Our new retirement planner, Sun Life One Plan, is now available. This new tool, which replaces our existing retirement planner, 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 your 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 the secure member site. Throughout the next year, plan members will be nudged to use the new retirement planner through various member campaigns or online engagement.
If your members require help while completing their plan, they will be instructed to seek advice.
A slimmed down version of the tool, referred to as our quick planner, will be made available in 2024. Watch for additional communications when it’s available.
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.