RetireWise Programme


In an IEC survey in October 2015, more than 60% of working adults said they experienced financial stress. It was also found that the financial stress of nearly half of those who have just retired was caused by the concern of insufficient savings for retirement.

In response to this, we developed the "RetireWise" programme and collaborated with employers and training organisations to assist working adults to plan their retirement better. The programme includes workshops on topics such as the factors affecting one’s financial needs in retirement, basic steps in retirement planning and features of common financial products in retirement planning.

In early 2016 when the programme was piloted, we appointed The Chinese University of Hong Kong to conduct evaluation surveys to gauge feedback from the participants to assess the impact of the programme. The key findings are as follows:

RetireWise Programme

For the full evaluation report of the programme, please click here.

We have delivered workplace programmes for a number of government departments, businesses and industry organisations. We can tailor the in-company programme to both employers and employees, and for different industries.

Interested employers and organisations please contact us at for more information.

“The benefits of the RetireWise Programme can be summarized in two words, “skillset” and “mindset”. Employees gained useful knowledge and tools, such as the Money Tracker mobile app. I was glad to see some employees who were initially unwilling to face their retirement challenge to actively participate in the discussions with their colleagues over retirement planning.”

Ms Florence Chow
Head of Group Human Resources, PCCW Limited

“While we may come across the term ‘retirement planning’ at different stages of our life, it may only become an imminent issue for most of us when retirement is approaching.  To raise staff’s awareness of the subject matter so that they can start the process early, The Chin Family’s RetireWise Workshop can provide our employees with the essential framework to take their retirement planning forward.”

Ms Rowena Poon
Human Resources Manager, Hong Kong Family Welfare Society