Retirement Planning
                                                               
                                                               

                                                              DIS Launches on 1 April – New Forms Are Available

                                                              The Default Investment Strategy (DIS) will be launched on 1 April 2017, as the default arrangement in every MPF scheme. As the DIS and the funds under the DIS (i.e. Core Accumulation Fund and Age 65 Plus Fund) are new investment choices, quite a number of relevant forms have been updated. To ensure the requests are handled smoothly and in a timely manner, employers and members are reminded to use the new forms starting from 1 April.

                                                               

                                                              For Employers

                                                              In particular, please be reminded to use the new "Member Enrolment Form" for enrolling your staff to the MPF scheme.

                                                              For Members

                                                              If you would like to make any fund switching related requests, please use the new "Change of Investment Mandate for Future Contributions / Fund Switching for Existing Balance Form".

                                                               

                                                              All NEW FORMS are now available for download here.

                                                              To learn more about the DIS, please visit our DIS tab.


                                                              Introduction

                                                              Retire on Your Own Terms – Let BCT help you plan a fulfilling retirement

                                                              Whether you are just starting to work or you are well into your career, now is a good time to discover if you are on the right track to retire comfortably. Use the following resources and find out what you need to live your dream retirement.

                                                              Take the first step to your retirement planning

                                                              Living for another 30 to 40 years after work is not impossible. Want to know whether you are on the right track and how should one start preparing?

                                                              What type of investor are you?

                                                              All investments involve risk and risk tolerance varies by individuals. Depending on your retirement goals, income, age and investment aggressiveness, you will fall into one of the following categories. Select the option that applies most to you:

                                                              Are you on the right path for retirement?

                                                              No matter your age, it's always a good idea to make sure you’re on track for retirement. Use our retirement calculator to find out how much you need to live the retirement you want and how to get there.