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Sun Life Financial - Get Help with Your Pension
Personal 1:1 Consultations with Sun Life
Looking for personal help with your Pension Plan? You can meet with a licensed Sun Life consultant for “360 Plan Advice” anytime during the year. Book a phone or Zoom appointment between 8 a.m. and 8 p.m. and if you wish, include a spouse or trusted friend in your planning discussion. Once connected, you’ll be able to reach out to your consultant when you have questions as your plan evolves.
Book a personal 1:1 phone or Zoom consultation
Note: If you are within five years of retiring, connect with a Sun Life Retirement Consultant. Consultations can be arranged at any time by calling 1-866-224-3906 (option 1).
Access Your Account at Sun Life Financial
The first time you access your account at Sun Life you must register. Instructions for registration may be found below. Once you have registered you may login:
- Active employees may use their Western user ID and password on the Pension Plan login page at Western.
- All members can go directly to mysunlife.ca/western and use their Sun Life access ID and password to login.*
- Members may download the my Sun Life Mobile App, available for smart phones to review their account online, any time, on the go*
- Your account number is 03479 followed by your 9-digit Western ID number.
*Note – you may be asked to authenticate and provide further information at login.
Need assistance? Please contact the Sun Life Customer Care Centre at 1-866-733-8612.
Registering for access to your Sun Life account
The first time you login to your account, either through the Western login page (using your Western credentials) or directly at mysunlife.ca/western, you will be asked to verify your identity and register. Here is information you may be required to provide:
- Your Western employee ID (nine digits) or your Sun Life account number (03479 followed by your 9-digit Western ID number)
- Your date of birth, country of residence, postal code and your account number
- You will be prompted to establish a Sun Life access ID and password (unless you have done so for a previous Sun Life account). These will be used anytime you log directly into mysunlife.ca/western or use the my Sun Life Mobile App.
If you have any questions or require help to register, please contact the Sun Life Customer Care Centre at 1-866-733-8612 any business day between 8 a.m. and 8 p.m. ET.
1:1 Support from Sun Life
Need Assistance?
- For support with your account call Sun Life at 1-866-733-8612 any business day between 8 a.m. and 8 p.m. ET
As a Western Pension Plan member, you have full access to all the information, services and advice available from Sun Life's Group Retirement Services as part of your plan. Sun Life 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, there are different types of one-to-one assistance available by phone or in person. Find out more below.
Customer Care Centre
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 mysunlife.ca/western to view your account balances, make investment changes and access tools.
Investment Advice Specialist - 360 Plan Advice
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. Looking for more planning support? Your consultant can also help you build your financial plan. Book an appointment between 8 a.m. and 8 p.m., and if you wish, include a spouse or trusted friend in your planning discussion. Once connected, you’ll be able to reach out to your consultant when you have questions as your plan evolves.
Book a phone or Zoom appointment now
Call the team directly at 1-866-634-4840 any business day between 8 a.m. and 8 p.m. ET to speak with an Investment Advice Specialist today!
Retirement Consultant: When you are within five years of retirement
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.
Learn more about the Sun Life Retirement & Savings Plan for Western Retirees
Sun Life Education Consultants: When you are more than five years from retirement
If you are more than five years from retirement and looking for information on your Western pension plan, have questions about the Western investments or would like help managing your account, consider meeting with a Sun Life Consultant. Licensed consultants are on campus at various times throughout the year, but no need to wait! You can meet via phone or Zoom for “360 Plan Advice” anytime. See details above under Investment Advice Specialist.
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