Our new Retirement Planner is now available. This new tool helps plan members create a personalized financial roadmap in less than five minutes. The new tool replaces our existing retirement planner. It offers a shortened experience of Sun Life One Plan (full planner) which is also available to plan members.
Plan members can choose to:
- complete the five-minute new retirement lanner,
- build a more complete Sun Life One Plan on their own,
- or with assistance from the Client Solutions Centre (CSC).
When plan members log in to mysunlife.ca, they can easily access the new tool in the same place as the previous one. Once they start using the retirement planner, they’ll be able to review their strategies or make updates any time they need to.
In June, we’ll send emails to plan members about the new tool and encourage them to start building their financial roadmap. Standard exclusions will apply for member communications.
Look out for a GR News in May, where we’ll provide you with more details about our plan member campaign and share materials with you.
If you have any questions, please contact your Sun Life Group Retirement Services Representative.
