Synopsis:
As we approach the end of 2025, are you thinking about opening an SRS account and making your first contribution? Are you maximising your 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 youare planning ahead or approaching key milestones, having clarity on your options can make all the difference.
Join us at this physical seminar on 14 Nov, Fri at 12pm, where Mr. Vince Koh, Relationship Manager at Phillip Securities, will share on the CPF Life and the basics of the SRS, including the investment options available for CPF and SRS,
Key Themes:
● 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
● The 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 2024.
