My Pension Expert reviews

My Pension Expert reviews

Excellent
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About

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Review by confirmed purchaser

Honest advice

Shane Kao provided me with straight forward honest advice which was clearly given in my best interesto
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Dont get railroaded get Shane.

I found Shane to be very helpful and infomative in helping me sort out my queeries I had regarding my pension savings. Options and ideas were clearly explained to me in terms I was able to understand. Emails, telephone calls and letters all happened when he said they would , excellent customer contact.
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Review by confirmed purchaser

Customer satisfaction very important

The My Pension Expert reps worked well with me at all times to keep me informed about what was going on and any choices I had were fully explained before I made decisions. I was impressed by the knowledge of staff re how fluctuations in the market, medical aspects, world events and other factors could affect pay-outs and had confidence that I was being informed correctly. There was no pressure to proceed and I was contacted promptly when the budget changes affected possible pension choices. I was given further information even though my policy was about to go through, so that they could check I was still happy to proceed in the light of new possibilities. I would fully recommend this company as they guided me through annuity set up and allowed me to make infromed choices. It was a very painless procedure!
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Review by confirmed purchaser

First class service from start to finish

I cannot thank Diane Wilson enough for her knowledge, support and patience in helping me choose the best place for my pension annuity. I never felt pressured to make a decision and she answered all my questions in plain English. I was able to make an informed choice and once made Irene Haig kept me informed throughout the setting up process. The whole process was completed well within the time frame I was advised. I feel confident I have the best deal and would not hesitate to recommend MyPensionExpert to friends and family.
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Review by confirmed purchaser

GREAT SERVICE HIGHLY RECOMMENDED

I COULD NOT FAULT THE COMPANY AT ALL.GREAT SERVICE AND QUICK RESPONSE TO ANY QUESTIONS I HAVE ALREADY RECOMMENDED TO MY SISTER IN LAW .REALLY SMOOTH PROCESS AND TOOK THE WORRY OUT OF WHAT
T IS A MASSIVE DECISION IN LIFE
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Review by confirmed purchaser

First Class Service and Advice

This was a very pleasent experience Matthew Foster made the whole process very clear and was completely professional throughout. At the same time he managed to inject a bit of fum and good humour into the process. Hugh Hill provided sound financial advise on my chosen pension option and Leah Carr adminstered the whole transaction to perfection.
Could not have been happier with My Pension Expert's handling of my pension transfer and would recommend them to any of my friends or family.
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Review by confirmed purchaser

Difficult made easy

Hassle free service from start to finish. Given three options all delivering better income than I could find on the market. A weekly update on progress. What more could you ask for.
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Review by confirmed purchaser

Dave Richards was very Helpful If I asked any questions he answered and explained everything in detail to me.

The advice I got was first class I did make some enquires myself to check and a financial adviser friend said that his company was the one to go with and I would forward his details to friends if the needed them.

Regards Ross Baxter
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Review by confirmed purchaser

Friendly and informative

They found me the best annuity, quite a lot more than other providers of the same service.
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Review by confirmed purchaser

my pension expert is very good, thanks

I would use my pension expert again, it was quick and they found the best deal.
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Review by confirmed purchaser

Very easy and satisfactory experience.

From my initial contact until completion I was in contact with friendly knowledgeable people who made the whole experience very positive.
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Review by confirmed purchaser

Simply Brilliant!

I first contacted mypensionexpert.com in late December and spoke to Shane Kao. I had just finished 4years of IT contracting and had built up pension pots in 2 companies with a total value of around £100K. My starting assumption was that I would need to purchase a standard annuity. During a 20 minute call (thereabouts) with Shane, he asked a number of key questions and quickly established and advised that there were a number of options open to me because I was also in receipt of a final salary pension from a previous employer. Each of the options were clearly explained in plain language and supported by emails providing clear definitions and examples. I was also able to use the information to do further research via Google thus building up a sound understanding of the annuity market place. Following further calls with Shane it quickly became apparent which was the most appropriate option for me. Shane and his team perfumed a brilliant job in setting up my new pension plan and even contacting my existing providers. What I liked is that timings were just as Shane stated... no delays, no surprises and my cash lump sum was transferred just as forecast, in time to purchase my VW T2 camper van.
So, many thanks to Shane and his team for providing a great customer experience!
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Review by confirmed purchaser

Needed to do most of the follow up myself and it still took almost 2 months to complete the transaction.

