We’re pleased to share with you our new onboarding material that reflects our human, modern and
Bring your dreams to life approach. With this material, we want to create a simpler and
more meaningful plan member experience—thanks to more streamlined content and a focus on financial
wellness. This new material better supports and engages plan members and shows the value of their
group retirement savings program. It also introduces the concept of having non-retirement goals.
To support our digital shift, we offer PDF versions with embedded hyperlinks, including one to
Omni, our new mobile app. While we’re encouraging the digital experience, we still
offer 100% recycled paper kits.
Main differences between existing and new kits
No need for a folder: The new guide includes an inside pocket where key
documents are inserted.
The kits are lighter: There are fewer documents, and the new streamlined guide
has only 6 pages instead of 18.
Penny, our virtual guide: Penny has been strategically positioned throughout
the guides to provide relevant tips.
Omni is everywhere! We’ve integrated Omni, our new mobile app, so that plan
members will learn how to download it and access their group retirement savings account from the
mobile device of their choice.
New enrolment flyer
We also have a new enrolment flyer that you can use to gently remind your employees to enrol in their
new plan or create their account to access our online services. Like the guides, they contain links
to download Omni or go directly to the plan member site via
dfs.ca/GroupPlanMember, where they can create or log on to their account.
Accessibility—one more step towards inclusion
The PDF versions of our enrolment guide and flyer are accessible. This means that the documents are
accessible to people who use magnification software, or a text-to-speech or braille screen reader.
Availability of new materials
The enrolment flyer, and both paper and PDF versions of the kit are available to all our groups. You
can request them by contacting your client relationship manager. You can use up the old paper kits
before ordering the new ones.