The Pension Planner レビュー 

I got in touch with The Pension Planner to help transfer my pension from my ex-employer after taking early retirement, and I’m really glad I came across them. I wasn’t sure where to start—the whole thing felt a bit overwhelming—but they made the process surprisingly smooth.
The person who handled my case was Nicholas Pratt (Nick). From the outset, Nick took the time to understand not just my financial situation, but also my personal goals. The advice I received was thoughtful, tailored, and always explained in a way that made sense—even when the topics were complex.
In our follow-up meetings, Nick laid out my options clearly and handled the paperwork with professionalism. I felt my financial goals were genuinely understood and respected. Nick and his team kept me updated throughout, and I never had to chase for answers or wonder what was going on behind the scenes.
What I appreciated most was the sense of trust and transparency. Nick was always upfront about fees, risks, and options, and I never felt pressured or rushed into decisions. Communication was clear, timely, and proactive—just honest advice and a genuine interest in helping me make the right move.
This may not matter to everyone, but I was also impressed by how flexible their communication was. They used every mode—mobile, video calls, face-to-face meetings, emails, texts, and even WhatsApp. In today’s world, that kind of accessibility really makes a difference.
The transfer went through without a hitch, and now I’ve got everything in one place with a clear plan going forward. I finally have a proper pension strategy and feel much more in control of my future.
If you’re looking for someone who knows their stuff and offers honest, intelligent, and genuinely caring financial advice, I’d definitely recommend The Pension Planner.
Thank you, Nick and team—really appreciate your continued support.

The company guided me successfully through the minefield called "pensions". They explained things very well and responded quickly to questions and queries I raised throughout the process.

We needed help with sorting-out our pensions and investments as we were approaching retirement. After researching several financial advisers listed on the government's money helper website, we contacted "The Pension Planner". We were put in touch with Nick, who has been excellent. He is professional, knowledgeable and very helpful. Nothing is too much trouble for him or his admin team, and if they say they're going to do something, they always do it in a timely fashion.
Nick gathered all our financial information and then he presented a very comprehensive and impressive report to us. All our choices were clearly explained and the advice was invaluable.
With our pensions and investments now sorted out, we can enjoy our retirement, knowing Nick will continue to support us with regular updates.
We highly recommend "The Pension Planner".

We would totally recommend Pension Planners to anyone seeking financial and lifestyle advice about retirement.
Craig helped us unpick our predicted pension incomes, discussed possible options to enhance our packages and explored possibilities moving forward, giving us clarity in what options were open to us. Throughout the process he offered independent advice which supported our own decision making. The whole experience was so easy and relaxed. Meetings were purposeful, clear, informative and friendly and communications were first class. We also know that there is always someone there to support us with any future decisions. Thank you. Great service.

Craig helped me to understand my retirement options by talking me through and helping me to navigate through all the information so I could make my decision. I was well supported and kept regularly informed during the process. Craig made the process easier and gave me peace of mind by answering any of my questions. Going forward, if there is anything I need, I know I have full support. Great service.

Shane Kao helped me decide what to do with my pensions in preparation for my retirement in 2026. All the options were clearly explained and I am happier knowing that everything is now in place. Shane and Sheryl were always on hand when I had any questions. I would recommend their services in the future.

Before my Pension Planner meetings I was very unsure about the options for my additional pension and what was right for me. Craig went through the options in a simple, jargon-free way enabling me to make an informed decision. The report that was compiled was thorough and, having made a decision, I feel that I am being well supported and I know I can get in touch with any queries.

My husband and myself had a couple of pensions each which we had absolutely no idea what to do with. After speaking to a family member and asking for their advice, we were put in touch with Nick at the Pension Planner. From our initial telephone call to our first face to face meeting, we felt one hundred percent comfortable and at ease. Nick took all our figures away with him and after a couple of weeks he returned to us with a consolidated pension for us both. Nick is so friendly and made us feel so comfortable while also being so professional and making us feel like we are in very safe hands. Everyone we have spoken to at the Pension Planner have been excellent and we wouldn't hesitate to recommend their services to anyone needing help and advice. They are, in our opinion absolutely first class.

Advice was clearly explained, timely and at no point felt like a hard sell. I had a number of worklplace pensions and was looking for advice on consolidation alongside retirement planning. Craig was thorough, patient and very helpful. I was reassured about the process and also learned a little about my tolerance to risk, which was a surprise. I feel I am in control of my retirement planning, but supported by excellent advice and regular updates. Well reccommended

Shane Kao explained the pension options available to me and was patient whilst I came to a decision. Someone with The Pension Planner team was available whenever I had a query.

I recently had the pleasure of working with The Pension Planner, and I couldn't be more satisfied with their service. Shane, in particular, was accommodating throughout the entire process. He provided clear and concise explanations that made complex pension details easy to understand, ensuring I felt confident in every decision I made.
The communication was seamless from start to finish, with prompt responses and proactive updates that kept me informed. Shane’s expertise and personable approach made the experience stress-free, as he tailored advice to fit my specific needs and financial goals.
I highly recommend The Pension Planner for anyone looking for knowledgeable and reliable pension advice. Thanks to Shane’s guidance, I now feel secure about my financial future and am grateful for his personalised attention.

I know a little about pensions and retirement planning, but I am a long way from choosing it as my specialist subject on Mastermind!
I have found the advice and guidance I have received from The Pension Planner invaluable, therefore.
Nick, my dedicated financial adviser, has always been helpful and available and ready to answer all my questions.
I first contacted The Pension Planner in May and have no regrets at deciding to become a client.

The team is easy to work with and have helped me organisation my pension to give me more confidence about my retirement.

Excellent and friendly service from Holly, who talked me through my pensions and options in a way that was easy to understand. I wouldn't hesitate to reach out again!

Great service from the Pension Planners. Shane Kao talked me through my newly retired pension plans in a way I understood all my options & could make well informed choices. All the required paperwork was promptly sent & when uncertain Shane went through completion step by step with me. Updates on progress were kept up by Sheryl Wood. This made a daunting step easier to take. Would recommend Shane Kao & the Pension Planners to my friends.

I was recommended by a work colleague to this company. I had a very good experience with them.
Received very good advice from them and and assistance throughout.
Can highly recommend them.

Nicholas Pratt and the team gave me excellent advice and made me realise I am not as risk averse as I thought I was. All options explained clearly and all services completed as explained. Highly recommended.

Excellent
Shane Kao and Chris Minter provided a thorough and professional service, guiding and supporting me through the best next steps with my AVCs to secure the optimum option for my future pension needs. They were very patient, extremely informative and quick to follow up on my questions and uncertainties. I would highly recommend their services.

Shane Kao steered me through what felt like a pension minefield after my husband's death. He explained everything patiently and clearly. I felt a genuine care for me and my family. The written report was super thorough and I trusted his recommendations. Chris Minter was an excellent back up - I felt nothing was too much trouble. It felt quite scary just choosing a financial adviser from an online list but I can reassure anyone feeling the same that you will be in safe hands with Pension Planner
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Shane Kai and Chris Minter have been brilliant at sorting my annuity for my pension for me. I am delighted and highly recommend their professional services.