1:1 Support from Sun Life Financial
As a Western Pension Plan member, you have full access to all the information, services and advice available at Sun Life Financial as part of your plan. Sun Life Financial is also Western’s selected provider of a Retirement Income Fund – the Sun Life Retirement & Savings Plan for Western Retirees - a good choice for those who are considering steps to turn pension savings into a retirement income.
To ensure you get the type of support and information you need from Sun Life Financial, there are different types of one-to-one assistance available by phone or in person. Find out more below.
1:1 with an Education Consultant: For those more than five years from retirement - on-campus meetings available May 6-10, 2019
If you are more than five years from retirement and looking for information on your plan, have questions about the Western investments or would like help managing your account, consider meeting with a Sun Life Education Consultant. Education Consultants visit the campus from time to time to meet with members 1:1.
Sun Life Education Consultants will be available to meet May 6 - 10, 2019.
NOTE: If you select a date and no times appear, then none are currently available. If there is a cancellation, times will come available. We invite you to check back.
Do you have a question now? Get help with questions, investment changes, using the tools and more by calling the Sun Life Customer Care Centre at 1-866-733-8612 any business day between 8 a.m. and 8 p.m. ET.
You also have 24/7 online and mobile access at sunlife.ca/western to view your account balances, make investment changes and access tools.
For investment advice on your Western Pension Plan, you can speak with a licensed Investment Advice Specialist at Sun Life Financial who can provide you with personal, unbiased, one-on-one investment advice on your Western Pension Plan, and what makes sense for you.
Call 1-866-733-8612 any business day between 8 a.m. and 8 p.m. ET to speak with an Investment Advice Specialist today!
If you are within five years of retirement, and considering your retirement income options, you can call anytime to arrange a meeting with a Sun Life Retirement Consultant, who can provide planning support, income projections and information about the Sun Life Retirement & Savings Plan for Western Retirees. Meetings can be held via phone, in-person or video conference. In-person meetings are held off-campus by appointment during Consultant visits to London. Call 1-866-224-3906 and select Option 1 to connect with a Retirement Consultant.
Visit the RIF information page at Western.
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