I had a query regarding the transactions in my SIPP, which I raised with Vanguard via a secure message. Heena not only answered my query but because it was quite complicated she rang me to explain... See more
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WE FIRST STOOD UP FOR INVESTORS IN 1975 AND WE HAVEN’T SAT DOWN SINCE. Vanguard is a different kind of investment company.
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I just wanted to say a huge thank you to Monica who talked me through my on-line application. She was patience itself and laughed politely at all my jokes!! She made the whole process straightforward and let me work at my own pace which was so kind.

Reply from Vanguard Asset Management Ltd
Having tried and failed to achieve a bank verification request online. I phoned Vanguard and was greeted by Ethel my saviour. She guided me through the request patiently and calmly, demonstrating outstanding interpersonal skills. Never once during our fairly lengthy conversation did she make me feel anxious. We achieved the aim together and I am very grateful.

Reply from Vanguard Asset Management Ltd
I know I can invest with lower fees. However, for me, the ability to talk to someone on the phone is invaluable. I had a long call with a member of staff who talked me through drawdown. I have been with Vanguard four years now and have transferred in a number of small pensions. Communication has been excellent and I am really happy with the service.

Reply from Vanguard Asset Management Ltd
Shame, as I was genuinely excited about investing with Vanguard. I’ve experienced inconsistent and confusing handling of two identical pension transfers. One transfer was cancelled without clear warning, yet I continued receiving reminders (including today, with no timescales) even after raising a formal complaint. Communication has been contradictory, my messages correcting errors were ignored, and my complaint was conditioned on me confirming whether a transfer was going ahead — even though Vanguard had already cancelled it themselves.
This does not align with FCA expectations around clear, fair and not misleading communication or proper complaint handling under DISP. I have emailed my complaint twice because I did not trust the secure messaging system to have raised it correctly, and I still have not received any acknowledgement that my emailed complaint has been received.
The experience has caused loss of trust, upset, and I am completely exasperated and shocked that a company would act so poorly — all for a simple query. I have stopped contributions to my pension, ISA, and two children’s ISAs as a result.
I had a pension illustration meeting with Matt today and came away genuinely impressed.
He was professional, knowledgeable and, most importantly, never pushy. He took the time to answer every question I had, explained the options clearly, and made sure I understood the process without ever talking down to me. As someone who had done a lot of my own research beforehand, I appreciated that he engaged with my questions rather than reading from a script.
The meeting was relaxed, informative and gave me confidence that I understood the next steps. Excellent customer service and a really positive experience. Thank you, Matt!

Reply from Vanguard Asset Management Ltd
I have been using Vanguard more than 10 years now. I cannot rate highly enough of the platform and the low cost funds available.
Their customer service is exceptional. You will always be served by top notch professional staffs. I was particularly impressed with vanguard agent named Mitul for his knowledge, efficiency and commitment.

Reply from Vanguard Asset Management Ltd
I spoke with Heena who was very helpful and double checked the information she gave me so made sure she was not telling me any misleading details. She followed up with a very thorough email outlining our conversation which was helpful. I would recommend Vanguard on the strength of my experience so far.

Reply from Vanguard Asset Management Ltd
My wife and I rang in order to try and understand further how to choose where to invest our funds across the Vanguard portfolio. We were quite clear that we could not receive any financial advice but we just wanted to understand more about how it all worked. For example, the different risks from 1-7 and how to practically move the money around online. This became a very complex and lengthy conversation. Elliot navigated us through the things we should be thinking about and how to effect our choices. He was extremely patient and not patronising in any way. This was important as we have very little financial knowledge as to how the markets work and not much technical confidence. Elliot was absolutely outstanding and we now feel empowered to make our choices in terms of our investment portfolio for our retirement. Thank you Elliot - you are a superstar!

Reply from Vanguard Asset Management Ltd
Michael from the Manchester office was polite, engaging and informative as he helped me through my pension journey. The website process was easy to follow and my overall experience with Vanguard continues to be a positive one.

Reply from Vanguard Asset Management Ltd
Robert was personable, knowledgeable and very patient. He got to grips very quickly with my level of understanding and tailored his delivery of the information I needed very well.

Reply from Vanguard Asset Management Ltd
Ahmed was very professional and helpful in guiding me to conclude a sale order and transfer funds to my ISA. He also advised me on my profile account fee settings. Thank you Ahmed.

Reply from Vanguard Asset Management Ltd
Anisa was great! I was trying to transfer my ISA and had to speak to Anisa twice! Very polite, patient and helpful.
Thank you

Reply from Vanguard Asset Management Ltd
I had a really positive experience speaking with Giorgio about my pension withdrawal and drawdown options.
He explained everything very clearly and comprehensively, was extremely patient with all of my questions, and took the time to guide me through the Vanguard website and the relevant forms so I understood exactly what I needed to do.
He was clearly very knowledgeable and informative, but just as importantly, he made what could have been quite a technical and daunting process feel straightforward. His friendly manner and sense of humour made the whole conversation easy and enjoyable.
I came away feeling much more confident about the process and very well supported.
Absolutely excellent service from Giorgio and a real credit to Vanguard.

Reply from Vanguard Asset Management Ltd
Great to speak to the advisor Kamran. Explained my options ensuring I fully understood. Very thorough using easily understood language and actioned my decision promptly
Excellent customer service

Reply from Vanguard Asset Management Ltd
Excellent customer service from Luke, who kindly sorted documents that were needed urgently.
Would happily reccomend Vanguard to friends and family!

Reply from Vanguard Asset Management Ltd
Patient, clear and positive. I had a first pension specialist call with Vanguard's Robert B today re pension drawdown options. He was patient, clear and positive; a real pleasure to talk to. He quickly understood my needs, ran through the practicalities of the online portal, and, after the call, started the relevant processes promptly.
Recommended.

Reply from Vanguard Asset Management Ltd
Giorgio from Personal Investor Services is an invaluable asset for Vanguard. He guided us with the drawdown our tax free lump sum very knowledgeably and efficiently.
Thank you Giorgio.

Reply from Vanguard Asset Management Ltd
I had a query regarding the transactions in my SIPP, which I raised with Vanguard via a secure message.
Heena not only answered my query but because it was quite complicated she rang me to explain.
She had taken the time to fully understand my query, explained it clearly, answered a few other questions that came up and then also sent me a written response.
She was an example of the absolute best practice in customer service. She was knowledgeable and had excellent comms skills.
The customer service is why I stay with Vanguard

Reply from Vanguard Asset Management Ltd
My experience with the Vanguard web site and contact made by phone have been very positive. My phone call with Giorgio was wonderful, he was very well spoken and took a lot of time to walk me through the process of filling in forms, etc. and to explain various bits and pieces.
Highly recommended.

Reply from Vanguard Asset Management Ltd
Full marks to Vanguard.
I had to spend a bit of time trying to work out why a payment I was trying to make into my pension wouldn't go through and Vanguard helpdesk nor the sending bank could tell me why - The helpdesk call automatically got routed through Vanguards complaints procedure because it was unresolved, and a couple of days later I automagically got an email explaining why the payment failed along with some unasked for compensation.

Reply from Vanguard Asset Management Ltd
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