. Lockton 香港慶祝成立 40 週年，作為本地領先的獨立保險經紀公司，結合紮實在地經驗與全球專家網絡，為跨國企業及高速增長的本地企業提供度身訂造的風險管理、保險及員工福利方案，並持續服務香港及大中華區社群。 Lockton 香港庆祝成立 40 周年，作为本地领先的独立保险经纪公司，结合扎实在地经验与全球专家网络，为跨国企业及高速增长的本地企业提供度身订造的风险管理、保险及员工福利方案，并持续服务香港及大中华区社群。 Lockton Hong Kong celebrates 40 years of service excellence as a leading insurance broker in Hong Kong, combining local expertise with Lockton’s global network to deliver bespoke risk, insurance and employee benefits solutions for multinational corporations and fast‑growing enterprises across Greater China and beyond. Lockton 香港慶祝成立 40 週年，作為本地領先的獨立保險經紀公司，結合紮實在地經驗與全球專家網絡，為跨國企業及高速增長的本地企業提供度身訂造的風險管理、保險及員工福利方案，並持續服務香港及大中華區社群。 Lockton 香港庆祝成立 40 周年，作为本地领先的独立保险经纪公司，结合扎实在地经验与全球专家网络，为跨国企业及高速增长的本地企业提供度身订造的风险管理、保险及员工福利方案，并持续服务香港及大中华区社群。

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From cloud outages to cybersecurity failures, the digital backbone of modern business is under constant strain. In this environment, preparation and planning aren’t optional — they’re a must. Organizations can build resilience through risk assessments, incident response planning, and cyber insurance strategies that help mitigate the impact of inevitable outages.From cloud outages to cybersecurity failures, the digital backbone of modern business is under constant strain. In this environment, preparation and planning aren’t optional — they’re a must. Organizations can build resilience through risk assessments, incident response planning, and cyber insurance strategies that help mitigate the impact of inevitable outages.

Why risk needs to be part of your renewable project narrative

As part of a global push towards a decarbonised grid, renewable project developers and investors are navigating increasingly complex risks, often beyond what standard project planning and contractual counterparty negotiations can manage. Proactive risk framing and insurance partnership strategies can help project developers and investors to better manage uncertainty and make their assets more bankable and tradable.As part of a global push towards a decarbonised grid, renewable project developers and investors are navigating increasingly complex risks, often beyond what standard project planning and contractual counterparty negotiations can manage. Proactive risk framing and insurance partnership strategies can help project developers and investors to better manage uncertainty and make their assets more bankable and tradable.
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