--- 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 --- [![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/) [FR](https://linstantia.ia.ca/) # iA CONNECTED Your ongoing source of information. ![Hero\_image\_seul\_Dskp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_image_seul_Dskp.jpg) ![Hero\_Instant\_iA\_Modifie\_dsktp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_Instant_iA_Modifie_dsktp.jpg) ### [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) --- ### [90 minutes to get ahead in savings](https://iaconnected.ia.ca/90-minutes-to-get-ahead-in-savings/tags/savings) September 16, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Get ahead by registering for the Savings and Investment Conferences. This is a must-attend event to help you keep raising the bar. [Read Article](https://iaconnected.ia.ca/90-minutes-to-get-ahead-in-savings/tags/savings) --- ### [Segregated funds | Portfolio manager changes now in effect](https://iaconnected.ia.ca/segregated-funds-portfolio-manager-changes-now-in-effect/tags/savings) September 15, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) The portfolio manager changes [announced earlier this year](https://iaconnected.ia.ca/segregated-funds-change-of-portfolio-managers/tags/savings) are now in effect. [Read Article](https://iaconnected.ia.ca/segregated-funds-portfolio-manager-changes-now-in-effect/tags/savings) --- ### [RESP | Save time during the RESP withdrawal season](https://iaconnected.ia.ca/resp-save-time-during-resp-withdrawal-season/tags/savings) August 28, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) As students head back to school, RESP withdrawal season for post-secondary education is underway! [Read Article](https://iaconnected.ia.ca/resp-save-time-during-resp-withdrawal-season/tags/savings) --- ### [Wealth transfer | Show the impact in just a few clicks](https://iaconnected.ia.ca/wealth-transfer-show-the-impact-in-just-a-few-clicks/tags/savings) August 17, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) With the [estate costs calculator](https://iaa.secureweb.inalco.com/ESMWPN38), you can show your clients how choosing segregated funds versus mutual funds can affect the amount of wealth they pass on to their loved ones.  [Read Article](https://iaconnected.ia.ca/wealth-transfer-show-the-impact-in-just-a-few-clicks/tags/savings) --- ### [iA Seg funds | Standout net performance and protection](https://iaconnected.ia.ca/ia-seg-funds-standout-net-performance-and-protection/tags/savings) August 12, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) In the first 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/tags/savings) --- ### [Form F51-383A gets a makeover | New version now available](https://iaconnected.ia.ca/form-f51-383a-gets-a-makeover-new-version-now-available/tags/savings) August 3, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Form [F51-383A](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/individual-savings-and-retirement/2021/12/f51-383a.pdf), used in the death benefit payment process, has been redesigned to make your experience simpler and more efficient. The improvements are intended to make it easier to collect the required information and help speed up the processing of your requests  when submitting a claim. [Read Article](https://iaconnected.ia.ca/form-f51-383a-gets-a-makeover-new-version-now-available/tags/savings) --- ### [Even more in EVO: RESP withdrawals now available!](https://iaconnected.ia.ca/even-more-in-evo-resp-withdrawals-now-available/tags/savings) July 27, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Good news for your RESP accounts: you can now make withdrawals for post-secondary education online using the EVO Withdrawal tool. [Read Article](https://iaconnected.ia.ca/even-more-in-evo-resp-withdrawals-now-available/tags/savings) --- 1 of 6 [1](https://iaconnected.ia.ca/tag/savings/page/1) [2](https://iaconnected.ia.ca/tag/savings/page/2) [3](https://iaconnected.ia.ca/tag/savings/page/3) [4](https://iaconnected.ia.ca/tag/savings/page/4) [5](https://iaconnected.ia.ca/tag/savings/page/5) ... 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