Three Ways to Bring Order to Your Retirement Records
Whether you need a quick afternoon to sort a folder or a multi-year system for your whole household, there is a Pensara service that fits. All three are educational and organisational — no licensed advice involved.
Back to HomeOur Approach to Every Session
Initial Chat
A free 20-minute call to understand what you have and which service fits best.
Session Prep
We send a simple list of what to bring or have ready — no special preparation needed.
Working Together
We work through the session at your pace, explaining as we go and answering questions along the way.
Written Output
You leave with a written document — checklist, glossary, or filing guide — to use at home.
Retirement Paperwork Checklist Session
A focused walkthrough that turns scattered retirement paperwork into a simple, personal checklist. Ideal for anyone starting to organise their affairs. Entirely informational and organisational, with no licensed advice involved.
- One-to-one session covering all documents you bring
- Personalised checklist of what you have and what may be worth locating
- Clear notes on gaps and suggested next steps
- Approximately 2–3 hours, at office, home, or online
- 1. Document review — we go through everything you have brought
- 2. Category sorting — we group by type (pension, benefit, insurance, property)
- 3. Gap identification — we note what is missing and where it might be found
- 4. Checklist production — you receive a written summary to take home
Pension Terms Made Simple Course
An educational class that explains common pension vocabulary and processes in everyday language, with examples and a glossary to keep. Helps people read official documents with more confidence. Delivered over two half-day sessions.
- Covers 40+ commonly misunderstood pension and retirement terms
- Examples drawn from participants' own documents where possible
- Printed glossary booklet provided, annotated during the course
- Q&A time built into both sessions
- 1. Session A — foundational vocabulary: contributions, vesting, drawdown, annuity
- 2. Session B — document reading: statements, benefit notices, correspondence
- 3. Glossary annotation — participants personalise their reference booklet
- 4. Final Q&A — any remaining questions from both sessions addressed
Long-Term Records Management Programme
A comprehensive programme for setting up a durable, family-friendly system to store and update retirement and household records over many years. Centred on organisation and clear communication, not recommendations. Spread across several weeks with ongoing annual check-in support.
- Custom filing structure designed around your specific documents
- Both physical and digital filing options addressed
- Family Handover Guide produced at programme end
- Annual review sessions available to keep the system current
- 1. Assessment (Week 1) — full inventory of all household documents
- 2. Design (Week 2) — custom filing structure created and explained
- 3. Implementation (Weeks 3–4) — documents sorted, labelled, and filed
- 4. Handover Guide — written guide for family members produced
Which Service Is Right for You?
Use this table to find the service that best matches your situation. If you are still not sure, contact us and we will help you decide in a free 20-minute chat.
| Feature | Checklist ฿4,000 |
Pension Terms ฿16,500 |
Records Prog. ฿33,500 |
|---|---|---|---|
| Personal document inventory | |||
| Pension vocabulary explained | |||
| Annotated glossary booklet | |||
| Custom filing structure built | |||
| Family Handover Guide produced | |||
| Annual review sessions available | |||
| Best for… | First step, single folder | Understanding documents | Full household system |
Standards Across All Services
Privacy & Discretion
Nothing you share is passed to a third party. Sessions are private and all notes remain with you.
Strictly Educational
We do not give financial, legal, or investment advice. Our scope is organisation and education only.
Written Outputs Always
Every session produces a written document you take home. Nothing is left as verbal notes alone.
Follow-Up Available
If a question comes up after your session, contact us. Brief follow-up queries are handled at no extra charge.
Bilingual Support
Thai document support available for clients with Thai-language pension or government benefit records.
Flexible Delivery
In-person at our Chiang Mai office, home visit, or video call — whichever works best for you.
Fixed Fees, No Surprises
Checklist Session
Per session, all materials included
- 2–3 hour session
- Personalised checklist
- Gap identification report
Pension Terms Course
Per participant, two sessions included
- Two half-day sessions
- Annotated glossary booklet
- Q&A time in both sessions
Records Programme
Full programme, 4-week implementation
- Complete filing system
- Family Handover Guide
- Annual review available
Not Sure Which Service to Start With?
Get in touch and we will spend 20 minutes talking through your situation. No commitment required — just a clear conversation about what would help most.
Get in Touch