Pension Works レビュー 

I can not recommend PW highly enough from the advisors, to the team of assistance and the experts doing all the analysis in the background. Their professionalism and integrity is of the highest order. I have been working on two projects with them regarding the transfer of DB schemes, the first one they ruled it was not suitable but the key thing here is concerning fees. They made this decision before it went to full-advice but could have very well taken it to the final process and charged me thousands of pounds. Tell me a business that does months of work and produces a document that would rival the Magan Carta and then doesn't charge any fees for all that advice? Dylan Davis and his team have been exceptional in all aspects of this process, I can promise, you should you wish to move your DB pensions you can be assured in PW you are in the very safest of hands. Mr R. Embrey, Derbyshire.

Ten out of ten for Pension Works who dealt with my pension transfer. I would like to thank Mark Citrone (Financial Adviser) for the first port of call and especially Amy Barnett for dealing with the process thereafter, both were very professional, helpful and friendly at all times keeping me informed through every step of the process.

Alistair , Amy Lee and the team at pension works advised and guided me through the process of transferring two final pension that I was tied into. They were always there to advise me on any queries I had . I can now plan how and when I want to take my pension . I would recommend them to anyone that wanted advice on pensions in fact my. Wife has just started the same advice process with her pension. Thanks again for all your hard work John .

I was very impressed with everyone that I was in contact with at Pension Works. They were clear and concise and answered all my questions swiftly. Josh and Toby were particularly helpful and I would have no hesitation in recommending Pension Works to anyone in the future

Pension Works have been amazing from the start to the finish.I was impressed with the continued communication from the staff involved particularly Faye Hooley who was so understanding and efficient, furthermore Derek Winslet my financial advisor made me understand what was necessary for this transfer to go forward without making it difficult to understand.

I would definitely recommend this firm anytime, to anybody who needs advice in the future on financial issues.

The team involved making this possible for me have been excellent!!

Excellent service. Pension Works kept me updated throughout the process.

A big thank you to Dylan and the team at pension works. My transfer is now complete and couldn’t have went any more smoothly. True professionals and would recommend pension works if your looking to transfer your pension funds. Thank you so much Dylan for helping secure my future.

Pension Works were recommended to me by my Financial Advisor. A DB pension transfer was a big decision to undertake so I was grateful to receive clear and unbiased advice. Josh was punctual to the second and the appointments were always arranged in advance. My details were listened to and acknowledged which made my decision on whether or not to transfer easier to decide. I have nothing to compare this experience with but I would have no reason to fault Pension Works handling in this matter. I would definitely recommend.

Very impressed with Pension Works, and in particular Paul Chester. A professional and comprehensive service throughout the entire process, with excellent communication skills into the bargain. Very refreshing and appreciated. I would have no hesitation whatsoever to recommend this company to other individuals. Keep up the good work.

We were handed to Pension Works by our financial advisor team, as we were debating whether to change our pension arrangements & we required the appropriate FCA & ISO9001 accreditation which they can provide. We'd done a significant amount of research already, but needed the independent advice they offer to ensure we were on the right track, & that there weren't better alternatives we'd missed. Alastair & his team were exceptionally thorough all throughout the process, & we're very satisfied with the information & reports he's provided. He talked through all the potential risks & benefits, & the costs involved which are very reasonable considering the amount of work involved. The written reports cover every possible scenario, with pros & cons for each. We're more than happy that we're getting the right balance for our future & we're happy to recommend Pension Works.

DB Transfer

James Davis was very thorough and very professional in understanding my situation and my preferences. Was patient and answered my questions in a straightforward and clear manner. Highly recommended and many thanks for your support.

Having presented James, Tobias and the team at Pension Works with a short timescale to meet my schemes guaranteed TV, they pulled out the stops to deliver on time. Not only that, but the quality and detail of the advice was excellent. I should add that I worked in FS for over 40 years and am not easily impressed, but they did! Thanks guys; a pleasure to deal with. David.

What you require during the pension transfer service is clarity and honesty. From Alistair Milner I received the clarity and honesty that I required. (In my case this ended up as a successful transfer because it was right for my personal circumstances)

Very professional advice and great service from James Davis and Team.
The whole process was fully explained and planned around your individual needs.
I would recommend this company based on my experience,
Nigel D Hoyle , Cheshire

Excellent service, Dylan was great, answered all my questions and really put me at ease. 10 out of 10

Great help and support from Mark Citrone. Very honest and detailed, I wasn't put under any pressure and was given the necessary time and information to make a educated decision - a really positive experience from start to finish - thank you Mark.

Andrew was direct, punctual and patient when i did not not understand. advice was clear and all questions answered. transferring from a DB scheme is a challenging and worrying time Andrew was just the person to make things clear. i think the best part of pension works is that they listened to my wishes and ensured that advice included my areas of concern. well recommended.

Thanks Paul, the process was well communicated, balanced and ultimately resulted in the outcome that best suited myself

Alistair and the background team did an excellent job keeping me up to date all the way through the process. Alistair made sure I was fully aware of all the negatives of transferring and also the benefits based on my wishes. Thoroughly recommend Pension Works to anyone needing Pension advice.

My adviser, Josh, was friendly and made me feel at ease. He responded to any queries promptly & thoroughly. The service was professional and the advice was detailed. All telephone appointments were punctual too. I am happy to recommend Pension Works. Many thanks to all the staff. Paul.