Lee's story

Meet Lee

Lee is a project manager who values structure and routine. He’s spent years building a steady career and takes pride in being someone others can rely on. He’s comfortable in his role, but lately he’s been thinking about what life might look like beyond work.

Outside of work, Lee is under a lot of pressure. He’s supporting his family and dealing with personal responsibilities that have taken his focus away from planning ahead.

He knows he should start thinking about retirement, but the idea of sorting through everything feels overwhelming. He’s not sure where to begin, so he’s been putting it off for now.

What happens next

Lee logs into his Canada Life account to get a clearer picture of his pension.

There, he can:

• See his pension details in one place
• Use a modeller to understand how much he could get and when
• Explore different options based on his plans

When he’s ready, he requests a quote. It arrives within around 10 working days, giving him a clear view of his choices.

If anything isn’t clear, he can contact the team and get a response within two working days, helping him move forward with confidence.

When he decides to go ahead:

• He submits his forms
• Receives confirmation
• Gets his payments set up for when he retires

How we can support Lee

Support during difficult moments
Lee has recently experienced a personal loss and may need extra support. Through WeCare, he can access confidential bereavement counselling and speak to someone who understands what he’s going through, helping him cope during a challenging time.

Simple tools to help him plan
Lee may feel unsure where to start when it comes to retirement planning. Using his online account, he can explore his options and see what his pension could look like at different points, helping him take small steps when he feels ready.

Clear guidance to make sense of his options
With different types of pensions, things can feel complicated. Through Your Life Hub, Lee can find simple explanations that help him understand his options, so he can make decisions with more confidence.

Flexibility to go at his own pace
Lee doesn’t need to rush into decisions. He can explore information in his own time and get support when he needs it, helping everything feel more manageable.

Looking for support