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- Members
- Annual Statement
Your annual statement
Keep reading to learn when your 2024 annual statement will be ready, how to access it, and why it’s a key tool for staying on top of your pension and planning your retirement.
When to expect your 2024 statement
While most statements are being issued by June, a small number may follow shortly after. You’ll get an email notification when it’s available in the myUPP Member Portal under the Documents tab. If you’ve requested a mailed copy, it will arrive in the mail shortly.
Go paperless and get earlier access
If you requested a copy of your statement by mail, you will receive it shortly. However, you can access your statement earlier online, where you will always be able to view a copy, eliminating the need for saving paper copies.
Trent Staff and Victoria University members
As our newest members, you’ll receive your annual statement from your previous plan administrator this year. Starting next year, your annual statement will come from UPP.
Deferred members
Although we are required to provide deferred member statements once every two years, we are committed to sending you a statement each year during the summer months. This gives you an opportunity to stay informed about your pension, and ensure your information is accurate and up to date. You will receive an email when your statement is available in the myUPP Member Portal.
Your annual pension statement is your personalized snapshot of your UPP benefits.
Each year, by the end of June, your UPP annual statement will be available in the myUPP Member Portal. Whether you are actively working, have a deferred pension, or are already enjoying your pension, your statement provides a personalized snapshot of your pension.
Keep in mind that your annual statement reflects information as of December 31 of the previous year and may not reflect more recent payroll or service information.
Your statement includes:
Your key retirement details
If you’re still working or have a deferred pension, review your accrued pension and key milestone retirement dates.
Your pension payments
If you’re retired, view your monthly and annual gross pension amount and the retirement option you selected.
Your personal details
Ensure your contact, spousal, and beneficiary information is accurate and up to date.
How to access your statement
Your statement will be available in the myUPP Member Portal by the end of June. You will receive an email notification when it is ready.
To view your statement:
Go to the Documents section
Click Documents in the left navigation panel.
Select your annual statement
Choose UPP Annual Pension Statement to view or download your latest statement.
Keep your information up to date
Your annual statement provides you with an opportunity to review your personal and pension details and ensure all the information on file is up to date. If any information on your statement needs to be revised, please contact our Member Services team.
Plan for your future
Use the Pension Estimate Calculator in the portal to see how your pension could change based on different ages, retirement dates, and projected earnings.
Already registered? Sign in here.
Frequently asked questions
What is the purpose of my annual statement?
Your statement provides you with a snapshot of the pension you have accrued under your employment with a UPP-participating employer, along with key information to help you better understand your pension.
We encourage you to review your personal, contact, spousal, and beneficiary information each year to ensure your record is accurate and up to date.
Active and deferred members: You can use your statement for retirement planning, to learn about key retirement dates and the amount of pension you are entitled to.
Pensioners: You can view a summary of your monthly pension payment, along with information about the election you made at retirement.
Why does my statement look different?
Last year, UPP assumed official administration of the plan for most members. As a result, this is the first year many members will be receiving an annual pension statement from UPP, rather than their employer or previous pension administrator. Rest assured, all required information is still set out in your statement. We welcome your questions or feedback.
Do I get a paper copy of my statement?
If your communication preference is set to mail, or if you didn’t have an email on file at the time we issue your statement, you will receive a paper copy in the mail. However, you can always access a digital copy of your statement earlier through the myUPP Member Portal.
How do I access my annual statement online?
You will receive an email notification when your statement is available. Once you receive this notification, simply sign in to your myUPP Member Portal account, select Documents, then select UPP Annual Pension Statement.
When will my annual statement be available?
If you registered for the portal, you’ll be notified by email once your statement is available. Members without an email address will receive a printed copy by mail.
Active members and Pensioners: Your statement will be available by the end of June, with a small number being released shortly after.
Deferred members: Your statement will be available over the summer months.
Does my statement reflect the most recent information?
No. Your annual statement provides you with a snapshot of your pension benefits reflecting information on file as of December 31 of the previous year, and may not include recent changes such as earnings increases in the current year. They offer a conservative estimate, as they do not project future earnings.
As you review your annual statements and the estimator, you may notice differences. This is expected as the statement provides a point-in-time snapshot, while the estimator provides a closer view with future service and earnings projections, and different retirement dates.
I have a question about the information provided in my statement
Our Member Services team is available for any questions you may have via phone or secure message through the myUPP Member Portal.
How do I update my information?
You can update some information such as your contact information and beneficiaries using the myUPP Member Portal.
- If you are an active or deferred member, you can update your contact, spousal, and beneficiary information.
- If you are a pensioner, you can update your contact, beneficiary, and banking information.
Once you sign in, you can refer to the help centre for instructions on how to update your information. If you have any trouble with updating your information directly through the myUPP Member Portal, please contact our Member Services team via phone or secure message.
Why are my employer contributions not included in my statement?
Your annual pension statement highlights your personal information, including your pensionable earnings, service, and contributions. While your employer matches 100% of your contributions, these contributions are pooled and invested in the pension fund to deliver secure, lifetime pensions to all members.
I have an active and a deferred period with UPP. Why doesn’t my annual statement show my multiple periods of membership?
If you have multiple periods of membership under the Plan, they each result in their own pension entitlement, and you will receive separate annual statements. You may receive these at different times, as deferred member statements are issued over the summer months.
Why isn’t the commuted value included in my annual statement?
Our defined benefit pension promise is to provide you with a guaranteed monthly pension for life. Your annual statement provides you with key information about the pension benefit you are entitled to when you retire. In most cases, commuted value calculations are only available if you terminate membership before reaching retirement age.
Where can I learn more about my pension?
A key terms and important information section is provided at the end of your statement. In addition, you can explore our website to learn about important moments along your pension journey, read FAQs, and access the UPP Member Handbook, and applicable Pre-conversion Guide.
Questions?
Our Member Services team is here to help. Contact us via secure message in the myUPP Member Portal or toll-free at 1-833-627-7877, Monday to Friday, 8:30 am to 5 pm ET.
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