What's New

Notice for S800 and Smart Plan re: US Persons investments in funds investing in TraHK

2021 Economic and Asset Allocation Outlook

New Year Resolution: Strengthen Your Basic Investment Skills To Achieve Your Retirement Goals Faster
Upon the start of a new year, take a chance to evaluate your financial condition and that of your family,…

Post-election Investment Strategy

2020 4Q Market Outlook

Tax Deductible Voluntary Contributions
Tax Deductible Voluntary Contributions(TVC) is a new type of contributions under the MPF system. Members…

Restructuring of the Principal MPF Scheme Series 600 and the Principal MPF Scheme Series 800
We personalise for your real life
We protect your future
We plan for your retirement dream
We grow your present investment
We plan for your financial future
We help you protect and save enough
We help you live your best life
We personalise for your real life
We protect your future
We plan for your retirement dream
We grow your present investment
We plan for your financial future
We help you protect and save enough
We help you live your best life
Why Principal Financial Group?
140+
years of experience in financial services
US$731
billion assets under management (September 2020)
32
million customers worldwide (September 2020)
201
ranking in FORTUNE 500® in 2020
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One-of-a-kind asset management
We have a roster of experienced global expertise
Building and managing your portfolio can be daunting; especially without the know-how. Let our professional portfolio managers ease your apprehensions by aiding you to achieve your goals. Building wealth or generating stable income; they have the expertise. Principal Global Investors leads global asset management at Principal, and is ranked 27th* in the globe.
*Out of 505 managers. Managers ranked by total worldwide assets as of 31 December 2019. “Largest Money Managers,” PENSIONS & INVESTMENTS (June 2020).
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Our Expertise
With Principal, you can choose from a series of featured services to best fit your needs.
MPF Schemes
ORSO Schemes
Mutual Funds
Tailored retirement plan. Just for you.
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Retirement Strategies
Compare different scenarios to better plan your retirement
You’ve got backup
We can guide you each step of the way.
We know choosing the right retirement plan isn’t anyone’s favourite thing to do. Let us know your goals and we will help you plan it, so you can get back to the stuff that really matters.
Pick your status on the right for examples

Meet Magrette
She’s 32, a team lead, single, and earns HKD$30,000 a month. Heard saving for retirement now is beneficial, but unsure which funds to select and how much to put aside.
Tip to Prioritise #1
Utilise the moment of light financial burdens and a long investment horizon. Plan ahead and start saving for retirement
Tip to Prioritise #2
Gain financial literacy - Learn what’s best and plan accordingly to get results
40s & 50s
Retirement is on the horizon
Meet Robert
He’s 45, a teacher, married with 2 kids and earns over HKD$40,000 a month. Retirement is approaching and wants to get closer to the retirement goals. Looking to accelerate retirement savings.
Tip to Prioritise #1
Control and consider spending amounts, and increase the investment budget
Tip to Prioritise #2
Review MPF portfolio, adjust risk tolerance levels and consider new investment /saving streams

Meet Mary
She’s 60, a senior executive, independent kids. Retirement is looming and she needs to ensure her retirement goals have been met or doing better than forecast.
Tip to Prioritise #1
Budget spending must be controlled and adjusted