The Singapore Advantage: Why This is the Best Place to Grow and Retire.

Programme Highlights

Discover why Singapore remains the top global choice for wealth preservation and how you can leverage local benefits for a gold-standard retirement.

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If you are given 5 minutes to introduce Singapore, what would you say? Singapore is a preferred wealth and retirement capital hub in this part of the world. This outcome is the result of strong currency, respect for rules of law, and relatively stable governance. Singapore is an open country, and an important node to cross border financial and human capital. This program aims to give the audience a practical and frank understanding of Singapore’s strengths and weaknesses.

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7 CPD Hours
Mode: Face-to-face training
Date: 29 June 2026
Time: 9.00 a.m. to 5.00 p.m.

Key Learning Outcomes

Understand the evolution of Singapore from 3rd world to the leading wealth hub.

How Singapore become a foreign exchange hub.

The Singapore dollar

Data relevant to financial, estate planning and retirement planning in Singapore.

Programme Detail

Understand the evolution of Singapore from 3^rd world to becoming a leadingwealth hub

Historicalevents and context which shape Singapore’s position today.
HowSingapore become a foreign exchange hub.

TheSingapore dollar and the Singapore budget.

TheSingapore’s tax system

TheSingapore life insurance companies’ capital adequacy situations.

Relevantestate planning, trust, and income tax laws in Singapore.

SAF,Temasek and GIC and their relevance to provide security and currency backing ofthe Singapore dollar.

Futurechallenges and opportunities from the wealth and retirement capital hubperspective.

CaseStudies

Programme Leader

Mr. Allen Lim, IBF Fellow.

Allen Lim is the founding director of Advisers’ Harbour, a brand under Retirement and Inheritance Planning Consultancy Pte Ltd, providing estate planning and wealth succession advisory services to family-owned businesses and generational wealth owners in Singapore and ASEAN. Known for his technical expertise, scenario-based analysis and trend-driven case studies, he is a founding member and president of the Asia Estate Planning Association(AEPA) and led the creation of the Chartered Estate Planning Adviser (CEPA) programme in 2024 to raise professional standards in estate planning. His expertise is recognised by industry bodies including the Singapore College of Insurance (SCI) and THAIFA, and he was conferred IBF Fellow (Financial Planning) by the Institute of Banking and Finance Singapore in 2021. He also founded the “Help Me Read a Book” initiative to promote serious reading skills among youths and working professionals in Singapore.

Allen holds the following qualifications:

CharteredLife Underwriter (CLU)
CharteredFinancial Consultant (ChFC)
CertifiedHNW Adviser
Certificatein Law (Estate Planning)
Masterof Management
AdvancedCertificate in Training and Assessment (ACTA)
FellowChartered Financial Practitioner (FChFP) (Thailand)
CertifiedLegacy Planning Associate (CLPA)

Programme Fee