Media Resources
Webinars
featured
Turning CAP Changes into Opportunities: How Advisors Can Grow with the New Guidelines
The updated CAP Guidelines—the most significant in over 20 years—bring new opportunities for advisors to build stronger client relationships and grow their business.
In this expert-led webinar, industry leaders share actionable insights tailored for advisors, helping you navigate these key changes, enhance governance strategies, and deliver greater value to your clients.
Podcasts
Building the perfect retirement plan
In this Fintech Insider podcast, Common Wealth’s co-CEO Alex Mazer discusses how to build the perfect pension offering. Joined by two UK-based fintech innovators, Jasper Martens of PensionBee and Andy Russell of Wealthify, the panel explores the improvements that need to be made to get pensions right.
Life Two
Co-hosted by retirement experts Don Ezra and Common Wealth, LIFE TWO offers in-depth, insightful conversations with the world’s best thinkers on the trends and ideas that are driving change in the retirement security field.
The Financial Checkup
Videos
Enrolling in your workplace plan
How to transfer your TFSA or RRSP
How to make a one-time contribution to your RRSP
How to add more funds to your plan
How to add monthly contributions
How to select your investment fund
How to maximize your government benefits
How to set your target retirement income
How to update your income
How to update your other savings
Enrolling in your plan
Employers
Employer Dashboard: Creating your account
Employer Dashboard: Adding employees to your plan
Employer Dashboard: Reviewing your employee requests
Employer Dashboard: Uploading your payroll register
Digital plan setup & employee onboarding
