Sun Life One Plan is now available. This new tool gives your plan members the opportunity to create a personalized financial roadmap that adapts to their different life stages.
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool. It provides plan members with new and improved features, such as:
- Real time tracking towards their savings goals
- Personalized strategies to help get them closer to retirement sooner
- Freedom and flexibility to make changes to their plan as life circumstances changes
- Secure and confidential
This new tool is available through the Planning Your Best Retirement page on mysunlife.ca. Throughout the next year, plan members will be nudged to use the new planning tool through various member campaigns or online engagement.
If your plan members require help while completing their plan, they’ll will be instructed to seek advice.
A shortened experience of the planner will be made available in 2024. Watch for additional communications when it’s available. With Sun Life One Plan, members can simplify decisions for life’s big and small moments.
Click here for more information on this tool and other digital innovations available to your members.
Looking for resources you can share with your members? Visit our Sponsor Resource Centre where you will find communications and educational resources that you can download and share.
If you have any questions, please contact your Sun Life Group Retirement Services representative.
