The 3 Retirement Buckets for your Retirement Plan

The 3 Retirement Buckets for your Retirement Plan

By Phillip Securities Pte Ltd

With Singaporeans living longer and inflation on the rise, it’s more important than ever to understand how CPF LIFE & SRS can work for you.

Date and time

Location

Phillip Investor Centre - Raffles City Tower

250 North Bridge Road Raffles City Tower #06-00 Singapore, 179101 Singapore

Good to know

Highlights

  • 1 hour
  • In person

About this event

Business • Finance

Synopsis

Are you making the most of your CPF and SRS for retirement?

With Singaporeans living longer and inflation on the rise, it’s more important than ever to understand how CPF LIFE and the Supplementary Retirement Scheme (SRS) can work for you. Whether you're planning ahead or approaching key milestones, having clarity on your options can make all the difference.

Join us at this seminar on 13th October 2025, Fri at 12pm, where Mr Vince Koh, Relationship Manager at Phillip Securities will share invaluable insights on CPF Life, and the basics on Supplementary Retirement Scheme (SRS), the investment options available for CPF and SRS,

CPF Life and CPF SA Closure at age 55.

· What is the Supplementary Retirement Scheme (SRS)?

· How to set up an SRS Account

· Tax Reliefs for SRS Contribution

· Investment and Annuity Options for Retirement

· Concept of 3 Retirement Buckets

For enquiries, please contact us at 6812 1483 or email to pictf@phillip.com.sg

Speaker Profile

Mr Vince Koh joined Phillip Securities in 2017 and is currently managing Investment and Insurance Portfolios for clients of Phillip Investor Centre (Raffles City Branch). He attained his Certified Financial Planner Certification (CFP) in 2017 and Chartered Financial Consultant (ChFC) in 2019. In 2020, he completed his Chartered Life Underwriter (CLU) with the Singapore College of Insurance. He holds a Bachelor of Business degree from Nanyang Business School. He is also a MDRT Qualifying member. In addition, he is also a multiple qualifier of the Flying Start Incentive Trip from 2018 to 2025


Organized by

Phillip Securities Pte Ltd

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Hosting

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Free
Oct 13 · 12:00 PM GMT+8