Human Resources

Workshops & Information Sessions

Book a 1:1 Meeting with a Sun Life Education Consultant - May sessions now complete!

Watch this space for news of upcoming opportunities.

Learn more about 1:1 meetings and register for an appointment

The pension plans at Western are defined contribution plans (also called capital accumulation plans).  Both Western and the member make contributions to an account in the member’s name, and the member owns all of the money in the account.  It is the responsibility of each member to make decisions on the investments held within their account.  When a member leaves Western or retires there are a number of options for the accumulated savings.

The options and decisions to make, both during membership and when it’s time to leave or retire, are personal and can be complex. To assist members in understanding and evaluating their responsibilities and options, Human Resource Services and Sun Life Financial offer several education and communication programs. These can help you to plan and monitor progress on your journey towards your retirement goals.

Full-day Financial and Pre-retirement Planning Workshop

Plan your journey to retirement! Registration is open for the full-day pre-retirement planning workshop. Workshops for 2017 are on the following dates:

These workshops are aimed at members aged 45 plus who are considering retirement within the next ten years. The sessions are facilitated by an external consultant who will lead an unbiased discussion of the role of the Western pension, government pensions and private savings in retirement income planning.

Additional topics may include preparing for the transition into retirement, investing in retirement, and tax planning.

The sessions are open to all members of the Academic and Administrative Staff pension plans. Spouses are welcome and are encouraged to attend with the plan member. If your spouse will be joining you and is also an employee they should register themselves as outlined below; if your spouse is not an employee please register yourself as outlined in the instructions below and email to register your spouse.

To register, login to My Human Resources, choose Manage Training Registration, then Enroll in Internal Training Courses.  Search by Course Name Retirement or by Course Number RETWFD. NOTE: If a session date listed above does not appear when you login to register it means the session is already full. You may check back later or email to be placed on a waitlist.  

Read detailed registration instructions.

NOTE: attendance at the full-day workshop is permitted only once in your career.  Please contact HR if you wish to discuss the timing of your attendance.

Annual Members' Meetings - Thanks for attending April 27 and May 3, 2017

The Annual Meetings are a great opportunity to increase your understanding of Western’s retirement plans, review performance and Plan changes, and to learn about the projects ahead for the Joint Pension Board. Choose any one of three sessions offered and gather information that will help you make investment decisions and plan your journey to retirement. The meetings also feature some interesting guest speakers!

Learn more about the 2017 annual meetings and get copies of presentations

Special Presentations - May 2017 - Complete!

Creating your Financial Roadmap: May 2, 2017

Appropriate for all Pension Plan members, this presentation by Sun Life will show you that having a goal without a plan is like embarking on a journey without a map. You’ll learn how to create a solid financial roadmap as you build your plan, and avoid some of the common pitfalls of money management.  This session is a holistic discussion and is not focused on the Western Pension Plan.

Retirement Ready: The Sun Life Retirement & Savings Plan for Western Retirees: May 4, 2017

When it's time to retire and begin collecting an income from your Western Pension, the Sun Life Retirement & Savings Plan for Western Retirees is a great option to take advantage of lower-than-market fees, and access to the same familiar investments you have come to know in the Western Pension Plan. Sun Life Financial is Western’s preferred RIF provider and this session will offer all you need to know about the Sun Life Plan.  If you've been wondering how you’ll keep the money coming in when you retire - you've got choices when it comes to creating a retirement income from your savings. You can purchase an annuity or continue investing while drawing payments from a retirement income fund (RIF) such as the Sun Life Savings and Retirement Plan for Western Retirees. If you are within 10 years of retirement, this session will help you learn about the features and benefits of this important option.

Read more about the Sun Life Retirement & Savings Plan for Western Retirees

Sun Life - On-campus 1:1 Sessions with a Sun Life Education Consultant

From time to time, Sun Life Education Consultants visit the Western campus to meet with members 1:1.  If you have questions about your Pension Plan, your Western investments or want to discuss retirement income planning and the Sun Life RIF, this is an opportunity for a 1:1 meeting with an expert.

You will need to register in advance. Please watch this page for upcoming opportunities!

Free online webinars

Throughout the year Sun Life Financial hosts live online webinars on a variety of interesting and informative topics to help you manage your money, invest with confidence and plan your retirement.  Registration opens eight to ten weeks before each scheduled webinar.

Visit the Sun Life webinar webpage to browse topics and dates, and to register.

Thanks for attending our Financial Literacy Week workshops in 2016!

Each year in Financial Literacy Week, in November, Western Human Resources presents free financial literacy workshops. Financial literacy is about having the knowledge, skill and confidence to make responsible financial decisions.  Watch this space for our 2017 sessions.