Publications

Superintendent's list of financial institutions offering locked-in pension products [2021 to current]

Description

All banks, credit unions, trust companies and insurance companies offering LIRAs, LIFs and LRIFs to customers must be on the Superintendent’s List of Financial Institutions offering locked-in... More ≫

Description

All banks, credit unions, trust companies and insurance companies offering LIRAs, LIFs and LRIFs to customers must be on the Superintendent’s List of Financial Institutions offering locked-in pension products, in order to accept transfers of locked-in funds. NOTE: This list is updated regularly. Please ensure you are using the CURRENT list for up-to-date information. Past issues of the list are kept for informational and comparison purposes only. There may be institutions that have applied to appear on this list but whose application was still being processed at the time this list was updated. Please contact the office of the Superintendent of Pensions to verify the status of any financial institution with respect to this list.

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Information for individuals : accessing pension funds

Description

When individuals cease membership in a registered pension plan in Alberta, they have the option of transferring funds from the pension plan into a Locked-in Retirement Account (LIRA). This... More ≫

Description

When individuals cease membership in a registered pension plan in Alberta, they have the option of transferring funds from the pension plan into a Locked-in Retirement Account (LIRA). This document describes the five unlocking provisions that can provide owners with access to these funds. Please refer to the CURRENT version. Previous versions are included for historical purposes only.

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Financial hardship unlocking : general program and process FAQs

Description

The following document provides questions and answers on the process to unlock funds in your locked-in retirement account (LIRA) or life income fund (LIF) due to financial hardship. Please refer... More ≫

Description

The following document provides questions and answers on the process to unlock funds in your locked-in retirement account (LIRA) or life income fund (LIF) due to financial hardship. Please refer to the CURRENT version. Previous versions are included for historical purposes only.

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Pensions financial hardship unlocking : reasons to unlock FAQs

Description

The following document provides questions and answers on reasons to unlock funds in your locked-in retirement account (LIRA) or life income fund (LIF) due to financial hardship. Please refer to... More ≫

Description

The following document provides questions and answers on reasons to unlock funds in your locked-in retirement account (LIRA) or life income fund (LIF) due to financial hardship. Please refer to the CURRENT version. Previous versions are included for historical purposes only.

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Superintendent's list of financial institutions offering locked-in pension products [2012-2020]

Description

All banks, credit unions, trust companies and insurance companies offering LIRAs, LIFs and LRIFs to customers must be on the Superintendent’s List of Financial Institutions offering locked-in... More ≫

Description

All banks, credit unions, trust companies and insurance companies offering LIRAs, LIFs and LRIFs to customers must be on the Superintendent’s List of Financial Institutions offering locked-in pension products, in order to accept transfers of locked-in funds. NOTE: These past issues of the list are kept for informational and comparison purposes only. For the current list, which is updated regularly, see the Related tab.

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Financial hardship unlocking program : summary

Description

The following document describes the process to unlock funds in your locked-in retirement account (LIRA) or life income fund (LIF) due to financial hardship.

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