Finally – a simple plug-and-play workbook to calculate your Pension GAP in minutes
Created by an FCA-regulated Financial Adviser who gets entrepreneurs
Instant access for just £9
Perfect if you’re a 40-something business owner who’s great at making money... but retirement planning? Nope, not got to that! (yet...)
- No real pension strategy
- No clue what your investments are worth or forecast to be
- Just a voice whispering, “I should probably sort this out.”
This is your first step — and it couldn’t be easier.
You’ll receive:
A Google Sheet you can duplicate or download into Excel
Step-by-step guidance on what to enter where
Clear layout to map your pensions, savings + investments
Auto-calculations that show your retirement GAP instantly
Monthly target calculations to help you close that gap
Lifetime access + future updates included
No spreadsheet overwhelm. No jargon. Just answers.
Many of my clients say:
“I’ve got pensions here and there but no idea what they mean.”
“I feel like I’m behind but don’t know how much by.”
“I want a real plan, but I’ve been avoiding it…”
Sound familiar?
This simple-to-use electronic workbook is the clean, clear start your future wealth has been waiting for.
Once you plug in your numbers, you’ll know:
How much you’ve already got toward retirement
Where the shortfall is (your “Pension GAP”)
Exactly how much you need to contribute each month to close your Pension GAP
What you can start doing right now to fix it
It’s a no-pressure way to take back control of your wealth.
"If you freak out about finances, find the world of money mind blowing and are put off by confusing terminology, Claire is your woman.
Her simplistic, fun (yes fun!) approach will demystify things and motivate you to get started.
Claire doesn't do problems...only solutions! "
"
I hadn't sat down to really look at my finances for years and so had sort of
lost track of where I was with things.
Working with Claire has helped me pull together all the parts of my finances into one easy to understand plan and
strategy that was workable for my current circumstances, and can be flexible as
my business grows.
For the first time, I understand what I need to do next "
Get your Pension GAP Workbook now for just £9.
Instant access
No subscription
No stress
The Pension Gap Workbook£9
Want me to walk you through it?
Add the Pension POWERclass (Only £35 TODAY)
How to interpret your workbook numbers What the gap really means My 3-part ROCK Solid
Framework for retirement planning Real-life examples + mindset breakthroughs How to close your Pension GAP forever Watch it on your own time (or binge it tonight with a glass of wine and a notebook).
Including showing you step by step HOW to fill out the Google Sheet - this is IDEAL for visual learners!
“This masterclass was worth hundreds — and I actually understood what to do.” — Real client feedback
Let’s make your money start working for future-you. click 
Yes to Add the POWERclass