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 very recently changed bank account using the bank account switch procedure. The old bank account was the one linked to my Vanguard account.
I thought swapping the account details to my new account would be easy. And indeed with AJ Bell, Charles Stanley and Hargreaves Lansdown it was easy.
But not Vanguard - they wanted proof of the new account details by uploading a statement. But as the account was new I couldn't provide one for a good month.
I couldn't return to my old details so essentially I was completely cut off from all my funds and money in my Vanguard ISA.
Thankfully I don't need the money right now.
Given I couldn't prove my bank account my only option was to transfer out of Vanguard to an easier to manage ISA with AJ Bell.

Reply from Vanguard Asset Management Ltd
Had a meeting with Kamran Afzal last week to discuss accessing pension - first class service from Kamran with full depth of knowledge to answer any questions I had.
Many thanks

Reply from Vanguard Asset Management Ltd
Great meeting to explain how I can withdraw money from my pension

Reply from Vanguard Asset Management Ltd
Tolu was patient and great help to me as I had no knowledge on investing and navigating through the website.

Reply from Vanguard Asset Management Ltd
I've been very happy with the returns I've made, and when I've had some technical questions recently and needed to contact support (Edward in this case), I got the answers I needed very quickly.

Reply from Vanguard Asset Management Ltd
I always find dealing with Vanguard Customer Services a pleasure. For a start you can ask complex questions. Then you actually get a structured answer usually within hours. Thirdly you have the same person dealing with your query (thumbs up Ahmed).
I find bots can only cope with basic stuff! And AI I'd rather not trust until they are more regulated.
So thank you Vanguard.

Reply from Vanguard Asset Management Ltd
Michael provided comprehensive and detailed explanations on the process and implicaitons of the action I was taking.
Each page of the website was covered at an easy to follow pace.

Reply from Vanguard Asset Management Ltd
While going through the process of withdrawing some TFLS from my pension, I used the customer service "chat" option and spoke with Jade who was excellent, knowledgable and reassuring, and she answered my questions.
Overall, I'm extremely happy to have my pension invested with Vanguard: the customer service folks are superb, the website easy-to-use and I'm very happy with the investment performance.

Reply from Vanguard Asset Management Ltd
Clear Advise and Guidance which covered all options open to me. Each option was explained with care and appropriate detail. This made the whole process less stressful and understandable.

Reply from Vanguard Asset Management Ltd
I had problems logging in due to a duplicated account. Amina managed to sort the problem and get my account back up and running.

Reply from Vanguard Asset Management Ltd
Such a pleasant change to deal with a company and its staff who strive to give a client the advice needed, rather than seeking to maximise commission. I am not the brightest and was treated with respect when I posed questions demonstrating my lack of knowledge and understanding. The advice Michael gave me was detailed and presented in a way I could understand. Thank goodness for Vanguard!

Reply from Vanguard Asset Management Ltd
Good help. Cameron gave clear and straightforward advice about how to achieve what we wanted.

Reply from Vanguard Asset Management Ltd
I had a few questions with regard person investments, my contact was Mitul who was extremely helpful and each and every question and any follow up was answered in a prompt and concise manner.

Reply from Vanguard Asset Management Ltd
I moved to Vanguard from my previous pension holder due to the poor returns and communications I received.
I (like you) read the reviews for Vanguard and was impressed, but are they as good as their reviews? In my opinion, yes. Communication has been excellent, both clear and plain at every step. When I've talked to a person, they have been helpful and, when they called, it was at the time arranged.
Best place for my pension? Who knows, i dont have a crystal ball! Am I happy with Vanguard so far? Yes.

Reply from Vanguard Asset Management Ltd
I have had such an amazing conversation with Amina,she was so patient&very helpful talking me step by step through the process.All I can say is thank you I wish more companies had phone services like Vanguard Asset Management you are brilliant.

Reply from Vanguard Asset Management Ltd
First interaction and it went absolutely smoothly! Tolu was amazingly patient and guided me right step-by-step on what I needed to do to get what I wanted! Thanks again Tolu!

Reply from Vanguard Asset Management Ltd
I would like to thank Amina, who over several days worked on some access issues my wife and I were having with our accounts. it was great to be in contact with someone who so calmly wanted to solve the problem rather than pass it along the system. Outstanding customer service

Reply from Vanguard Asset Management Ltd
Vanguard make it very easy, but also secure, to withdraw funds from one's pension. Robert B took me through all the documentation and made everything very clear, answering all my questions and clarifying any differences that came up.
He asked very pertinent questions and made sure that I understood each part of the process.

Reply from Vanguard Asset Management Ltd
Oliver contacted me very punctually at the arranged time for my prearranged telephone meeting to discuss starting my retirement.
He was polite, clear & concise and answered all my questions. Gave me guidance on how to navigate the website.
He made it an easy and enjoyable process.

Reply from Vanguard Asset Management Ltd
Really helpful advice from Robert B from the Personal Investor Services team today. Clear, no nonsense responses to my pension-related questions.

Reply from Vanguard Asset Management Ltd
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