It's about time
Our personalized member engagement program delivers timely, relevant messages and resources right when members need them most—keeping your retirement program top of mind.
Program overview
Your members already have access to one of the easiest ways to save for their future—your group retirement program. It’s about time helps motivate them to make the most of it by:
• Helping them take control of their finances
• Encouraging them to take action
• Supporting their progress toward retirement with relevant, personalized, and targeted guidance
Onboarding
Supporting members during their first year with us, using nudges to encourage them to set up their Manulife ID, set a retirement income goal, download our Manulife Mobile app, and consolidate their savings
Financial wellness
Educating members with targeted guidance about how to manage their competing financial priorities and all the tools and resources your program offers to help them navigate their financial concerns
Retirement goals
Motivating members to improve their retirement strategy with calls to action, such as setting a retirement savings goal, and naming their beneficiaries, based on their individual needs
Member onboarding experience
We support every new member with a series of emails highlighting the features and resources that your program offers to help them save and make the most of their options. The email messaging is dynamic and individualized based on member behaviour and available plan features.
Welcome
We welcome members to their Manulife group retirement program and suggest they get set up for success by setting up their Manulife ID and checking on their investments.
Getting started
Members are encouraged to jump right into their retirement planning by setting a savings goal.
Manulife Mobile app
Our highly rated mobile app allows members to monitor their retirement savings, review educational material, and make changes—all on the go.
Combining retirement accounts
Members learn that they can enjoy lower fees, greater rewards, and a bit more time back in their days by consolidating all their savings here at Manulife—one website, one sign in, one group retirement program.
Planning
Coming soon.
Members eligible for PlanRight will receive information about the program. Those who aren’t will receive messaging on our learning resources and tools.
Member touchpoints
We use data-driven messages, personalized suggestions, and financial wellness-oriented education events to engage and motivate your members.
Financial well-being quarterly
Personalized tips and education to help members improve their financial well-being—based on age, available plan features, and digital behaviors—delivered four times per year.
Member outreach
Targeted and segmented messaging that provides personalized nudges through email to help improve members' retirement readiness.
Live webinars
A series of live sessions, hosted by our financial education specialists, that provide education and guidance members can put to work right away.
- View our webinar lineup
- General webinar overview
- General webinar descriptions
Important disclosures
Messaging is tailored to members based on age (under or over age 50), plan status, and other factors. Not all members will receive all messages. Schedules and content are subject to change.
Sidelining financial stress and strengthening financial wellness
It’s the start of a new year—no better time for your members to set their financial priorities and retirement goals and come up with a plan to reach them.
January
1/7/25–1/23/25
Financial well-being quarterly
Topics
- Strengthening financial wellness
- Setting an annual strategy
February
2/4/25–2/21/25
Member outreach
Topics
- Retirement goals: setting a retirement goal and savings opportunities (for RRSP-eligible members only)
- Webinar invite: tax planning for your savings
Steps to stay on track
Tax time might be over, but members are encouraged to stay engaged with their finances and plan ahead to stay on track with their goals.
April
4/1/25–4/11/25
Financial well-being quarterly
Topics
- Steps to keep on track
- Ways to reduce income tax liability for next year
May
5/5/25
Member outreach
Topic
- Webinar invite: Getting started with investing/understanding OAS and CPP (age-based promotion)
Celebrate your wins
Summer is the season of fun and festivity. It’s a chance for members to celebrate the progress they’ve made toward their financial goals and priorities.
July
7/1/25–7/11/25
Financial well-being quarterly
Topics
- Checking in on midyear progress
- Midyear market outlook and trends
September
9/4/25–9/18/25
Member outreach
Topics
- Setting a retirement savings goal
- Opportunities to meet goals (for RRSP-eligible members only)
- Webinar invite: estate planning
Stay budget focused and cybersafe
As the year wraps up, members are encouraged to stay focused on budgets for holiday spending and stay secure with Cybersecurity Awareness Month.
October
10/1/25–10/10/25
Financial well-being quarterly
Topics
- Budget-friendly tips for holiday spending
- Keeping accounts and savings safe
- Financial Literacy Month
- On-demand webinar: cyber safety
Advocacy campaigns
Canadian workers want to hear from their employers on financial wellness. Most (79%)¹ believe it’s important for their workplace to offer these resources and over 6 out of 10 say it increases their productivity. Our ready-to-use campaigns can be easily shared to help employees with their goals, including balancing financial priorities, investing, and creating meaningful aspirations.
Q1
Sidelining financial stress and strengthening financial wellness
March
Steps to help members stay on track with goals
Q2
Steps to stay on track
May
Reviewing steps members can take to improve their strategy
Q3
Celebrate your wins
August
A guide to finishing the year strong
Q4
Holiday break
Important disclosure
1 Manulife financial resilience and longevity report, 2024.
Resources to help members understand key financial wellness topics
Check out these resources and more available through "Educate your members" in the secure sponsor site.