Retirement readiness & investment

61% of non-retired Hongkongers have a retirement plan in place but a majority say they face challenges when planning for their retirement.

We surveyed 1,000 non-retired Hongkongers to find more about retirement planning – their expectations, attitudes and challenges faced.

Key findings from this research

  • Primary objective is to generate steady income.
  • Average age is start planning for retirement: 40.
  • Non-retired Hongkongers are saving on average HK$6,500 per month for retirement.
Challenges faced during retirement planning
Common concerns about retirement planning

Other findings

  • Only 1 in 2 (53%) non-retired Hongkongers feel confident they will achieve their desired financial reserves by their intended retirement age.
  • Close to three out of four (68%) would continue working during retirement if they don’t have enough funds.

HK$2.4 mn

gap in desired financial reserves for retirement vs. expected expenditure

60%

would welcome more investment options to improve returns and diversification

5.7%

expected average annual return

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