Pension Access Reviews

Name: Pension Access
Address: Affinity House, Beaufort Court,, Sir Thomas Longley Road, Rochester, Kent
Rating: 4.78

4.8 Rating 568 Reviews

98 %

of reviewers recommend Pension Access

Company Reviews

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About Pension Access:

Pension Access is a pension advice specialist and will help clients make the right decision about their pension.

Phone:

0800 009 3388

Email:

adviseme@harbourrockcapital.co.uk

Location:

Affinity House, Beaufort Court,,
Sir Thomas Longley Road,
Rochester
Kent
ME2 4FD

Anonymous

Anonymous // 01/01/2019

Filter: Rated 4 None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“I was satisfied with the way you handled my case and kept me in touch either by mail or phone throughout the procedure”

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Posted 6 years ago

Hi Malcolm, thanks for your nice review. I'm glad to hear you were happy with our service.

Posted 6 years ago

“Portafina failed to send me a Direct Debit Form when requested. This resulted in a delay in starting to make contributions to my pension. When the form did eventually arrive after a second request, it had a different reference number. I have completed the form and asked for clarification about the two reference numbers. On a positive I found the staff to be helpful, well informed & very professional in dealing with me.”

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Posted 6 years ago

Hi Paul, I'm sorry to hear about the delay you have experienced. It is of great concern to us if any of our customers are unhappy with any aspect of our service. I have contacted our customer service team to get an update on your case and they have confirmed they will be in touch as a priority. Thank you.

Posted 6 years ago

“Quick and efficient service”

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Posted 7 years ago

Hi Noel, thank you for your nice review. I'm pleased you were happy with our service.

Posted 6 years ago

“They were very good and knowledgeable. Very expensive fees.”

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Posted 7 years ago

Hi Gary, thank you for your nice review. I'm happy you were satisfied with our service.

Posted 6 years ago

“I found Portafina to be very efficient friendly and courteous throughout the process of my pension review, my only complaint is that maybe they could have informed me that I needed to have stopped being a contributing member of my current pension fund as this caused quite a delay in the payment of my current pension, Portafina are managing my drawdown as yet I am unable to comment on the efficiency of that as of yet it’s going down !”

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Posted 7 years ago

Hi David, thank you ever so much for your review. It's good to hear you were happy with our service, although I am sorry about the delay you experienced. I’ll ask a colleague to contact you about the final part of your message, just to reassure you about how your new pension is invested. Best wishes, the Portafina team.

Posted 7 years ago

“The portafina staff were professional & reassuring . But I felt they were slightly powerless ( through no fault of their own ) when dealing with my former pension provider ie in being able to give transfer timescales . I felt there was more progress made when I pushed the provider for timescales . All in all a good service & I'm happy that I have received my pension now .”

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Posted 7 years ago

Hi, thank you for your kind review and we’re really pleased to hear that you were happy with the service you received. When reviewing a pension, the one thing we cannot control is how long it takes a current provider to send all the information necessary to make a proper analysis. Some are very good while others are glacial, which is immensely frustrating! Thank you for your patience. And thanks again for your review.

Posted 7 years ago

“I must say the staff I've dealt with over the last few months have been very polite and professional, nothing has been to much trouble, got to admit I was slightly nervous about my pension review at the start with Portafina, but as I got to know the company my nerves eased and my confidence grew, would of given them 5 stars if their prices had been a bit more competitive, I suppose as the saying goes you get what you pay for in life . Thank you Portafina”

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Posted 7 years ago

Hi Alan, thank you for your nice review. I'm glad to here you were happy with the service received.

Posted 7 years ago

“Would like to thank you for taking it on and explaining every thing about it”

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Posted 7 years ago

Hi Eddie, thank you so much for your review. I'm pleased you were happy with our service.

Posted 7 years ago

“Good service but it took years not months like I thought”

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Posted 7 years ago

Hi Paul. Thank you ever so much for your review and we’re really pleased to hear that you were happy with the service you received. We are sorry the whole process took so long. When reviewing a pension, the one thing we cannot control is how long it takes a current provider to send all the information necessary to make a proper analysis. Some are very good while others are glacial, which is immensely frustrating! Thank you for your patience. And thanks again for your review.

Posted 7 years ago

“Very thorough service.”

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Posted 9 years ago

“Although every effort was made to explain the reason for the changes in my pension and those changes were accepted by me, I am still wondering why things were altered especially as confusing paperwork was sent by ***.”

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Posted 9 years ago

“I found PF extremely good in terms of customer service, too good, perhaps, because I found that there were too many people dealing with me. However, once I had found a unique individual to contact about my issues any complications were sorted out effectively. I found that some of the communications from both PF and Aegon contained words that I did not understand (eg 'crystallisation of SIPP'), but this was explained by my contact. Overall I was very satisfied with the service I received”

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Posted 9 years ago

“very satisfied with the service provided , was kept informed by telephone throughout the process .”

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Posted 9 years ago

“Very good”

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Posted 9 years ago

“very good”

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Posted 9 years ago

“Very good customer contact and frequent updates.”

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Posted 9 years ago

“Yes the support was really good if they told you they would phone at a set time they would do it. I didn't have to chase anything up they would do it all”

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Posted 9 years ago

“Very professionally done”

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Posted 9 years ago

“yes very satisfied and the process was very easy and every step was explained”

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Posted 10 years ago

“I was very impressed with the way you conducted things.\nMinimum fuss but very good customer care.\nmany thanks”

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Posted 10 years ago

Pension Access is rated 4.8 based on 568 reviews