Year-End 2025: Rethink, Review, And Refine Your Retirement Plan

Year-end is the ideal time to review your retirement portfolio and assess whether you’re still on track for the lifestyle you want.

Join us on 2 Dec, Tue at 12.00pm, where Mr Vince Koh, Relationship Manager at Phillip Securities, will walk through key retirement tools such as CPF LIFE and the Supplementary Retirement Scheme (SRS), as well as the investment options available for both. He will also share practical strategies you can consider to strengthen your retirement portfolio, including:

● CPF LIFE and what happens to your CPF Special Account at age 55

● What the Supplementary Retirement Scheme (SRS) is

● How to set up an SRS account

● Tax reliefs available for SRS contributions

● How to plan for retirement using the 3 Retirement Buckets concept

● Investment and annuity options for retirement

For enquiries, please contact us at 6812 1552 or email to kohjy@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 202