A more intuitive digital experience for plan members
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
- Improved accuracy, helping reduce processing delays and rejected transfers
What this means for you
A simpler consolidation experience can help plan members bring more of their savings together in one place, supporting greater engagement with your workplace savings plan.
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 on their savings.
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 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.