Make Smart Moves with MyPension Expert

A more dedicated service to help you understand your financial needs, with 121 advice from a Qualified Financial Advisor. Helping you plan for a happy retirement.

Try 30 days for free*

What is MyPension Expert?

MyPension Expert takes planning your retirment to the next level, by analysing your retirement goals, engaging with you personally to plan your retirement and providing advice and opportunities

MyPension Expert includes:

An initial onboarding providing an in-depth needs analysis report via Zoom, telephone or at our offices. The review doesn’t just cover retirement, it includes life & illness insurance as well as savings & investment advice
121 Expert advice with a Qualified Financial Advisor. You’re entiltled to one 15 minute session per month, done via Zoom, telephone or at our offices
Opportunities for reaching your retirement goals (detailed fund analysis and advice)
Annual reviews
Dedicated support
Latest and most accurate pension information at your fingertips
Access to MyPension Rewards, providing discounts such pre-paid gift cards and promotions such iWatch, Kindle and more, available on certain products**

What is MyPension Expert?

MyPension Expert takes planning your retirment to the next level, by analysing your retirement goals, engaging with you personally to plan your retirement and providing advice and opportunities

MyPension Expert includes:

An initial onboarding providing an in-depth needs analysis report via Zoom, telephone or at our offices. The review doesn’t just cover retirement, it includes life & illness insurance as well as savings & investment advice
121 Expert advice with a Qualified Financial Advisor. You’re entiltled to one 15 minute session per month, done via Zoom, telephone or at our offices
Annual reviews
Dedicated support
Latest and most accurate pension information at your fingertips
Access to MyPension Rewards, providing discounts such pre-paid gift cards and promotions such iWatch, Kindle and more, available on certain products**

How we do it

Tailored advice and ongoing analysis

Our experts work with you to deliver bespoke advice to meet your needs. We start by providing a needs analysis report for you, taking into account your financial goals and current circumstances. This will help to baseline where you are, where you want to be and the steps you can take to get there.

MyPension Expert targets common challenges like your attitude towards risk, fund performance of current pension(s) vs. what’s available in the wider market, what you want in your retirement and what your priorities are now (home-ownership, saving for a childs education, life and ilness cover). We’ll help build the right solution for you – and your budget.

Try 30 days for free*

How we do it

Tailored advice and ongoing analysis

Our experts work with you to deliver bespoke advice to meet your needs. We start by providing a needs analysis report for you, taking into account your financial goals and current circumstances. This will help to baseline where you are, where you want to be and the steps you can take to get there.

MyPension Expert targets common challenges like your attitude towards risk, fund performance of current pension(s) vs. what’s available in the wider market, what you want in your retirement and what your priorities are now (home-ownership, saving for a childs education, life and ilness cover). We’ll help build the right solution for you – and your budget.

Try 30 days for free*

121 Advice

121 Expert advice with a Qualified Financial Advisor. Book 1 x 15 minute session per month. This can be done via Zoom, telephone or at our offices

Full Financial Reviews

An initial onboarding followed by annual reviews, providing an in-depth needs analysis report tailored to your retirement, life & illness and savings & investment needs

We’re passionate about making pensions easy to understand and accessible to everyone, which means providing human support, when only a human will do.

Opportunities

Get the latest and most accurate pension information at your fingertips, as well as up-to-date information on the latest funds and performance

Have a question? Call our team 0818 60 65 70

Mon-Fri: 9:30am-5pm

Cathedral Financial Consultants Ltd t/a My Pension is regulated by the Central Bank of Ireland. With pension investments, your funds might fluctuate in line with investment market movements.