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Getting ready for retirement

Here are some important dates you’ll want to know to make the transition easy. You should start getting organized as early as nine months before your planned retirement date.

What's on this page
  • Retirement planning timeline with key dates

Important Dates Before Retirement

IMPORTANT

Tip

You may be able to increase your pension by purchasing periods of pensionable service where you were not actively contributing to the Plan, such as on parental leave. To check, visit My Pension Resource > Purchase of Pensionable Service. You can only purchase pensionable service while you are an active member of the Plan.

IMPORTANT

6-9 Months

6-9 months before retirement

Notify your manager of your retirement date. Submit your request through My Pension Resource or the WISE Trust Pension Contact Centre. Ensure your personal information is up to date on your employers HR System.
6-9 Months

Important

Tip

Review the pension guidebook at My Pension Resource. If you haven’t already, we recommend that you contact a professional for personal financial advice when you are putting together your retirement plan.

Important

5 months

5 months to retirement

Receive your retirement package in the mail from the WISE Trust Pension Contact Centre.

5 months

4 months

4 months to retirement

Attend a retirement education session, if available.
4 months

2 months

2 months to retirement

Return all your documents no later than the first of the month before your retirement date to start your pension on time.

2 months

1 month

1 month to retirement

Prepare yourself and your colleagues for your retirement!
1 month

Keep reading: Life and career events

Taking time off work

Find out what happens to your pension when you take time off work.
Understand my options

Leaving your employer

Learn about your options in the event that your employment with a WISE Trust participating employer ends before you retire.
Leaving your employer

Relationship changes

Find out how life events can affect you.
Learn about life events and my pension
Related Topics

How to contact us

The WISE Trust Pension Contact Centre is available Monday to Friday, 8:30 a.m. to 4:30 p.m.
Call toll-free 1-855-242-1526
More contact options

My Pension Resource

An online self-service site for your personalized pension details. Find information about your pension, estimate your pension and update personal details. A login is required.

Go to My Pension Resource
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