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Pensionality: A fun new way to understand your pension

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Pensions can be complicated – let us make them simple for you! Say hello to Pensionality – a fun new tool to help you get the best out of your pension.

Think of Pensionality as a personality quiz for you and your pension. Whether at the start of your career or near retirement, your pension is actively growing and helping you plan your future confidently – and with Pensionality, you can see just how! It all begins when you take the short quiz and discover your Pensionality. Four Pensionality profiles represent the different life stages of a CAAT member. In your profile you’ll find tailored resources, designed just for you.

Let’s take a quick look at the four Pensionality profiles:

  • Explorer: You’re relatively new to the workforce and might find it hard to think about retirement. But planning is essential at any age. With your curated Pensionality resources, you'll get a better picture of your defined benefit pension's role in your overall financial health.
  • Builder: You’ve settled into the workforce, and you’re getting more comfortable with your pension. Every paycheque, your contributions are working towards securing your retirement income. There’s more to your CAAT DB pension too – and you’ll learn all about those other valuable features that help you be better prepared for retirement.
  • Composer: Retirement is becoming more in focus because you’re almost at the workforce finishing line! While you’ve been working, your CAAT contributions have been helping you build a secure tomorrow. Now, as you start planning for this next milestone, CAAT is here to support you every step of the way.
  • Voyager: You made it! You’re already enjoying your pension and living the retired life. And CAAT continues to be your partner even in your retirement years. Your Pensionality resources will show you how CAAT protects your pension so you can worry less and can spend more time doing what you love in your golden years.

Why is this resource so important?

Your pension is a big deal, and it’s important you understand its value so you can make the most of your membership with us.

Luckily you have a partner in CAAT to support you every step of the way. With Pensionality, that journey becomes much easier. You get useful pension information designed to meet your needs. And a great thing is that it’s all curated in one place, so you can always come back to access it whenever you want.

What are you waiting for? Discover your Pensionality today!