Options to Build your Retirement Savings
Learn about the various options available for retirement planning in Singapore. This includes:
- Right-Sizing To A Smaller Home
- Cast Top-Up To Special Account (SA) Or Retirement Account (RA)
- Supplementary Retirement Scheme (SRS)
- Insurance Policies With Various Maturity
- Fixed Deposits With Varying Maturity
- Shares, Bonds, Unit Trusts and Others
Learn about asset classes and asset allocation.
Learn how to decide on your investment portfolio and how to invest according to your life stage.
Who this course is for:
- working adults
- 01:33MoneySENSE Core Financial Capabilities Framework
The Institute for Financial Literacy is a collaboration between MoneySense and Singapore Polytechnic Enterprise.
Our financial education courses cover basic money management, financial planning and investment know-how.
Peggy Chan, Financial Literacy Trainer, Institute for Financial Literacy
Peggy has 8 years of experience in the financial services industry, helping clients understand their financial needs, objectives and risk tolerance as well as reviewing company policies and procedures to ensure compliance. She was also an adjunct lecturer with a Polytechnic, teaching insurance and retirement planning subjects.
Prior to joining the financial services sector, Peggy was working in the information technology sector for 13 years, first in a government agency and subsequently served as a Senior Systems Analyst in an international bank.
She is a Certified Financial Planner, which is a professional certification specific to retirement planning and wealth accumulation in addition to overall financial planning.
Peggy has a Masters of Science, majoring in Network Management. She also holds other industry certification in M5, M8, M8A, M9 and HI.