Pension Works レビュー 

Received advice from Pension Works regarding a DB pension transfer. From beginning to end their service was professional, courteous and efficient.

Every step of the process was clearly explained and any questions were responded to in a timely manner.

Many thanks to James Davis and his colleagues for their help. Highly recommended.

Great service from Andrew and Amy at Pension Works in transferring/reinvesting my pension. They kept me updated in a regular basis and genuinely lovely people to deal with. Efficient and prompt service. Thank you.

Excellent service. Prompt and polite. Fully knowledgeable and smooth running interaction. Highly recommend.

I would like to thank Mark Citrone for his knowledgeable and punctual advice throughout the processes involved in transferring my Final salary pension. He was reliable, easy to understand and answered all my questions, either by phone or email, in a timely manner. Mostly, any correspondence to him was acknowledged 24 hours later. The detailed system of questioning I received was very useful and thought provoking regarding my personal situation and requirements for retirement and usually pointed out areas which I hadn't thought about or seen as relevant / important to me beforehand. Although the process was sometimes lengthy and wordy, it was completed by the deadline and the outcome has been favourable. Thank you Mark .... a satisfied client.

I must thank Stephen Perkins for his help, expertise and advice during our meetings whilst I was looking to transfer out of my works DB Pension scheme which came to the outcome I was hoping for. All the staff at Pension Works looked after me well during all the communications and I would have no hesitation in recommending the company to anyone looking for pension advice.

In depth advice and responsive service couldn't really ask for more

Dealing with Andrew Murphy, very professional with a lovely friendly manner that immediately puts you at ease.
Very knowledgeable and nothing was too much trouble. Worked to a tight deadline for a pension transfer and kept us fully informed at all stages meaning the deadline was met.

Would recommend Pension Works and particularly Andrew for any advice etc needed. 5/5 on all counts. Thank you Andrew

Having attempted to engage 3 different IFAs over 18 months to evaluate the option of transferring out of a DB scheme, Pension Works were the only one who were able to undertake the work and then the transfer process.
I was very happy with their objective, comprehensive and unbiased approach.
Highly recommended from my experience.

Alistair Milne was totally professional throughout the consultation. Every step he went through thoroughly and was very helpful
And informative.
We are now at the final stages to transfer out which was agreed due to my ill health and at no time was I put under pressure. If anything he explained the pitfalls of transferring out but did agree that it was the best thing to do due to my short life span and this way it ensured my husband then had financial security

My financial adviser referred me to Pension Works for advice pertaining to transferring out of my DB pension after other companies let me down. The abridge advice was completely free and as it came out as unclear I opted to go for full advice. Alastair Milner kept in touch with me at all times and there was absolutely no pressure whatsoever from Pension Works all the decisions were left up to me as when I felt ready. He talked me through the whole process and when the ultimate advice was to transfer set everything in motion. I am currently just receiving scheme to acknowledge receipt of the transfer. The mantle was passed over to Angela Phillips who was equally helpful and always happy to answer any questions. To date everything has proceeded smoothly and eventually my own IFA will take over but I would not hesitate to choose Pension Works and they have been nothing but professional and always contactable by either telephone or email. Well done and thank you.

The experience was very straight forward, everybody was very helpful. I liked the way my interests were their main concern, making sure my future was as secure as it could be when investing your money. Thanks to everyone concerned.

I didn't have high expectations of speed of service yet it was efficient and timely, the trustees will probably take longer. Andrew Murphy was friendly and informative and I realize the importance of ensuring each individual client gets the correct advice for their financial circumstances which may not always be the advice the client wants to hear. My overall experience with Pension Works has been a positive one coupled with detailed financial analysis and reports.

The process from start to finish is far too slow and there is no sense of urgency either obtaining information or processing appointments. Delays will inevitably result in additional charges from the pension trustees. I'm actually seriously considering looking for an alternative company to deal with or just leave my pension where it is.

Excellent advice and complete piece of mind after speaking to them

Alastair Milner provided a very professional service from start to finish. Extremely knowledgeable, undertook a detailed fact find and fully understood what I was trying to achieve. Provide sound, clear and concise advice. Clearly a people person who puts customer service top of his agenda. I would highly recommend Pension Works and Alastair. Many thanks - Colin M

Pension works were professional from start to finish.
I was given outstanding advice, reflecting my personal circumstances, and the process was always explained clearly.
Thanks to James and the rest of the team for all your help.

Excellent support from Andrew Murphy + team through a complex process. Clear concise information, always responsive in a timely manner and gave accurate timelines for each part of the process that were honoured. Would highly recommend.

I found Pension Works to be extremely professional and I cant speak highly enough of Paul Chester who gave me lots of advice and answered my many questions. Paul always returned my calls and responded to emails in a very prompt manner and made the whole process run smoothly.

I am extremely impressed by Pension Works and found both my adviser and the admin staff I dealt with professional and helpful. My adviser Alastair was easy to talk to, professional and explained the process very clearly. I was always contacted when they said they would and they responded to any queries quickly and kept me informed throughout. the process. Deborah (Northern Ireland)

My adviser Andrew Murphy has been extremely helpful, knowledgeable and professional throughout.
All of my options were fully explained and all of my concerns and personal circumstances have been taken into account.
In addition the admin team have been very efficient.
I would thoroughly recommend Pension Works and, in particular Andrew, to anyone needing pension transfer advice.