OCBC Life Goals: Silver Years

Complete your Silver Years with OCBC Life Goals.
Health. Wealth. Lifestyle.

Soon, you’ll be starting a new chapter of your life — your Silver Years.

And perhaps you're having uncertainties about retiring completely, or you just can't wait to retire. Whichever it is, one thing is for sure: life will be different, and your priorities might differ.

That’s why Silver Years by OCBC Life Goals is designed to help you ensure your plans are complete. So whether you tend to prioritise health, wealth, or your lifestyle, our holistic approach will help you complete all three to get the most out of your next chapter.

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Complete your Silver Years

Health

Covering your health pays in the long run. Ray has done it, so can you.

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Wealth

Enjoy your new chapter and let your wealth do the work. Find out how Zac does it.

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Lifestyle

Master your lifestyle by saying “can” to a wealth of new experiences, just like Ken.

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OCBC Bank’s approach to your Silver Years

When it comes to retirement, money is often the top priority. Most people would have done some form of retirement planning, which typically focuses on building a nest egg. But don't lose sight of your health and lifestyle, they matter too.

If you've already retired, find out how you can enhance all three key aspects of your Silver Years to continue living it up with no worries.

Here's how it works:

Step 1

We'll help you understand and plan how much you need to sustain your Silver Years with OCBC Life Goals Planner.

Step 2

We'll evaluate your portfolio, work out asset allocation towards post-retirement, and identify gaps. We will provide suggestions to rebalance your portfolio if necessary.

Step 3

To ensure your Silver Years is fully covered, we’ll also evaluate your protection coverage

Step 4

Over the years, we'll provide tools to help you monitor your income and spending regularly, ensuring you have an adequate cash flow to sustain your lifestyle.

Let us validate your retirement plan today and work towards the Silver Years you want.

Wealth Product Disclaimers

Terms and Conditions apply. This is for general information and does not take into account your particular investment and protection aims, financial situation or needs. You should seek advice from a financial adviser before committing to a purchase. Otherwise, you should consider the suitability of the product. Insurance plans are provided by The Great Eastern Life Assurance Company Limited. This is not a contract of insurance. The precise terms and conditions of the insurance plans are specified in the policy contract. Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the surrender value payable, if any, may be less than the total premiums paid.

A copy of the prospectus of the fund is available and may be obtained from the fund manager or its approved distributors. Potential investors should read the prospectus for details before deciding whether to subscribe for, or purchase units in the fund. The value of the units in the funds and the income accruing to the units, if any, may fall or rise. Payouts are not guaranteed and may be changed at the fund manager's discretion without prior notice. Please refer to the prospectus for the name of the fund manager and the investment objectives. OCBC Bank, its related companies, their respective directors and/or employees (collectively "Related Persons") may or might have in the future interests in the investment products or the issuers mentioned herein. Such interests include effecting transactions in such investment products, and providing broking, investment banking and other financial services to such issuers. OCBC Bank and its Related Persons may also be related to, and receive fees from, providers of such investment products.

Policy Owners' Protection Scheme

Policy Owners’ Protection Scheme The insurance plans are protected under the Policy Owners' Protection Scheme which is administered by the Singapore Deposit Insurance Corporation (SDIC). Coverage for your policy is automatic and no further action is required from you. For more information on the types of benefits that are covered under the scheme as well as the limits of coverage, where applicable, please contact us or visit the Life Insurance Association (LIA) or SDIC websites (www.lia.org.sg or www.sdic.org.sg ).