Following the launch of Sun Life One Plan (full planner), our shortened experience will be available to your Clients and their plan members on April 29. This new Retirement Planner offers a quick alternative to the self-serve version, launched last October.
With Sun Life One Plan, plan members can simplify decisions for life’s big and small moments. They’ll be able to create a personalized retirement plan in less than five minutes. Plan members can also choose to:
- build a more complete financial roadmap on their own,
- or with assistance from the Client Solutions Centre (CSC).
Starting April 29, when plan members log in to mysunlife.ca, they can easily access the new planner in the same place as the previous one. If they’ve already completed a Sun Life One Plan, their experience will pick up where they left off, and they’ll be able to continue to review their strategies or make updates when needed.
In June, we’ll promote the new tool to plan members and encourage them to start building their financial roadmap.
Look out for a GR News in May, where we’ll provide you with more details about the plan member communications and materials that you can share with your Clients. All Sponsor exclusions will be honoured.
If you have any questions, please contact your Sun Life Group Retirement Services representative.
