Sun Life enhances financial security by combining digital tools, personalised advice, and innovative strategies in its retirement planning services.

Sun Life is placing a strong emphasis on fostering financial security for its clients through advanced retirement planning strategies. Eric Monteiro, senior vice president of Group Retirement Services, has laid out a core approach that revolves around client engagement, simplified planning, and bespoke advice. To heighten engagement, Sun Life uses digital tools, encouraging actions like maximising employer contributions. Their One Sun Financial Plan, powered by AI, gives clients the confidence to secure better financial outcomes, highlighting the positive impact of having a clear financial roadmap. Personalisation plays a significant role through their 360 Plan Advice service, which caters to unique financial needs, be it foundational guidance for younger employees or in-depth consultations for those closer to retirement. Monteiro credits innovation as the backbone of success, achieved through client feedback, observing global trends, and maintaining an agile methodology. Additionally, Sun Life’s strategy acknowledges that retirement planning not only involves saving but also demands flexible withdrawal options for diverse lifestyles in retirement. Collectively, these efforts are integral to helping clients navigate their financial journey with the tailored tools, advice, and flexibility needed for lasting security.