::: 香港財務策劃師學會 - INSTITUTE OF FINANCIAL PLANNERS OF HONG KONG :::

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IFPHK Hong Kong Retirement Expense Index

The IFPHK Hong Kong Retirement Expense Index has been compiled annually since 2020. It is an annual research-based indicator tracking real living expenses of local retirees aged 55–74 whose pre‑retirement personal income was HKD 18,000 or above and who have not received any social welfare benefits. Aligned with Hong Kong’s official CPI methodology, it offers the public a practical benchmark for retirement inflation and planning. The survey also analyses respondents’ income sources, investment and wealth management habits, and level of confidence in retirement, to help society gain a more comprehensive understanding of the retirement situation in Hong Kong.

IFPHK Hong Kong Retirement Expense Index 2023 - 2020

CFP^®, CERTIFIED FINANCIAL PLANNER^®,

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, AFP^®, ASSOCIATE FINANCIAL PLANNER^®,

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are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.