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Centry Global Pension Planner

ChatGPT plugin

Organise pension review facts

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Create an international pension inventory with native-currency balances, separately labelled income entitlements, disclosed fees, source-linked scheme terms, evidence gaps and a decision timeline. Prepare questions for pension providers and qualified specialists; no transfer recommendation or tax opinion.

Work through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack for your own review.

Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice. Scheme terms are extracted from supplied text only; no external account access, verified provider coverage, automatic eligibility or transfer execution. Disclosed-cost arithmetic does not establish suitability or tax efficiency. Pot values, income entitlements and currencies are kept separate. No tax, treaty or pension benefit calculation; Centry does not provide US tax advice. Unknown, tiered, performance-based and underlying fund charges require confirmation; no guessed zero fees.

Use fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or government identifiers. No account connection or financial execution is included. Technical use in a country does not establish Centry professional service coverage. Centry does not provide US tax advice. An optional first-party Centry consultation link is available by choice; the plugin does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).

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Example prompts

  • “Review my UK and Australian pensions before I move.”
  • “Compare the fees and restrictions in my pension documents.”
  • “Prepare pension questions for my US and Canadian advisers.”
Categories
Made by
RUPERT WILLIAM BARKSFIELD · Website
Sign-in
On Install
Capabilities
Read
Availability
Available
Version
1.0.0
Keywords
pension, pensions, superannuation, retirement scheme, pension transfer, pension inventory
Created
October 13, 2026
More info
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