As a member of the UBC Faculty Pension Plan (FPP), it is important to review your investments periodically to ensure your investment portfolio is appropriate for your personal financial situation. Your personal financial situation can be influenced by factors such as your age, your tolerance to risk, and your access to other retirement savings. How you invest your assets will have a significant impact on the amount of money you ultimately accumulate in the FPP for your retirement.
Resources and tools for planning your future
The UBC FPP offers online investment education, resources and tools to help you with your financial and retirement planning. Whether you are just starting your career or are planning to retire soon, here are some of the resources and tools available to you:
Visit the Investment Education page for education articles to help you understand the Plan’s investment options, how the investments are managed, and the role fees play in how much of your money stays invested and continues to grow in your account.
Financial & Retirement Planning Tools
Through your member account at mysunlife.ca/ubcfpp, you have access to online tools, including the Asset Allocation Tool and Retirement Income Estimator.
The Asset Allocation tool can help you determine your investment time horizon and comfort with investment risk, and in turn, can help you select investment options that are right for you. We recommend that you read the Asset Allocation Choices article prior to using the Asset Allocation Tool.
The Retirement Income Estimator will help you determine if the money you are saving and investing now will meet your financial needs later in life. It is a great way to see if you are on track to meet your retirement goals.