【GUM MPF Investment Forum 2023 - An Employee-led Future】 | September 20th 2023
MPF Plan Design & Review
Importance of MPF Plan Design
How to achieve a higher MPF ROI
What can we help
Why is MPF Plan Design & Review important?
MPF exceeds $1 TRILLION in asset size now!
Employers are spending a lot of money on MPF every year
MPF saving is a significant portion of employees' total compensation.
For example, for an employee with 5 years of service, his/her MPF saving is likely to be 6 to 8 months of salaries.
Regular review is important
Regular review is important – the market changes from time to time and each scheme may perform differently over the period.
How GUM help employer strive for Higher MPF ROI
GUM Corporate Client Average Return VS Market Average Return
Gained Extra HK$374+ millions over last 10 years
8 out of 10 years outperformed market
Wondering what to do to achieve a higher ROI in MPF?
Kickstart with this MPF Scheme Checklists for Employers!
1.Regular review of provider performance?
2. Chance to re-opt?
3. Employee feedback?
4. Member briefing?
5. Market update?
6. New joiner orientation?
5 criteria compared to the market
Fees & Charges
Service and Member Support
Sizable and increasing
Investment capabilities and manager structure
Track record of performance
Most Suitable Scheme
Sizeable market share with growing trend
Wide range of fund choices
Strong track record of performance and good
Attractive fee rebate
Strong service support
Do you know how is your scheme performing?
Contact us for more market data!
Understand the Needs and Challenges of ER & EE
Pension scheme positioning
Cost impact & employee satisfaction
EE retirement protection
MPF Confidence Index Survey
Review Your Existing Pension Scheme
Existing scheme features, investment preferences, asset profile
Mapping ER challenges & EE needs with solutions
WHICH For ER?
Advice on Pension Strategy & Choice
Platform analysis: Scheme features, Fund choice, fee, Administrative effectiveness, Performance
Suitability & Optimization
HOW For EE?
Provide Support On Member Education
Member service team
EE seminar (Briefing)
Employee Services on Pension
GUM have an experienced team to handle investment-related enquiries from members
1-to-1 financial coach
Easy ways to connect (WhatsApp Enquiry)
Don't Wait. Act Now!
Talk to us for more details of MPF Plan Design & Review
Please fill in the details
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Last Name *
Company Name *
Company Size *
Job Title *
Business Email Address
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