Western Staff and Leaders' ConferenceWestern University

Retirement Ready: The Sun Life Retirement & Savings Plan

Presented by Sun Life FinancialImage: Sin Life logo

Thurs. Feb. 22, 10:45am - 12:00pm
University Community Centre (UCC), room 56

There are a lot of decisions to make when you retire, like how to convert your savings into a pension income.  Options include purchasing a guaranteed income through an annuity, investing while drawing payments from a retirement income fund (RIF), or a combination of the two. In 2015, Western introduced Sun Life as the preferred RIF provider for pension plan members.  The Sun Life RIF plan provides Western retirees with access to a broad range of investment choices (including those familiar to Western Pension Plan members), helpful tools and resources, and continued support, over the phone and in person, through Retirement Consultants. If you are within 10 years of retirement, this session will be helpful to you.

Note: This session is periodically repeated on campus and was last presented in November 2017 as part of Financial Literacy Week.

Questions about your pension? Did you know you can call Sun Life Financial anytime to get answers or seek investment advice for your pension account? Members who are within 5 years of retirement can also meet in-person, by appointment, with a dedicated Sun Life Retirement Consultant throughout the year by calling 1-866-224-3906 (and select Option 1). These meetings are held off-campus.