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The retirement checklist

You may have prepared years for the day when you can finally retire. Now that you're nearly there, you can use our handy checklist to see if you're completely ready or if there's anything left for you to do.

In retirement

  • I know what I want to do in retirement – e.g. travel, study and spend more time with family
  • I've prioritised my goals and worked out the income or fund I’ll need
  • I know how much support I'll get from family
  • I've worked out how much financial support I can provide for my family
  • I know my partner will be financially comfortable should anything happen to me

I've talked to my employer about my retirement date and begun planning for it.

  • I'm financially ready – my retirement fund can support my lifestyle
  • I know what my income will be in retirement
  • My financial plan matches my goals for retirement
  • I've decided how I'll receive money - e.g. a lump sum, an annuity or through investment returns
  • I have a plan in place for if my retirement fund runs out
  • I know what I'll receive as a pension or from other benefits
  • I know what I want to do in retirement – e.g. travel, study and spend more time with family
  • I've prioritised my goals and worked out the income or fund I’ll need
  • I know how much support I'll get from family
  • I've worked out how much financial support I can provide for my family
  • I know my partner will be financially comfortable should anything happen to me

I've talked to my employer about my retirement date and begun planning for it.

  • I'm financially ready – my retirement fund can support my lifestyle
  • I know what my income will be in retirement
  • My financial plan matches my goals for retirement
  • I've decided how I'll receive money - e.g. a lump sum, an annuity or through investment returns
  • I have a plan in place for if my retirement fund runs out
  • I know what I'll receive as a pension or from other benefits

More products and information

Global experts' advice to help you capture global investment opportunities and mitigate investment risks to meet your diversified investment and wealth management needs. Our investment products include: Structured productsDual Currency Investment and Enhanced Yield InvestmentOverseas Investment Plan, and Local Unit Trust and Hong Kong Mutual Recognition of Funds.

We take into account your protection needs at various life stages to help you find out suitable insurance plans, leveraging on our ability to offer a one-stop platform for your insurance needs.

You could check our insurance partner policies including Travel insuranceHealth insurance, and Life insurance, and our Online service.

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Although the above information is carefully written, the Bank does not warrant, state or guarantee the accuracy or completeness of the above information. The above information is not and should not be regarded as an offer or purchase invitation for any financial product, nor should it be viewed as an investment proposal.