Available Resources in Preparation for Retirement

"Don't simply retire from something: have something to retire to." 
Quote by Harry Emerson Fosdick

The Committee made an overview of the following available resources online. 

General Guides and checklists
Health and Other Insurance
Post-Retirement Benefits
Faculty Pension and Financial Planning

General Guides and checklists

Checklist for faculty to assist your retirement planning developed by UBC Emeritus College  Highly recommended!
This multi-faceted checklist was developed by retired faculty of the Emeritus College. It is filled with ideas, resources, contact info and links that will assist you as you think about your upcoming retirement.    

Checklist developed by UBC Faculty Relations (CWL login required)

Ways to Keep Connected to your Department and the University after you retire

Health and Other Insurance

Alert! Faculty working past age 65, and especially after age 71 at UBC 
What you need to know about the cessation of your health and other insurance benefits. 

UBC Human Resources
Coverage end-dates for faculty benefits. 

Health Insurance Options for Retired UBC Faculty: An Overview  
A webpage with a summary of important information and considerations.

Comprehensive Guide to travel and extended health insurance option
The Benefits Committee of the UBC Emeritus College prepared an extensive, user-friendly guide to your insurance options.

Post-Retirement Benefits

PRIVILEGES awarded to UBC faculty by the University and/or the UBC Emeritus College  
Discover the free or reduced-price benefits.  

Want more details on the Privileges/Benefits? 

Faculty Pension Plan and Financial Planning

Retirement Guide: Faculty Pension Plan 
Outline for retirees of the options available to members of the UBC Faculty Pension Plan.

Retirement Income Estimator 
Worried about how much money you may need in retirement? To access the Retirement Income Estimator, sign in to your account at the SunLife website and then select my financial centre > Resource Centre > my money tools > Retirement Income Estimator.

UBC Faculty Pension Plan Forum
Presentation on the Plan’s investment performance, future directions.  Information tables on other retirement benefits and services. Occurs annually, usually in May. 

Government of Canada: Retirement Planning   
Information site covering an extensive range of financial retirement planning aspects (sources of income, income tax, living abroad etc.)  

Government of Canada: A Guide to Choosing/Working with a Financial Advisor
A guide on how to choose/work with your financial advisor