In the post-pandemic era, fundamental transformations are taking place across society, the economy, investment and the working environments.


With Hong Kong at the forefront of these changes, how should organizations be prepared to confront the challenge of looking at the bigger picture, beyond the performance of your current pension design, and benchmark against the industry, as well as the needs and expectation of your employees?


In short, what would a new era in retirement investments look like?


At the Mercer Hong Kong MPF Forum 2022, our experts in pension and investment advisory, financial wellness and ESG frameworks will attempt to answer that very question. Along with industry experts and policy makers, we will discuss a wide range of topics and share insights and advices on,


  •  How does a new retirement planning mindset help us weather though the volatile, post-pandemic era?
  • How will digitalization, trends in individualism in DC/ Mandatory Provident Funds (MPF), and the development of green and sustainable finance will reshape the retirement and MPF industry in Hong Kong?

Resource Download


Morning session







Opening Remarks

Janet Li, Wealth Business Leader, Asia, Mercer


Abolition of Offsetting Arrangement (To be implemented in 2025)

Honourable Speaker

Cheung Hoi Shan, Assistant Commissioner for Labour (Policy Support), Labour Department, The Government of the HKSAR


Thinking forward - Asia Pension Regulatory Update & What’s Next for Hong Kong

Mandy Chan, Retirement Services Leader, Asia, Mercer



Fireside Chat:

What are on HR practitioners’ mind?

Moderated by Mandy Chan, Retirement Services Leader, Asia, Mercer


Featuring Ming Wong, Group Reward and HR Services Director, DFI Retail Group


Coffee Break


Panel Discussion:

Long-term Investing in the Face of a New Interest Rate Regime

Moderated by Adeline Tan, Wealth Business Leader, Hong Kong, Mercer

Featuring panelists

·   Raymond Chan, Investment Director, BCT Group

·   Ada Kung, Chief Investment Strategist, Sun Life Asset Management HK Limited 


Demystifying ESG – What is its Relevance with MPF?

Jaimee To, Sustainable Investment Consultant, Asia, Mercer & Julia Lee, Senior Wealth Consultant, Hong Kong, Mercer



Afternoon session





MPF Satisfaction Index

Yin Cheung, MPF Consultant, Hong Kong, Mercer


Entering a New MPF Era

Keynote Speaker

Gabriella Yee Gar-bo, Executive Director (Policy), Mandatory Provident Fund Schemes Authority (MPFA)


Panel Discussion:

How to improve Employee Financial Wellness?

Moderated by Freddie Cheng, Senior Consultant, Hong Kong, Mercer

Featuring panelists

·   Andy Yeung, Head of Pension Sales and Servicing, Pensions, HSBC

·   Louis Li, Associate Director, Hong Kong WI Sales, Fidelity International


Coffee Break


Coffee Chat:

Empower Our Community

Moderated by Rohan Bhappu, Chief Executive Officer of Marsh (Hong Kong) Limited

Featuring Catherine Tong Dannaoui, Executive Director, HandsOn Hong Kong



Panel Discussion:

Keys to Prosperous Retirement

Moderated by Virginia Tang, MPF Consultant, Hong Kong, Mercer

Featuring panelists

·       Elvin Tharm, Senior Managing Director, Head of Retirement Proposition, Strategy & Transformation, Asia Retirement, Manulife

·       Elaine Lau, Chief Corporate Solutions Officer, AIA International Limited

·       Sunny Yung, Executive Director and Chief Executive Officer, HKMC Annuity Limited (HKMCA)


Closing Remarks

Adeline Tan, Wealth Business Leader, Hong Kong, Mercer


Hybrid Event details:


Date & Time: 9 November, 2022; 9:00am – 4:30pm


Venue (by RSVP only): St. Regis Hotel Hong Kong, Wanchai


Register today to attend this signature event hosted by Mercer. Due to limited space, we will get in touch with you to confirm your attendance.