---
title: "iA CONNECTED: Information for advisors and distributors | Savings"
description: Savings | Ongoing source of information for advisors and partners of iA Financial Group. News, tips and useful tools for your work.
image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg
---

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# iA CONNECTED

Your ongoing source of information.

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### [Hold onto your tuques, the RRSP campaign is kicking off... and it’s packed with punch!](https://iaconnected.ia.ca/2026-2027-rrsp-campaign-your-tools/tags/savings)

 November 2, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

Everything is in place to make this RRSP campaign a success and, more importantly, one of the most rewarding yet for growing your business.

[Read Article](https://iaconnected.ia.ca/2026-2027-rrsp-campaign-your-tools/tags/savings)

---

### [Rising interest rates: What can we expect going forward?](https://iaconnected.ia.ca/rising-interest-rates-what-can-we-expect-going-forward/tags/savings)

 November 2, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

The Bank of Canada has just raised its leading rate for the first time in several years. This news may prompt questions from your clients about their finances and investments.

[Read Article](https://iaconnected.ia.ca/rising-interest-rates-what-can-we-expect-going-forward/tags/savings)

---

### [It’s time to send your RRSP conversion requests!](https://iaconnected.ia.ca/its-time-to-send-your-rrsp-conversion-requests-2026/tags/savings)

 October 28, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

As you know, clients with an RRSP, a locked-in RRSP, a LIRA or an FHSA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

[Read Article](https://iaconnected.ia.ca/its-time-to-send-your-rrsp-conversion-requests-2026/tags/savings)

---

### [iA Seg funds | Standout net performance and protection | Q3-2026](https://iaconnected.ia.ca/ia-seg-funds-standout-net-performance-and-protection-q3-2026/tags/savings)

 October 27, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

In this second edition of Seg-fund edge, we highlight our funds whose net returns outperformed their peers in the same CIFSC1 category (which includes both segregated and mutual funds) over the past 12 months. The results speak for themselves 👇

[Read Article](https://iaconnected.ia.ca/ia-seg-funds-standout-net-performance-and-protection-q3-2026/tags/savings)

---

### [New compensation model: CB2 is now available](https://iaconnected.ia.ca/new-compensation-option-cb2-is-available/tag/savings)

 October 26, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

A new compensation model has been added to iA segregated fund offerings: the 2-year chargeback (CB2). This new option combines a competitive sales commission and a 24-month commission chargeback period. 

[Read Article](https://iaconnected.ia.ca/new-compensation-option-cb2-is-available/tag/savings)

---

### [Five new segregated funds to get your RRSP-TFSA-FHSA Campaign off to a strong start](https://iaconnected.ia.ca/launch-of-five-new-segregated-funds/tags/savings)

 October 26, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

Enhanced lineup. Distinctive solutions. Proven leadership.

[Read Article](https://iaconnected.ia.ca/launch-of-five-new-segregated-funds/tags/savings)

---

### [Total cost reporting | Earn 1 CE credit with the new training!](https://iaconnected.ia.ca/total-cost-reporting-new-training/tags/savings)

 October 21, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

We’ve been telling you about this all year long: the new total cost reporting requirement will change how fees appear on the clients’ annual investment statement, and you need to be prepared to discuss this topic with them. It will be January before you know it –in 3 short months actually! 

[Read Article](https://iaconnected.ia.ca/total-cost-reporting-new-training/tags/savings)

---

### [Total Cost Reporting | New "What are management fees for" article](https://iaconnected.ia.ca/total-cost-reporting-new-what-are-management-fees-for-article/tags/savings)

 September 29, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

As part of the new total cost reporting requirement, and in anticipation of the new annual investment statement your clients will receive in January 2027, we’ve published an article in the Advice Zone for our savings clients.

[Read Article](https://iaconnected.ia.ca/total-cost-reporting-new-what-are-management-fees-for-article/tags/savings)

---

### [iA surpasses $50 billion in segregated fund assets under management | Thank you for your trust!](https://iaconnected.ia.ca/ia-surpasses-50-billion-in-segregated-fund-assets-under-management-thank-you-for-your-trust/tags/savings)

 September 28, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

Thanks to your expertise and the relationship of trust you have built with your clients, we have surpassed $50B in segregated fund assets under management!

[Read Article](https://iaconnected.ia.ca/ia-surpasses-50-billion-in-segregated-fund-assets-under-management-thank-you-for-your-trust/tags/savings)

---

### [Maximize your clients’ investment potential!](https://iaconnected.ia.ca/maximize-your-clients-investment-potential-hisa/tags/savings)

 September 17, 2026

 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)

Despite the persistently uncertain climate and the possibility of a slight increase in interest rates, stock markets nevertheless continue to offer strong growth potential.

[Read Article](https://iaconnected.ia.ca/maximize-your-clients-investment-potential-hisa/tags/savings)

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