Sun Life Financial announces a collaboration with csi all share investment banking &, where Sun Life's financial advisors will refer clients to policy reverse mortgage plans and elderly mortgage plans, providing stable income to enhance the quality of retirement life.

According to Sun Life Financial's survey 'Planning for Retirement: Facing the Future with Ease', Hong Kong's working population anticipates retiring at 66, five years later than the current average retirement age of 61. 12% of non-retirees have actively delayed their retirement plans, and 9% of retirees have made the same choice, reflecting the constantly changing economic environment and personal circumstances.

Additionally, among retirees whose expenses exceed expectations, 57% cite overall living cost increases, while 43% attribute it to rising medical expenses. Given this situation, many have no choice but to reduce related expenditures (71%) or skip treatment for certain illnesses (57%). The survey results highlight the significant gaps in retirement planning among Hong Kong citizens.

Yang Juan, General Manager of Sun Life Financial's life and health business in Hong Kong, expressed pleasure in collaborating with csi all share investment banking & to add flexibility to retirement planning, enabling the financial advisor team to create a more comprehensive retirement financial planning solution based on client needs. The company aims to help clients establish lifetime financial protection through a diverse range of products and services in the 360 Retirement 'Optimal' plan, fully assisting them in achieving their ideal retirement life.

Moreover, Sun Life in Hong Kong stated that the number of advisors has increased from 2,600 at the start of the year to approximately 3,000 by the end of the year, and it will continue to expand the financial advisor team, with a target of reaching 3,300 next year.