The Pension Planner Reviews 

We found the service we got from Sanjay to be very helpful and he was pleasant to do business with. The set up of the product was fairly straight forward and I feel we will have good support going forward

After selling a property we had inherited we were let with a small pot of money that we wanted to put away for retirement. We quickly realised that the banks could only offer very little interest. We came across The Pension Planner online and met with Sanjoy. We found Sanjoy to be really professional and he made everything so clear and easy to understand. Within a few weeks we had invested our money in a way that we felt comfortable with and now we can just forget about it. We found Sanjoy and his team really easy to work with and great at communicating with us.

Used Pension planner to handle my early retirement process. First started the process in May 2019 and took retirement in January 2020. During the whole process Shane Kao, Beth Walton, and Holy Evan's have been on hand to supply information, answer questions and keep me updated as to where the process stood. I would recommend the Pension planner to anyone looking into this situation.

A very professional and friendly service from all the staff.
No question was too insignificant, they were more than willing to explain things, more than once if required.

Nick and the team deliver again! Great advice, prompt action and fab comms. Just perfect.
HLW

Contacted the Pension Planner because I was looking to start taking an income from a deferred company pension scheme. We had used them previously for my wife's pension arrangements, during which we received excellent service. Once again the whole team were prompt, courteous and efficient from the outset.
I dealt mainly with Andrew during the information gathering phase. I found his advice and recommendations to be refreshingly honest. He certainly put my best interests first and I would highly recommend the company to anybody requiring pension/retirement advice.

We chose the Pension Planner after consulting other financial advisors too. We felt that Nick offered advice that most suited our personal requirements. The charges were fair and upfront. We have been dealt with professionally and courteously throughout. Very happy with the service so far.

Very efficient, provided all the information I requested in a timely and professional manner. Didn't rush me or apply any pressure to make a decision.

Planning for retirement is nerve wracking, even if your arrangements aren't all that complicated. Shane, Beth and Elle offered a first rate service that answered all my queries patiently, promptly and courteously. Shane in particular took great care to talk me through all the options, while appreciating my own perspective. I was in very safe hands. Thanks, all.

So helpful and professional - really big thank you to Steve and Sanjoy

I contacted the Pension People as I had several small private pensions from a long time ago. I wanted to amalgamate the small pots into one and start contributing to this one pot. Shane, Beth and Elle were extremely helpful and efficient in helping me achieve this. Shane’s knowledge is second to none and I go forward full of confidence knowing I’ve received the very best advice for my situation. Thank you.

The service I received from Shane,Beth and Holly at The Pension Planner was excellent from their knowledge of what they were doing and keeping me informed of all aspects of the process

Marvin gave advice on the best option for my pension, even though this meant no fees for The Pension Planner. He even helped with completing the complicated forms. Many thanks for the excellent customer service.

So far a positive experience. I needed help in rationalising my pensions from several employments, including achieving a sensible projected income on my future retirement (to far away!) Shane managed this process with ease and even saved me money on the management fees.

A really excellent and efficient service. I received great advice from Shane and great support from Elle and Beth who chased and put things in place in a just in time fashion. Shane lives up to his mantra of only recommending a course of action if it was in my best interest- even if that meant gaining nothing for himself. His honesty and integrity were refreshing.

Brilliant from start to finish.Marvin Watson sorted it all out in weeks and took all the confusion off my shoulders. I will be recommending this company to my friends.
Thank you so much.
Malcolm Wall

I cannot recommend this group highly enough, they handled my pension matters for the last few years preceding my retirement. The service supplied was efficient, thorough and friendly.
I had no idea of my pension status and Andrew sorted it all out and organised my various pensions, and Beth kept me up to date at all times. Many thanks, and best wishes for the future

The advice o have received from Nick Pratt supported by Beth has always been clear and honest, it leaves me confident that I am in good hands, my previous advisors spoke mumbo jumbo leaving me with my any concerns, I am happy to recommend The Pension Planner team .

As I was approaching my pension age, and my pension plan was about to mature, I needed some advice, and someone to sort out the paperwork.
I felt a little daunted by the task, but came across Pension Planner on the web. After contacting them I was assigned Shane Kao as my adviser. My apprehension was soon laid to rest at our first meeting. Shane understood exactly what I wanted from my pension pot, and together we agreed a plan. The timings worked really well and funds were transferred and all the transactions completed in a timely manner.
The girls in the office, Beth, Elle and Hollie gave an excellent backup service. I was kept up to date by email, as each step was processed and completed.
I would highly recommend Shane as he has years of knowledge and understands your needs and helps you achieve them. He was always available on the phone if required and if I ever need further advice, he is always there to help.
Thank you to all at Pension Planner for your work.

Paul

I have been thoroughly impressed with the advice and service myself and my staff have received since engaging The Pension Planner to conduct a review of our current pension provisions and retirement planning strategies! I would not hesitate in referring my friends and family to obtain advice from Nicholas Pratt, one of the directors along with the ever present support of his administration team. Throughout the whole advice process I was kept regularly updated from Beth, Elle and Holly as to what stage my particular transfer and investments were at – a very professional and well organised firm of financial planners resulting in a desirable outcome for myself and my retirement planning. Excellent all round!

Mr J Bailey