Retiree Information

PEPP Pension Partner Update 

June 2024 

This communication provides updates to your union about the PEPP pension plan administered by Plannera Pensions & Benefits. Financial literacy information is summarized in this communication and is also available on our website, blog, and social channels. You are encouraged to share relevant information with your union members who are PEPP members through your own communication channels and website.

Highlights

Know the facts: 3 reasons to stay with PEPP when you retire

Are you over 50 and unsure what to do with your PEPP account once you retire? Here are three reasons why it pays to stay in PEPP. Read more on our blog.

Parenthood and pension planning

Koryn and her husband, Edward, have carefully managed their finances to allow them to buy a house and raise two children while pursuing their passion for travel. We caught up with Koryn to ask about her family’s pension planning. Read more on our blog.

Fund Information and Performance

Did you know you can review PEPP's fund performance right on our website? Our Fund Information and Performance page is updated daily.

Benefits of the member online account

Your member online account is a quick and easy way to check your pension details wherever you have an internet connection. Members can check their account balance, manage their investments, change their address and beneficiaries, and more. Sign up today.

Upcoming Workshops 

Plannera offers webinars and workshops tailored to your age and stage of career: Learn, Build, Prepare, and Enjoy. They cover everything from the basics of money management to the finer details of retirement income sources.

LEARN about your pension plan (virtual)

Online webinar

September 10, 2024 – 8:30 AM – 12:00 PM

BUILD your retirement plan (virtual)

Online webinar

October 16, 2024 – 8:30 AM – 4:30 PM

PREPARE to retire

We offer many in-person and virtual sessions of the PREPARE workshop throughout the year. If you are late in your career, this workshop is the one for you. We focus on the retirement process. Visit our website for the full listing.

ENJOY your retirement (virtual)

Online webinar

June 25, 2024 – 8:30 AM – 11:30 AM

Want to learn more about your pension and benefits with a 1-on-1 consultant? 

We have Retirement Information Consultants (RICs) available to meet with you in-person, virtually or by phone. They will answer your questions and help you develop your retirement plan. Our RICs include Certified Financial Planner® (CFP®), Qualified Associate Financial Planner™ (QAFP™), Personal Financial Planner (PFP®) professionals, and other industry recognized certifications. All our consultants are here to serve your best interests.

Learn more by contacting one of our Retirement Information Consultants at 306-787-3170 or ric@plannera.ca.

Interested in learning more about financial planning certifications? Visit the FP Canada™ website at www.fpcanada.ca or the Canadian Securities Institute at www.csi.ca.

Contact our team if you have questions!

Heather Mackenzie

Manager, Member & Stakeholder Relations

Email: Heather.Mackenzie@plannera.ca