Personalized engagement program
Through proactive communications we engage, educate, and encourage your workforce to achieve better financial outcomes.
Overview: a program built for every individual
Each retirement journey is unique, and our program reflects that. We use member data to tailor our messages based on where each person is on their path today.
Member touchpoints: inspiring action
We’ve made a substantial investment in technology, process, and people to enhance the personalization in our member outreach and digital tools. Throughout the year, members receive relevant emails and mobile push notifications with personalized suggestions¹ to help them reach their financial goals, along with support timed around key events and decisions. With more opportunities to personalize the member’s experience, we expect to drive increased engagement, online participation, and actions taken in their group retirement plan. Keep scrolling to dive into the details.
-
Onboarding experience A series of emails highlighting plan features and resources to help members make the most of their plan
-
Journey-based outreach² Emails tailored to each generation with suggested actions based on their individual savings goal progress
-
Ongoing account communications Periodic nudges to help stay informed and name a beneficiary
-
Newsletter Personalized financial wellness support based on age, plan status, available plan features, and digital behaviours
-
Live webinars A series of live educational sessions to help members plan for tomorrow while meeting their current financial needs
View our 2026 webinar schedule -
Making an impact Quarterly newsletters and webinar emails helped contribute to over 50,000 webinar registrations2
Onboarding experience
Explore how we connect with new members, encouraging them to make the most of your retirement plan.
Welcome
We welcome members to their Manulife group retirement program and suggest they get set up for success by setting up their Manulife ID and checking on their investments.
Getting started
Members are encouraged to jump right into their retirement planning by setting a savings goal.
Manulife Mobile app
Our highly rated mobile app allows members to monitor their retirement savings, review educational material, and make changes—all on the go.
Combining retirement accounts
Members learn that they can enjoy lower fees, greater rewards, and a bit more time back in their days by consolidating all their savings here at Manulife—one website, one sign-in, one group retirement program.
Planning
Members eligible for PlanRight® will receive information about the program. Those who aren’t will receive messaging on our learning resources and tools.
Driving better outcomes
Among members who received onboarding journey emails, 16% set up a Manulife ID and 14% downloaded and logged in to the mobile app.2
Q1: Wealthy and healthy in 2026
Boosting your well-being today for better tomorrows
-
January Webinar invite
Topics
- RRSPs, TFSAs and you
- Tax planning strategies for your savings
-
February Journey-based member outreach
Nudges to members to save through their group RRSP before the tax deadline
Q2: Simplify and organize
Spring clean your finances for easier money management
-
April Webinar invite
Topics
- Estate planning
- Building your emergency fund
Check back during the quarter for samples
-
May Member newsletter
Check back during the quarter for samples
Q3: Reflect and recharge
Hot tips and cool ideas to help members save
-
July Webinar invite
Topic
- Save or pay down debt
- Your retirement income sources
Check back during quarter for samples
-
September Member newsletter
Check back during the quarter for samples
Q4: Protect and prepare your finances
Simple steps to help members secure their financial future
-
October Journey-based member outreach
Goal setting—Encourage members to set or check in on their retirement goal
Check back during the quarter for samples
-
November Webinar invite
Topic:
- Financial Literacy Month - Importance of goal setting
Check back during the quarter for samples
Additional journey-based outreach to encourage proactive planning
PlanRight
Account management
Resources: a program powered by partnership
Your support is key to the success of our program. That's why there's something in it for you too.
-
Campaign-specific resources Materials for you to share with members to help support our quarterly initiatives
- Coming Soon
-
Digital library Ready-to-go resources covering common finanical wellness and retirement topics
-
Insights Timely and informative articles to help members plan and save for retirement
Check out these resources and more available through "Educate your members" in the secure sponsor site.
1 Actions to consider based on plan design and member need. 2 Manulife, internal data, 2024.