Less hassle, more impact: how to effortlessly calculate the 80% rule from now on

As an insurance broker, you know that the 80% rule is often complex. Different insurers, varied data formats, and manual calculations make this process time-consuming and demanding — time you would rather spend on personal advice and commercial growth.

myFaro helps you refocus on what truly matters.

Through our platform, we support brokers and agents in centralizing and automating their advisory processes — without compromising their independence.

One of myFaro’s unique pillars is that it’s the only platform on the market that autonomously calculates the 80% rule, regardless of insurer or data source. This means:

• An accurate, up-to-date view of the maximum tax-deductible pension contribution

• Automatic detection of optimization potential

• One clear overview across all providers

Just like some other platforms, myFaro integrates with any CRM system. But it doesn’t stop there. myFaro is designed as an enablement layer for firms operating in a multi-supplier environment: compliant by design, and focused on end-to-end process optimization — from intake to advice. You remain in control of how you work, while gaining time, precision, and client satisfaction.

Accessible for every office, regardless of size

myFaro remains deliberately affordably priced. We believe digital efficiency should be within reach for every firm, no matter its size. By eliminating administrative burdens, we free up your time for what truly matters: valuable client interactions and sustainable portfolio growth.

In summary, myFaro offers you:

✅ Full insight into your clients’ IPT potential
✅ Integration with any CRM system and connection to your existing tools
✅ Fair and transparent pricing
✅ More time for client advice, less administrative overload

Want to stand out again in pension planning — with less manual work and more insight?
Then myFaro is your trusted partner.