The Pension Planner Reviews 

I am the first to admit that I was pretty clueless about my pension options but after reaching out to the pension planner I now feel much more confident and reassured about my plans for the future.
Shane Kao is extremely knowledgeable and was always available to answer any questions I had and I was kept up to date with regular emails from Chris Minter and the rest of the team.
Very happy with service I have received , highly recommended.
Andy

I reached out to The Pension Planner in the hope of finding an advisor who could provide clear and actionable advice about my slipshod pension affairs. But The Pension Planner exceeded my hopes. They helped me identify a realistic pension goal, they assessed my finances and gave me feedback that was comprehensive yet still comprehensible to a layman like me, and they have provided me with the ways and means for further investment. Without ever glossing over financial risks and uncertainties, they have managed to give me peace of mind about my retirement.

Lisa really helped me think about how I can best plan for my retirement. She's very friendly and approachable and explains things very clearly. Very glad I approached the Pension Planner!

Outstanding service from the pension planner. I found them through the government pensions advice site. It was a pleasure to work with my advisor, Amy Meegan. She was friendly and very knowledgeable handling my transfer quickly and smoothly, even when I threw a spanner in the workings. I can’t recommend them highly enough. Thanks Amy.

Excellent experience with Amy and team. Invaluable help in filling in the gaps in my knowledge about the big scary world of pensions, along with some specific advice.

At the end of the process I had the confidence needed to make the key decisions about how best to proceed. Thanks so much for your help!

Great meeting with my advisor Nic to review my recent semi retirement and my investment change. Information sent prior to the meeting was very helpful, in easy to understand detail and gave me an opportunity to think of any questions. It was positive, I felt really comfortable with the information I was given and this gave me the chance to discuss my priorities for my pension in retirement, which made me feel involved. I have been with The Pension Planner since 2018, I have felt completely comfortable and happy with their advice. Thank you.

Nic and he’s team ( recently Chris) have always been excellent in there approach, even with a nervous investor like me , I’ve been with the pension planner for almost five years now and they’ve always been at hand for advice and reassurance

Great professional help and advice from Shane and Chris would recommend their services

I had been looking for a Company to help me with a Pension Transfer and was grateful that The Pension Planner made contact. The process was handled very efficiently by Sanjoy, Chris and Holly. The documentation was straightforward and I was kept informed about the progress of the transaction. An intelligent piece of work by them meant that I had a tax benefit on an old policy.
To be recommended.
Bob L

Lisa explained everything in terms that we could understand without any pressure

Excellent experience. Shane Kao is extremely professional and informative. He explained everything in “lay person “ terms. I was given a regular updates and couldn’t recommend them enough. Thank you.

Thankyou for your excellent service special mention to Shane Kao for his patience and commitment to ensuring the best plan

From start to finish the pension planners have been fantastic. Shane Kao and Chris Minter, both dealt with in person, by phone and e mail, have kept me informed all the way through. The whole moving of my pensions investments has gone very smoothly. Has meetings with Shane who explained everything to me. Thank you

Outstanding service from The Pension Planner. I found them through the government site for pension advice and highly recommend. Lisa Ellaway the adviser is clear, making complex principles easy to understand, and easy to follow options too. I've always been baffled by pensions but she explained to me what my current pensions were doing for me, where it could make sense to combine and implications of that. She also helped me see what my circumstances could be in future at different retirement ages. She answered all my questions and I feel completely reassured. I also have to mention the assistants at the firm who sent me regular update emails - one of my pension companies was very slow in sending them my pension info. Also have to say no hard sell! Again, I strongly recommend.

The process of transferring pension from a DB scheme to DC can be longer than expected and involves people from other companies.. after a few delays, with my pension advisor leaving Lisa became my new advisor and with her efforts the process was successful and completed.

It always felt that Lisa was putting as much pressure, if not more, that I was in getting the other companies involved in getting the process resolved.

Lisa is always quick to respond to any query I have and I am settled in my retirement now thanks to the staff at The Pension Planner and especially Lisa

The process of transferring a defined benefits pension is difficult and stressful to say the least! I'm very happy I chose The Pension Planner to guide me through this. Shane Kao was always on hand to answer my questions. Even responding to me when on holiday, which was above and beyond the call of duty! Chris Minter was also great at keeping me informed, which was really re-assuring. Shane is now managing my finances going forward which means I can relax and enjoy my semi-retirement. Thank you so much both!

I have recently consolidated several small pensions with the assistance of The Pension Planner. I mainly dealt with Shane Kao by telephone. Shane has a wealth of knowledge regarding financial planning and he was able to explain the process to me in laymans terms. Chris Minter kept me updated regularly via email which I found very reassuring.
I have no hesitation in recommending The Pension Planner and look forward to a continued relationship with them.

Chris and Shane were patient, reassuring and out us at ease. They answered all our questions and delivered excellent customer service.

Having put out a general request for local financial advice regarding my pensions, The Pension Planner was the only company to show an interest so I thought I would at least give them a go.
I have to say, after taking their advice and having just completed consolidating my pensions with their help, I am more than happy to recommend The Pension Planner to family and friends.

Friendly efficient service, clear explanations at all points and very sound advise. I highly recommend the Pension Planner.