Following a helpful initial phone interview , the level of information and support dried up completely once the application form had been completed , caused partly by problems of staff continuity, delaying the smooth transfer of the pension . Having been given a timescale of 2 weeks when the application form was submitted , the whole process took 6 weeks to complete having had all the required signed documents from the outset.
Had I been able to deal with Just Retirement directly ( they only deal with Financial Intermediaries) , the process timescale could have been shortened
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Review by confirmed purchaser

First Class advice from a First Class company

Nothing but praise for the way all staff at My Pension Expert conducted their business.
Communication was excellent and perseverance with third parties that may have been less than co-operative was impressive.
Highly recommended to someone who may be looking to arrange a pension and is seeking fair and impartial advice.
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Review by confirmed purchaser

Best Ever

I was finding it difficult to decide what I wanted to do about the choices I had with my pension fund now I'm sixty but after speaking to Matthew Foster at My Pension Expert who gave time to explain a number of options in detail that I could take I have been able to make my final decision with peace of mind.
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Review by confirmed purchaser

Excellent Service.

I have recently had occasion to purchase a pension annuity. Not knowing the first thing about pensions I happened upon My Pension Expert whilst doing some research on the internet. Thank goodness I did. From my first telephone call to completion of my purchase I experienced nothing but professional and helpful advice. My adviser was Dave Richards and he explained everything to me in plain English so that I felt that I really understood what I was doing and was able to make an informed decision. Leah Carr was also endlessly patient with the day to day administration work, and always kept me up to date with progress either by email or phone. I would recommend this company to anybody without any hesitation. Thanks to all concerned.
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Review by confirmed purchaser

A friendly, helpful and knowledgeable service which was delivered quickly and without hassle.

My Pension Expert were very helpful and gave us all the information we required to make our choice of pension option. The information was delivered quickly and in an easy to understand, friendly manner, and we did not feel under any pressure to make one choice or another. Once a decision had been made, they dealt with the paperwork for us and kept us fully informed at all stages. We would recommend their services to anyone. Thank you especially to Dave Richards.
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Review by confirmed purchaser

Very friendly and efficient

For me a very painless way of sorting out my pension, somebody else does all the research and you just have to make the decision after all the options have been presented and explained to you.
A very big thank you to Shane
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Review by confirmed purchaser

Patient, diligent and tenacious in consilidating my pension pots.

I started with a hotchpotch of pension pots with an number of companies I have worked for over 50 years and ended up a very nice annual income 100% of which will pass to my wife should she outlive me. I'm very pleased.
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Review by confirmed purchaser

Excellent service. Highly recommended

“My Pension Expert” processed my Draw Down pension application professionally and with no hassle. They answered all my queries prompt with full appropriate details without using jargons. They have been very informative which greatly assisted me choosing the appropriate scheme that matches perfectly my personal circumstances. I highly recommend them.

mypensionexpert.co.uk Details

The most possible pension income

Our promise to you is to find the most possible pension income for your circumstances. Along with this, we promise to provide you with a friendly, helpful and efficient service throughout.

We specialise only in options at retirement

We are not a lead generation website that will sell your data to third parties. We are a company of Diploma qualified Independent Financial Advisers and we process £millions of annuities every month. Don't retire without us.

Visit My Pension Expert

Contact information

Call us on: 01302 453009
We live here: 1 Hayfield Business Park
DN9 3FL Doncaster
United Kingdom

Category

My Pension Expert is ranked 2 out of 9 in the category

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