Enhancing the digital experience for plan members

October 05, 2026

We’re continuing to enhance the digital experience for plan members, making it easier to manage their savings, find important information and take action online. We recently introduced two enhancements allowing for a more streamlined investment transfer experience and a refreshed Investments landing page.

A simpler way to consolidate savings

We redesigned the experience for transferring investments from other financial institutions to Sun Life, making the process shorter, clearer and easier to complete.

What this means for plan members

  • Fewer steps to complete a transfer, reduced from nine to four
  • Helpful guidance and investment growth projections to support informed decisions
  • A more seamless mobile experience, with transfers completed directly within the Sun Life app
  • A cleaner, more streamlined experience with fewer confirmation screens

What this means for your Clients

For plan sponsors, the enhanced experience can help strengthen engagement by encouraging plan members to consolidate more of their savings in one place.

Refreshed Investments landing page

We also refreshed the Investments landing page to make it easier for plan members to find and understand key information and take action– helping to support Clients with greater plan member engagement.

The updated experience features:

  • Clearer navigation and more prominent actions
  • Better organization of investment information
  • Greater visibility of retirement planning tools
  • More relevant, personalized information

Together, these enhancements support a more intuitive and connected digital experience that helps you support your Clients and plan members make the most of their workplace savings.

Questions? We’re here to help.

Please contact your Sun Life Group Retirement Services Representative.