Resources for retirement industry professionals

Analysis, insight, and the latest trends for plan sponsors, advisors, and consultants. Discover the industry updates affecting your organization and find out what really matters to plan members.

Industry insight

Stay up to date on industry developments with expert commentary and analysis.

Federal budget 2024: Highlights for retirement industry professionals

The 2024 Federal budget was tabled on April 16. We’ve summarized the issues and proposed changes most relevant to financial advisors, consultants, and plan sponsors.

Read the highlights

Navigating the Capital Accumulation Plan (CAP) Guidelines 

If you have a role in setting up and managing a retirement savings plan in Canada, the CAP Guidelines provide you with a framework for best practices.

Find resources and see what’s changing

Stress, finances, and well-being: driving behaviours that matter

Our third annual survey of Canadian workers reveals how they’re coping in this economic climate—and the support that makes a difference.

See the highlights and download the full report

Economic updates

View a collection of market outlooks and financial analysis.

Five macroeconomic themes for 2024

Learn more about the five themes

Canada’s 2024 outlook: what’s in store?

Discover the outlook for labour, housing, and more

The 2024 U.S. election and your portfolio: considerations for long- and short-term investors

Explore the impact of elections on market volatility

Investment analysis

Help build your investment strategy for long-term financial success.

i-Watch can help you invest responsibly through our exclusive fund selection and monitoring process

Looking to have access to up-to-date retirement funds for your plan members? Manulife’s i-Watch program can help ensure that your group savings plan has high-quality investment options for your members. Gain confidence in your portfolio selection with i-Watch.

Manulife target-date funds: helping members achieve long-term financial security

In 2023, we launched the Manulife Retirement Date Index+ Fund suite, adding a new price point to our offerings? We also provided thought leadership on how target-date funds can help members weather market volatility.

Discover how you can add our ready-to-use personalized member communications to boost your existing communication strategy.

View ready-to-go campaigns in It’s about time

Federal budget 2024 highlights

We’ve reviewed the budget and compiled a summary of the key highlights we think are most important for sponsors, consultants, and financial advisors.
Read more