Retiring or leaving the plan

Do you have an employee who’s leaving their workplace plan? Here are some useful resources to help them make confident decisions about their savings.

Materials to share with your employees

Our Sun Life Choices site

Leaving your workplace plan?

Will you have enough money to retire? – Content for members under 40 years old to get them thinking about saving

Looking ahead to retirement – Content for members between 40 to 50 years old to help them start planning for retirement

Helpful links to share with your employees

Our Financial Wellness Webinar series

Save for Retirement now - this is a recording

The Planning your best retirement page on mysunlife.ca

To access it, members can sign in and select manage plan > my plan > Learning > Planning your best retirement