I contacted Pensionlite after having had a very poor experience with a local IFA. I had assumed that dealing face to face with an IFA was going to be easier and more effective than a remote service. After six weeks the IFA had made little progress on my pension review and indicated that it was now unlikely to be completed within the current tax year.
When I spoke to Louise at Pensionlite she made it very clear that the timeframe for completing the work within the current tax year was now very tight, especially since it involved third party providers, but she would do everything she could to complete it in time. She was very reassuring while setting realistic expectations.
The entire process went very smoothly. Louise was very professional throughout. Her communications were very clear and she kept me up to date with progress at all times. The other support staff seemed very efficient also.
The final result was that we hit the tax-year deadline and I was very happy with her recommendations.
I would have no hesitation in recommending Pensionlite's service.
4 years ago
Pensionlite Ltd has a
4.8
average rating
from
194
reviews
Book your activation call by clicking the button below. Or call us now on
+1 213-325-5109 .
Book a Call
Alice, Customer Support
Start Your Free Trial
Thank you! Now Check Your Email...
A member of our team wil be in contact shortly to discuss your existing contract and the next steps to take.
We've sent you a link to verify your free account. Click the 'VERIFY ACCOUNT' button in the email to complete activation and access your REVIEWS.io dashboard.
If you have any issues then please open chat to talk to a product specialist.