“I wanted advice on transferring out my defined benefit (DB) pension. The advice I received from Pensionlite was excellent. I now have a much clearer understanding of my options for my future pension plans and feel confident that I am making the right decision to leave my DB pension untouched. Pensionlite is able to explain complex financial decisions in a simple, easy to understand manner. I would highly recommend.”
“Very happy with the service Lorna gave me over my pension. Helped me focus my mind. I did a complete turnaround from what I originally thought I would do thanks to Lorna’s kind and supportive advice.”
“I am so pleased I contacted Pensionlite and the advice and personal touch is second to none.
Our advisor Tom Williams is a very friendly and knowledgeable man and explains everything to us so that we understand our pension properly and what options are best for us.
I have already recommended my brother in law to Pensionlite and would not hesitate to recommend to others too.”
“Satisfied client for 12 years. Being self employed since 1990 I had been contributing to a personal pension plus had 2 small fund from previous employment, none of which were performing. Pensionlite’s advice was to combine all 3 and the result has been very positive. They have been particularly supportive during the pandemic , keeping calm and proactive. I would not hesitate in recommending Pensionlite regarding both pensions and investment in general.”
“Very pleasant experiance as I enquired about moving my portfolio to Pension Lite and Robert was excellent. He took the time to go through my pension plans and advised accordingly and without predjudice. I would highly recommend!”
“Contacted Pensionlite to get the financial advice required to transfer my Defined benefits pension into a Flexible drawdown. With current legislation this is a complicated subject, but Becky my first point of contact and Lorna, who dealt with my case were both very helpful, friendly and gave excellent service from start to finish. I would therefore highly recommend Pensionlite to others who need pension advice!”
“I have been advised by Pensionlite for the last 15 years. I have a small pension which is managed by them and I am very happy with the results. In this last year alone their advice has paid dividends. At the start of last year with investments hit by the COVID19 crisis I saw a loss due to the reaction within the markets. With their advice I have seen that loss turned to a gain of 8 percent within a year. The advisors I have spoken with are warm and friendly and put financial matters into words that are easy to understand. Nothing is to much trouble. They provide an excellent service and I know that I am being listened too.”
“I would recommend Pensionlite to anyone who are at the stage of sorting out there company pension from our first phone call to date we have been treated with kindness ,respect,and in a very professional manner everyone we dealt with Tom,Lorna ,Hayley they were all superb and nothing was too much bother what a great team whether we contacted them via Email And or Telephone.”
“After my review and advice given by Louise Morgan on my Pension Plan and part of this was (Expression of Wish ) this was one element which i needed to update. I would like to say with out reservation that the assistance given by Louise was both professional and well above my expectations and the end result is excellent and of great benefit for my Family in the future.