The Pension Planner Reviews 

Having chosen Pension Planner for my financial advice I found Sanjoy Sen both helpful and patient in explaining my needs. Without any pressure sales I found this both refreshing and reassuring , helped also by his assistant Beth Walton.

Excellent advice and service received. All aspects regarding my pensions were covered and explained. No pressure, only good sound advice

Very professional and informative , nothing is too much trouble, we are very pleased we chose this company to look after our finances ..

I can't reccomend The Pension Planner enough.
They were very helpful and answered any amount of questions I had.
They took time to explain everything to me. They worked around when I was available to talk and gave me time to look at everything they had researched and what they thought would be the best options for me.
They were very professional, keeping me up to date at each stage of the process.
The service was faultless and I completely trusted their knowledge and experience to help me choose the option best for me.

I have been with The Pension Planner for a couple of years now, and have been very satisfied, from the first meeting with Marvin to the present day, and they have a very good Client Web-Site from checking the performance of your pension to receiving documents and updates.

A client for over three years now, I have been totally satisfied with the professional advice and high level of service received.
Although the value of my fund suffered from the initial uncertainty surrounding the pandemic crisis I am delighted to say it has recovered ground and has returned to previous levels.
My financial adviser at the Pension Planner (Nick Pratt) was on hand to offer reassurance and sound advice which was most welcome.

Excellent response and analysis, able to relate to your circumstances, weekly feedback even after they referred me to specialist were still happy to advise me. Highly recommend!

Having had several financial and pension advisors in the past and been charged large fees without any real value. I can honestly say Pension Planner stand out over and above anyone else I have spoken to in the past. Shane Kao came to visit my wife and me at our home. He was able to offer advice on both pension and financial investments without any immediate obligation. He was extremely helpful, honest and friendly. More importantly happy to spend time to explain our options and ensured we fully understood the risk and benefits. It was several months before we finally decided to act on Shane’s advice, not once did he push us to make changes until we were comfortable to do so. We will be using the Pension Planner team in the future to ensure we have ongoing and updated advice.
So thank you Shane and to Beth who works closely with Shane. She has ensured that we were kept informed on progress throughout the process, guided us through the documentation we needed to approve and fed back valuable updates from the external pension investment companies. So, in other words provided a great deal of communication and support!

Shane reviewed my savings and pensions and gave sound advice even if it didn’t financially benefit The Pension Planner. Shane has years of experience and lots of patience. Beth was efficient in letting me know what was going on with my review every step of the way. I would highly recommend The Pension Planner.

I have recently used pension planner for a review of my pensions through Andrew Hursthouse(Sheffield).
Lots of important information given to me by Andrew over our 2 meetings.
Very professional & would recommend along with coming back to them when I am ready.

hi my name is Anthony, i first contacted a website called unbiased as there is so many financial advisers out there,some good and some not so, but how would you know. so within 2 days Steve Hodder from the Pension Planner called me . After a lengthy discussion with Steve i decided to go with them as all relevent questions i wanted answering was done including costs (hence which many dont tell you). i was referred to Nicolas Pratt to see me through the process. to cut a long story short ,i was given advice by True potential and the pension has been transferred at the end of June no problems, Nick always keeps you in the picture whats going on any any relevent information required. If you want to transfer your pension give the Pension Planner a ring ,they are truly a professional company which you can trust every step of the way.

I contacted Shane and his team as I have a number of pensions from previous employment and wanted to understand what action if any I should take with these.

Shane and his team offered a friendly service and helped me collate information about my collection of pensions and then ran through potential recommendations.

Shane offered free advice with the recommendation of not taking any additional actions as there would not be a significant financial benefit for me to do so.

Great to get this service and be provided with the reassurance that I am doing the right thing.

Needed help with my pension change at work, the advisor gave me an honest answer and was able to guide me in making the best choice given my situation.
Would recommend to friends and family.

Excellent advise, as had issue with another pension company. Staff were constantly chasing the company for my details and keeping me informed of the progress. Advise given was in a clear and simple form, for me to make the correct choice.Thankyou
Would highly recommend
Thanks Shane, Elle and Beth

I recently required a pension review. I used The Pension Planner. The service was excellent as was the communication during the process. The fees were competitive. I did not have to use a financial advisor but I am glad I used TPP who helped to maximise the potential of my pension options having recently retired. Special thanks to Shane, Elle & Beth at Sheffield branch.

On approaching retirement I needed help sorting out my company pension. I looked around and found The Pension Planner, where I was introduced to advisor Shane Kao.
Shane was excellent from the start and gave me all the help and guidance I needed. He was professional, helpful and friendly, and after discussions, pointed me in the right direction and showed me all the relevant information that I needed; which made it easier for myself to come to a decision with my pension.
So if you are looking for advice and guidance with your pension, I would recommend The Pension Planner and advisor Shane Kao to anyone because I received excellent service and advice all round.
Thank you Shane.

I have been in the very capable hands of Nick and his team now for around 5 years at Pension Planner, and am always pleased with the level of service and customer support each time. Regular feedback on markets and performance is important to me, knowing that someone is taking care of that for me in the background is also important. Having on line access to my pension at any time to monitor is also a great feature that I really like.
10/10 keep up the great work.

I am very pleased to recommend the Pension Planner. In particular I’d like to give a shout out for Shane Koa. Shane pulled out all the stops to give us a very considered financial opinion on the best pension options available for us. This was done extremely quickly and very close to the deadline for the financial year end cut off. All worked extremely well and we were able to make a deposit into a pension plan very quickly. Shane’s calm, professional manner will definitely make us return to The Pension Planner for any further financial advice we require. Thank you also to Steve Hodder who worked tirelessly in the background to assist with the process.

From my first contact with Shane Kao one got the impression of a professional, knowledgable person, ready to pass on all relevant information that will assist in making decisions without any pressure of any kind. He gave varied alternatives and options making it easier to make an informed decision. Beth and Holly in the Pension Planner office are also very helpful and informative.

A refreshingly transparent and jargon-free experience. The Pension Planner made the complex process of opening a private pension breezy and worry free. Needless to say - yes, I'd very much recommend.