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Personalized engagement program

Through proactive communications we engage, educate, and encourage your workforce to achieve better financial outcomes.
View the 2026 webinar schedule

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.
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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.

Welcome email

Getting started

Members are encouraged to jump right into their retirement planning by setting a savings goal.

Getting started email

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.

Mobile email

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.

Consolidation email

Planning

Members eligible for PlanRight® will receive information about the program. Those who aren’t will receive messaging on our learning resources and tools.

Advice email
Learning 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

    View email samples
  • February

    Journey-based member outreach

    Nudges to members to save through their group RRSP before the tax deadline

    View email samples

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

Under age 50
Over age 50

Account management

Beneficiary reminder

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.

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.