Mission, Vision and Values

Plannera's Mission, Vision and Values provide the direction, focus, and express our values as leaders in the pension and benefits industry.

Our Mission

To provide innovative pension and benefit services.

Our Vision

Partners for a secure financial future.

Our Values

Member Focused

As a not-for-profit organization, we are focused on the well-being of our members – not on generating profits for shareholders. We understand and meet members’ needs, provide excellent service, and continually look for ways to improve.

People Centered

People are at the heart of everything we do. We work collaboratively and with integrity in a respectful, supportive and inclusive environment.

Results Driven

As an organization and as individuals, we set goals and dedicate ourselves to achieving them. We are dependable and feel personally responsible to deliver on our commitments.