The Manulife Personal Plan™

A smooth transition for members leaving your group plan

When group plan members leave your plan or retire, the Manulife Personal Plan offers a convenient way for them to continue saving or convert their savings into retirement income with the Manulife Group Retirement Income Plan. Plan members can continue to benefit from the tools and services that Manulife offers, including: a broad selection of investment options, access to the Member secure website, Steps Retirement Program®, the GRS Mobile app, and the Manulife Customer Service Centre.

Manulife’s Transition Solutions team is available to help answer plan member questions and help them make a smooth transition to the next phase in their life. There are also tools and resources on the secure plan member site to support plan members going through a career transition or retiring.

The Manulife Personal Plan supports plan members who wish to continue to save and those who are ready to draw an income from their retirement savings:

Savings plans include:

Registered Retirement Savings Plan (RRSP)

Locked-In Retirement Account (LIRA)

Tax-Free Savings Account (TFSA)

Non-Registered Savings Plan (NRSP)

Retirement income plans include:

Registered Retirement Income Fund (RRIF)

Life Income Fund (LIF)

Locked-in Retirement Income Fund (LRIF)

Prescribed Retirement Income Fund (PRIF)

Manulife Personal Plan provides consistency and ease of use so plan members can:

Securely access account details and online tools using their existing email address and password

Continue receiving user-friendly statements

Continue to access to the wide range of investment options

Additional benefits that members can enjoy in the Manulife Personal Plan and the Manulife Group Retirement Income Plan that may not have been available to them in their group plan include:

A Member Reward Program which provides members with a monthly savings bonus

Ability for spouses to join the Plan

Choose your group retirement and savings plan

Speak to your Manulife representative to discuss group retirement and savings plan options to help meet your business needs. 

 

Have a question?

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