Attention Variable Pension Benefit Members: Important Year-end Payment Information

As 2024 comes to a close there are timelines you need to be aware of for submitting lump-sum payment requests to ensure your payment is processed within the 2024 tax reporting period.

news2

Sessions are facilitated by our Retirement Information Consultants (RICs) who are CERTIFIED FINANCIAL PLANNER® or QUALIFIED ASSOCIATE FINANCIAL PLANNER™ professionals.

To attend a workshop you may need to obtain approval from your employer.

If you require more information, please contact one of our consultants at 306-787-3170 or ric@plannera.ca.

As a PEPP Member, you are welcome to attend any of the four workshops in the Your Path to Retirement series. It’s easy to register! Please select the “Event Type” menu to choose between virtual and in-person workshops. Find the event you are interested in and complete the online registration form. Registrations close 48 hours prior.

If you're retired, have have already turned your PEPP account into the Variable Pension Benefit (VPB) and want to continue on your path to financial wellness, this workshop is for you.

This workshop will focus on continuing your financial wellness by staying informed.

Topics include:

  • review your VPB
  • PEPP investments
  • other retirement options
  • retirement income sources
  • estate planning
  • tax planning

Need more information? Contact one of our RICs at 306-787-3170 or ric@plannera.ca.