Short Form Professional Development Videos -Greater Asia Retirement Readiness: Taiwan Recording

This video summarizes findings from a 2025 SOA Research Institute survey of 750 Taiwanese consumers on retirement readiness, focusing on income sources and financial awareness among an aging population. It is presented by Dale Hall, Managing Director at the Society of Actuaries Research Institute. Results show retirees are far more proactive than younger groups in planning for assets, income, and healthcare, while many prime-age workers lag despite moderate overall confidence in retirement preparedness. Personal savings and investments are the primary expected retirement income source across all ages, with strong concern about healthcare costs, inflation, and reduced government benefits. Interest in annuities and insurance products—especially those offering guaranteed income and health protection—is high, but actual participation in some products, like long-term care and dementia insurance, remains low.

View the full report here: https://www.soa.org/resources/research-reports/2025/greater-asia-retirement-survey/

 

Contributors: Dale Hall, FSA, MAAA, CFA, CERA, Lisa Schilling, FSA, EA, FCA, MAAA; Jon Forster, ASA, MAAA