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How to continue saving with your workplace plan

Take your next step with confidence

Keep your savings in place with NextStep™ – and continue to enjoy the perks of a Canada Life workplace plan.

  • Personalized service

    Expert guidance to help you make the best decisions for your financial future.

  • Great savings

    Keep the group advantage with generally lower fees than retail investments.

  • Simple sign-up

    Register in just a few minutes and keep your money working for you.

Get help with your Canada Life products and services.

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What should you do with your workplace RRSP, pension plan or other savings when you leave a company?

Whether you’re retiring or transitioning to another opportunity, leaving your job comes with big decisions.  

What you’re going to do with the money you saved in your workplace retirement and savings plan shouldn’t be one of the hard ones.   

Let us help you smooth your financial transition to that next chapter with NextStep.

Why should I choose NextStep?

  • You keep the great group rates, with fees generally lower than retail.

  • You’ll have access to investment and retirement specialists plus online resources.

  • Your spouse or common law partner can also join, meaning that you both enjoy lower fees and higher interest on combined savings.

  • You can choose from a wide range of products, such as TFSAs, RRSPs and RRIFs.

How does NextStep work?

  • If your workplace retirement and savings plan was with Canada Life, you can seamlessly transfer your account to NextStep.

  • As part of a simple sign up process, our experts can help you to make the right choices for your financial goals and needs.

  • We’ll walk you, step-by-step, through a plan that works for you – whether you’re looking to retire today, or invest for tomorrow.

You also get access to:

Talk to credit experts for free

You can get help from the Credit Counselling Society, an award-winning, non-profit service to help you and your family. The Credit Counselling Society can give you free, practical resources to help you:

  • Manage your expenses
  • Pay off debt
  • Set goals for your finances

Reach the Credit Counselling Society at 1 8 8 8 5 2 7 8 9 9 9. If you live in Quebec or an Atlantic province, call Credit Counselling Service of Atlantic Canada at 1 8 8 8 7 5 3 2 2 2 7.

Have a savings plan through your employer?

Use your online account to check your balance, make additional contributions, manage your personal information and more. 

Sign in to your account  - Opens in a new window

Looking for a NextStep form?