Going through a change at work? Or simply looking for more ways to save?

The Manulife Personal Plan can help you every step of the way. If you’re an existing or previous Manulife group retirement member, the Manulife Personal Plan is available to you, your spouse, your adult children, and your parents.

Call us at 866-991-3056 to speak with a transition specialist.

Saving for a new home? Gearing up for a new car?

Whatever you’re saving for, the Manulife Personal Plan offers convenient savings options to help meet your unique goals.

Registered Retirement Savings Plan (RRSP)
- For your retirement or long-term goals
- May lower the income tax you have to pay
- Don’t pay tax until you take money out
Tax-free savings account (TFSA)
- For your short- and long-term goals
- Don't pay tax on growth in the plan
- Don't pay tax when you take money out
Non-registered savings plan (NRSP)
- For your short- and long-term goals
- Pay tax on growth in the plan
- Don’t pay tax when you take money out

An easy and rewarding way to save more

Unlike savings plans you might invest in elsewhere, the Manulife Personal Plan offers many of the same benefits you get through your organization’s program—and more. You'll have options, incentives, and encouragement that can help you make the most of your money.

Guidance and support

Manulife’s professionals can help you look after your savings and manage your retirement.

Member Reward Program

As your savings grow, so do your rewards. This means you can save more and get more back with a yearly savings bonus.

So many investment choices

Enjoy a wide range of savings options and over 200 funds you might not get access to on your own.

Leaving your organization?

We’re here to help. If you’re an existing Manulife group retirement member and you’re leaving your organization, you’ll need to decide what to do with the money you’ve saved. But you don’t have to decide alone.

Let us help you understand your options

We’re here to help you make the decision that’s best for you. Call us at 866-991-3056, Monday to Friday, 9:00 A.M. to 5:00 P.M., Eastern time.

Always an option

Move to the Manulife Personal Plan
Move to a new group retirement program, if you have one
Move to a personal RRSP, TFSA, or another savings plan

Sometimes an option

Stay in your existing group retirement program
Take your money by cheque or direct deposit

Make the most of the Manulife Personal Plan

It’s easier to make smart decisions with easy-to-understand information, tools, and guidance—right where you need them.

What to know before meeting with a financial advisor

Financial advisors can help you get your budget in order, make smart investments, or plan for retirement more confidently. Knowing what to expect when you meet for the first time can help you get the most out of the experience.

Read the viewpoint
What can you do to take charge of your money and your future?

Complete our Financial Wellness Assessment to learn how to lower your financial stress with a clear action plan designed just for you.

Check it out
Supercharge the Manulife Personal Plan for your future

Partner with one of our advisors to learn what makes the Manulife Personal Plan great and why it may be great for you.

Learn how our advisors can help

What to think about when your financial goals change—at any stage of life

As your life evolves, your saving strategies might too. Whether you’re leaving your job, starting a relationship, saving for a home, or raising a family, we’ve got plans, resources, and tools to help you.

Plan for your life’s changes