Our decumulation program helps address plan sponsor needs – and members’ desire for freedom, flexibility and security.
We deliver exceptional advice through engagement and one-on-one support to help members with both accumulation and decumulation strategies.
Our new Retirement Planner, One Plan, allows members to go as deep and as far as they want to go in their planning experience. If they want to do a quick, simple, basic plan, in 2024 they’ll be able to do so with the launch of the Quick planner. If a member wants to keep going and go deeper into their planning, the Retirement Planner will take them through the planning experience. In cases where members want advice, this can be requested through 360 Plan Advice or their SLFD advisor. With 360 Plan Advice, powered by Sun Life One Plan, members can access personalized advice from licensed, salaried, Sun Life financial services consultants.
Creating a seamless One Sun experience is critical. We’ll make it easy for plan members to enrol in retirement income products and receive a single retirement paycheque. Offering new and innovative products is key to strengthening decumulation results for plan members. Stay tuned for more information coming later this year on how we’re expanding our investment solutions for plan members in retirement.