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Key dates
June 2024
UPP Annual Report is available
June 2024
Distribution of Annual Pension Statements
Fall 2024
myUPP Member Portal launch
Resources
A message from UPP's Chief Pension Services Officer
"As a jointly sponsored pension plan, the perspectives and ideas of our members were a crucial input in shaping UPP’s new service experience. There was a clear shared desire for easily accessible information and intuitive self-serve tools to help members make confident decisions about their pension, and the assurance that expert support and guidance will be there when they need it. That is exactly what we plan to provide."
Joanna Lohrenz
Chief Pension Services Officer
What to expect with this service update
1. Access to dedicated pension experts
Today, many members still receive pension-related service and support from their employers. Coming Fall 2024, UPP will roll out our new member services experience, configured using direct insights and input from our members. This means that all members will receive direct pension-related service from UPP’s Member Services team.
2. Access to your new myUPP member portal–coming soon!
The myUPP Member Portal is a secure digital platform that will empower and inform UPP members in their retirement planning in the moments that matter–whether you need to ask a question, access your pension information, or estimate your future pension. And for pensioners, the portal provides easy access to pension documents, hassle-free banking updates, and quick answers to pension-related questions.
When it comes to navigating your pension online, you'll be able to:
Access your information
You will have secure access to your pension information, right at your fingertips.
Update your details
You can easily update and manage your personal and beneficiary information to ensure your pension records are always accurate.
Run pension estimates
Explore different retirement scenarios using the Pension Estimate Calculator to determine what your future pension will be using different dates, ages, and salaries.
Receive dedicated support
Communicate directly with UPP’s Member Services team. Whether you need help with your pension estimates, life event or want to better understand how your pension works, we are here to help you every step of the way.
How to prepare for this service update
UPP is working closely with our participating employers at University of Toronto, Queen’s University, University of Guelph, and Trent University to provide a seamless transition for all members.
New to UPP Member Services?
UPP Member Services is a dedicated team of pension experts, here to provide you with proactive, tailored support. Your UPP Member Services team will be there for you every step of the way through major life events such as preparing to retire and planning for loved ones.
UPP will assume pension administration and member services in August 2024. Until then, please continue to reach out to your employer’s Human Resources team with any questions about your pension (unless you are already receiving service directly from UPP). Further details about the transition, including specific dates, will be shared in the coming months via UPP and your employer.
You will be able to reach UPP Member Services through a variety of communication channels including:
- Secure message through the myUPP Member Portal
- Phone and video call
If you initiate a pension-related event and it is not complete before the transition, rest assured you will receive direct support from UPP Member Services to ensure there is no disruption to this event.
For example, if you initiate a retirement notice and receive your pension options before the transition but have not submitted them before the transition, you will submit any required information directly to UPP Member Services instead of your employer.
There is no impact to your 2023 annual statement. You will receive your annual statement from your employer, by June 30, 2024. Next year, members will have the ability to view and download their annual statements through the myUPP Member Portal on a go-forward basis.
Applying for retirement
If you are an active member, you will still be required to submit your retirement notice through your employer, who will notify UPP to initiate the development of your pension options package.
Contributing to your pension
Your pension contributions will continue to be deducted by your employer, who will report your contributions, pensionable service, and earnings information to UPP.
Other non-pension related benefits
Additional benefits such as health, dental, and life insurance are not impacted by this transition and continue to be administered through your regular channels. Any mention of ‘benefits’ from UPP refers solely to your pension benefits.
New to online retirement planning?
A core feature of this new member service experience is the myUPP Member Portal, a secure digital environment where you can run pension estimates, update your personal information, and interact securely with UPP’s Member Services team.
Your personal myUPP Member Portal account gives you the ability to:
- Plan for the future by running pension estimates for various ages, work statuses and key dates.
- Communicate securely with UPP Member Services via Secure Message.
- Receive and return documents securely and electronically.
- Update information such as your contact details and non-spousal beneficiary information.
- View your member information including recent service and earnings.
- Deferred members can submit their request to begin their pension via Secure Message.
- Pensioners can update their banking information and view their payment history.
As a pensioner, you will be able to:
- Communicate securely with UPP Member Services via Secure Message.
- Receive and return documents securely and electronically.
- Update information such as your contact details and non-spousal beneficiary information.
- Securely update your banking information.
- View your pension payment history.
Registration for the portal will begin in Fall 2024. You will receive a communication directly from UPP with an invitation to register and tips to help you explore your new myUPP Member Portal account.
Registration is easy! You will receive a registration email with a link to register. MyUPP.ca will also be updated to include a link to the myUPP Member Portal. The registration process will involve five (5) quick, easy, and secure steps.
The myUPP Member Portal uses multi-factor authentication (MFA) which is an additional layer of security that requires you to complete multiple authentication factors to access your account. MFA is a quick but important security step that sends a code to your phone number or email address on file, that you must enter when registering and signing in to the myUPP Member Portal.
To ensure a seamless registration process, it’s important that your contact details are correct and up to date as you will receive your MFA code to your phone number or email address on file.
The myUPP Member Portal is available to active and deferred members, and pensioners. Surviving spouses and beneficiaries can also register once they are receiving monthly survivor pension payments.
Already have a pension portal?
UPP will roll out our new member services experience and brand-new myUPP Member Portal that will replace your existing self-serve account.
No, you will need to register for a new account under the myUPP Member Portal.
After the launch of the myUPP Member Portal, you will no longer have access to your previous pension portal. For this reason, we recommend saving any important information from your current portal prior to the launch.
Verify your information
You will receive your 2023 annual pension statement by June 30, 2024. Review your statement carefully to ensure your personal information is correct and up to date. If there are any inaccuracies, please follow the instructions on your statement to update your information.
Download your documents
Download any important documents from your portal that you wish to have for your records, such as previous years’ annual statements and documents related to recent or in-progress transactions.
Between August – September you will receive a communication from UPP with a link to register. myupp.ca will also be updated to include a link to the myUPP Member Portal. The registration process will involve five (5) quick, easy, and secure steps. To ensure a seamless transition, it is important that your contact information is accurate. Stay tuned for updates.
The myUPP Member Portal is available to active and deferred members, and pensioners. Surviving spouses and beneficiaries can also register once they are receiving monthly survivor pension payments.
Planning to retire in 2024?
Learn more about how UPP’s new service experience impacts your retirement planning in 2024 and the steps you can take to prepare.
After the transition, you will still be required to submit your retirement notice through your employer, who will notify UPP to initiate the development of your pension options package.
Starting August 2024, those new to UPP Member Services will receive their pension options through their preferred method of communication (digitally through the myUPP Member Portal or mail). You will then need to return all information required to process your pension to UPP Member Services.
UPP Member Services will be here for you every step of the way. Should you have any questions related to your pension you can reach a pension expert via phone or Secure Message through the myUPP Member Portal.
If you are a deferred member, you can submit your notice to start your pension via Secure Message through the myUPP Member Portal. Alternatively, you can call UPP Member Services.
If you received your pension options but did not submit your information before the transition, rest assured you will receive direct support from UPP Member Services to ensure there is no disruption to your service.
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