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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.

Important dates

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