Health and Wealth 2 Programme

Since the launch of the Health and Wealth Programme in 2016, thousands of retirees have learned about basic financial management and enhanced their skills in managing different financial matters during retirement.

In view of the increasing number of financial products targeted at retirees, we have introduced an advanced financial education programme for participants that have attended the Health and Wealth programme. The two themes in the Health and Wealth 2 programme are:

• Investing in retirement – how to select or manage stocks and funds as a retirement investment; and
  
  
• Insurance for retirees – how to manage existing life insurance policies, and select suitable medical insurance products and private annuities.

Both themes were piloted in 2019. Highlights of the evaluation are shown below:

Please click here for the full evaluation report.