Retirement protection - Hong Kong



Paper no.TitlePublication date
RB01/16-17 Financial challenges faced by households in Hong Kong 2016.11.21
IN20/13-14 Retirement protection systems in selected places 2014.07.25
IN09/12-13 Minimum and maximum levels of relevant income for Mandatory Provident Fund contributions 2013.02.27
IN07/12-13 Overview of the Mandatory Provident Fund System 2013.01.03
RP01/11-12 Retirement Protection System in Selected Places

In Hong Kong, the adequacy of the social security system and the Mandatory Provident Fund system to protect the retirement life of the elders has aroused much public concerns in recent years. In addition, Hong Kong stands in contrast with many developed economies for its lack of a public pension scheme as a safety net of last resort for the needy elders. This research report studies the retirement protection system implemented in Australia, New Zealand, Spain, Taiwan and Hong Kong, and compares how they fare in terms of the five-pillar model put forward by the World Bank in 2005.
2012.05.07
IN13/10-11 The World Bank conceptual framework on the reform of pension system and latest development of social security system for retirement protection in selected places 2011.06.01
RN11/10-11 Comprehensively reviewing the Mandatory Provident Fund Scheme (Chinese version only) 2010.11.26
FS18/04-05 Historical Development of Retirement Schemes in Hong Kong 2005.07.19
  The Hong Kong and Australian pension systems  
RP05/PLC
• The Hong Kong and Australian Pension Systems: The Role of the Government

This research studies the role of the Government in the Hong Kong Mandatory Provident Fund system and that in the Australian superannuation system. It covers the role of both the Mandatory Provident Fund Authority in Hong Kong and the Insurance and Superannuation Committee in Australia.
1999.12.05
RP04/PLC
• The Hong Kong and Australian Pension Systems: Trustee, Investment Manager and Custodian

This research focuses on the roles of the trustee, investment manager and custodian in the Hong Kong Mandatory Provident Fund system and those in the Australian superannuation system.
1999.12.05
RP03/PLC
• The Hong Kong and Australian Pension Systems: An Overview

This research gives an overview of the Australian superannuation system. Superannuation in Australia is a means of saving for retirement. The research covers the structure and features of the Australia superannuation system and a comparison with the Hong Kong Mandatory Provident Fund System.
1999.12.05
IN5/96-97 Comparisons of the Proposed Mandatory Provident Fund System in Hong Kong with the Chilean Pension System 1997.06
  Superannuation schemes of UGC-funded institutions  
RP10/95-96
• An Analysis on Two Proposals to Change the Funding Requirements for Superannuation Schemes of UGC-funded Institutions

This research examines two proposals to change the funding requirements for the superannuation schemes of the institutes funded by the University Grants Committee.
1996.02
RP09/94-95
• Superannuation Schemes of UGC-funded Institutions --- Analysis of Solvency Ratios

This research analyzes factors accounting for the decline in solvency ratios of the superannuation schemes of the University of Hong Kong, Chinese University of Hong Kong and Hong Kong Polytechnic University. It covers the trend in solvency ratios, trends in scheme assets and liabilities and factors affecting changes in assets and liabilities.
1995.07
RP08/94-95
• Superannuation Schemes of UGC-funded Institutions --- Employers' Responsibilities and Power to Make Changes

This research examines in detail employers' responsibilities and power to make changes in the superannuation schemes of the institutions funded by the University Grants Committee. These institutions include the University of Hong Kong, Chinese University of Hong Kong, Hong Kong Polytechnic University, Hong Kong Baptist University, City University of Hong Kong, Hong Kong University of Science and Technology and Lingnan College.
1995.07
RP07/94-95
• Superannuation Schemes of the Hong Kong Trade Development Council, the Hong Kong Tourist Association and the Vocational Training Council

This research studies the superannuation schemes of the Hong Kong Trade Development Council, the Hong Kong Tourist Association and the Vocational Training Council. It examines the basic features of their schemes and investigates whether these organizations encounter similar solvency problems as some of the tertiary institutions and the measures adopted to address the problems, if any.
1995.07
RP06/94-95
• Superannuation Schemes of UGC-funded Institutions

This research provides information on retirement schemes and the registration, funding requirements of the Occupational Retirement Schemes Ordinance, and the superannuation schemes of UGC-funded institutions, including a simple analysis of their past performance and a comparison of the scheme features with those of selected companies in the private sector.
1995.06.05