Pension Works Reviews 378

Pensionworks are very efficient and kept me informed every step of the way in language I understood. I can't thank Alistair Miller enough for all of his patience and effort in dealing with my pensions and listening to what I wanted but still making sure everything was in my best interests and that what I wanted worked for me I really appreciate the time and effort that he put in, it was quick a.d seamless, thank you

Pension Works were recommended to me by my financial advisor and were very helpful and informative throughout about the transfer of my pension. Dylan Davies was very professional and courteous and gave excellent advice in a clear manner that was easy to understand. I was kept updated throughout the whole process.

Recommended by my independent financial advisor Pension Works did not disappoint. I was seeking expert advice on the wisdom (and my suitability) to transfer funds from a deferred defined benefit pension to a money purchase SIPP. From our first telephone conversation PW gained my confidence with their extensive knowledge of the pension sector and thoroughness of their approach. Every stage of the process was completed on a timely basis with thorough explanations and patiently answered questions. Funds have now transferred and sit in three separate investment funds within a SIPP wrapper which perfectly fits my investment risk profile. Value for money in relation to ongoing fees (SIPP wrapper and fund managers) was a key consideration which was clearly demonstrated by PW within their final recommendations. Special thanks to Alastair Milner who advised me throughout and to the excellent administration team. Nothing could have been done better.

Pension Works were recommended by a financial advisor. Paul Chester was very helpful and understanding of our position, supporting us through the complicated lengthy process. I am pleased to say the transfer was approved and would not hesitate to recommend Pension Works and particularly Paul for his patience with our endless questions.

I obtained a CETV for my DB pension. The numbers seemed impressive and I asked Pension Works to help me.
My personal point of contact was Paul Chester, all contact with him was pleasant and productive. The quality and clarity of his lengthy report was more than I expected at the initial stage.
I was advised that I should not transfer. Pension Works had the incentive of a five figure fee to push this transfer through but they didn't take it. After all their excellent work they charged me nothing.
In summary, if you are looking for a trustworthy, professional company to explore your pension options - look no further.

I was put in touch with pension works by my financial advisor about transferring my defined benefit pension I was in the capable hands of Paul Chester who gave me very professional advice which was always backed up with written reports. All telephone appointments were on time and very friendly I would certainly recommend

My experience of PensionWorks is all positive. They were extremely helpful and understanding of my situation. Dylan explained things clearly and fully, and Sarah and Emma were very patient with me. I cannot recommend PensionWorks highly enough, thank you very much for your help......

I was put in touch with Pension Works after not having much success in moving my Defined Benefit Pension, which I considered was a relatively small pot and would not greatly make a difference if left as it was.
I was given a telephone appointment with Alastair Milner and I was very impressed with how professional he was in talking through the step by step process together with the Pro's and Con's in arranging a transfer. He explained things very well and was always at the end of the phone if I was unsure about anything.
Alastair took on board my reasons for wanting to move my DB pension which were mainly health issues and was very sympathetic as to why I was requsting the transfer.
Pension works offer a great service and explain everything in great detail and the Admin team also did a fantastic job of keeping me informed about appointments and letters that I needed to sign and return.
I would definately recommend Pension Works, Alastair and his team.
Great service. Thank you

My experiences with PensionWorks have been very positive. Very professional service with skilled people taking you through the process and explaining every step. Communications very good and timely as well which enabled everything to flow seamlessly.

I was put in touch with pension Works after searching for some time unsuccessfully for a firm to process a small final salary transfer. Pension Works, Andrew Murphy in particular, were absolutely professional in their endeavours to complete my transfer which was completed successfully. The admin staff working alongside Andrew were great and the supporting documentation I received was excellent. Overall the service I received relative to the amount being processed exceeded my expectations and I anticipate Pension Works will be one of my first ports of call with any further pension requirements in future. Thank You.

Very professional and friendly throughout. Terry discussed my options in a very clear and open way allowing me to draw my own conclusions in the direction I wish to proceed.

could not be happier with pension works.Terry explained everything in plain simple english.I was going to transfer two DB pensions but he explained that with my attitude to risk was sceptical the best thing to do was to wait and review in a few years time. They could have easily taken my money but instead advised me very well to stay put . Thankyou pension works and Terry

Professional service start to finish - the process with the employer was quite complicated with a few issues along the way but Mark and Angela at Pension works were straight onto the problems sorting them on our behalf very impressed with the service throughout

The service was good, with excellent information and advice. The process of Pension Works liaising with and getting information from my other pension provider took longer than I expected, but we met the necessary deadlines.

I have received excellent financial advise. Time taken to fully take me through complex aspects of pension investments ensuring I am fully aware of how portfolios and investments function including the potential risks. An extremely professional company providing a first class financial service

Professional service from beginning to end. Received clear verbal advice, always backed up with written reports. All telephone appointments were on time and very friendly. Advice was considered and straight forward, decisions were evidence based. Would certainly recommend.

This company go above and beyond what’s service should be. They are very responsive and helpful with questions. I could not recommend more highly. They have kept me up to date with the pension every step of the way and I can’t thank them all enough.

From the very beginning Pension Works have been efficient, informative and very approachable with any question I might have had. Their response times were always very fast and I never felt like I was not being looked after by the company especially, Alastair Milner, who was my main contact who always offered good sound advice on my investment.

Good clear advice from start to finish nothing was the bother …always respond to emails and messages left asap

Very helpful discussion with Terry Mullender. Thank you for your professionalism and honesty in helping me revise a decision on my pension.