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The Retirement Desk Reviews

5.0 Rating 919 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 919 reviews
Shipping & Delivery
Delivery Methods
Postal Service
Average Delivery Time
Next Day
On-time Delivery
100%
Accurate And Undamaged Orders
100%
Customer Service
Communication Channels
Telephone, Email, Live Chat
Queries Resolved In
Under An Hour
Customer Service
5 out of 5
Read The Retirement Desk Reviews
Visit Website

Phone:

01604 379379

Email:

lisa@theretirementdesk.co.uk

Location:

BURLINGTON HOUSE,
369 WELLINGBOROUGH ROAD,
NORTHAMPTON
Northamptonshire
NN1 4EU

Anonymous
Anonymous  // 01/01/2019
I would like to thank Lisa and Kay for all their help and understanding in setting up my Annuity plan. After some initial doubts, it was very good to speak with Lisa who put my mind at ease with her knowledge on this subject. I would recommend The Retirement Desk to any friends and family looking for a company who can help with their Annuity options and maximise the income from them.
Helpful Report
Posted 22 hours ago
Used the retirement desk to set up a annuity Lisa was very professional in explaining what taking out an annuity was ,with all the costs very pleased with the service provided highly recommend . Mr Newham.
Helpful Report
Posted 1 day ago
What could have prooved to be a difficult task was made totally seamless and without any difficulty at all by Kay Martin at the Retirement Desk in Northampton. Big thanks to Kay and should I be asked I will not hesitate in recomending her and Retirement Desk in the future.
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Posted 1 day ago
Very simple and responsive communications. Surveyed all rates and offered me a broad choice, then organised everything for my annuity purchase. The paperwork was part pre-filled by Kay, and was marked up so I knew exactly where to sign and what to include. Kay kept me informed during the process, liaising with my pension provider and the annuity provider. Clear and simple! Bear in mind that TRD does not give financial advice. I didn't need any, just clear options and execution based on my decision.
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Posted 1 day ago
I would highly recommend the retirement desk, Kay and Lisa were brilliant to deal with. They arranged the transferring of my pension pot and helped set up a lifetime annuity. They kept me well informed as things were progressing. Kay and Lisa took the stress out of a something that I was nervous about dealing with. A big thank you to you both.
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Posted 1 day ago
Requests for quotes were provided by Kate on the same day so, having decided that I wanted an annuity, the process was completed extremely quickly. Kate also kept me informed every step of the way.
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Posted 1 week ago
Very professional service received by Lisa.O. She helped both my husband and I by giving us different options to consider. Once decisions made the process was very slick. Thank you Lisa.
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Posted 1 week ago
Kay and her colleagues were very efficient and helpful. I dont mind admitting that I was sceptical with entering my telephone number into a website add, but, it turned out great. After just a few short minutes, I had full confidence in them. If I retire again, ill be back!
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Posted 1 week ago
I have been using the services of The Retirement Desk for 5 years - I have found the team to be knowledgeable/professional and very helpful indeed
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Posted 1 week ago
Lisa o’Beirne has done an amazing job for me organising my pension covering the last five years,and another five years going forward,I would recommend the Retirement desk to anybody that asks me for advice about Retirement planning.
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Posted 1 week ago
Service was very good. Kept me informed of progress every week by phone and email. Would fully recommend.
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Posted 3 weeks ago
The service I recieved from the Retirement Desk was excellent. Kay dealt with my retirement plan. She was very professional and gave me all the information I needed for me to make an informed decision. I was kept up to date during the process via email and telephone. I would recommend using this service to anyone who is planning their retirement.
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Posted 4 weeks ago
Simple set up of a dual life lifetime annuity. Provided the best quote and executed the overall transfer of my funds from Avia to Standard Life in double quick time. Very pleased.
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Posted 4 weeks ago
I was reassured by the experienced and professional help I received as well as very prompt responses to any questions. Thank you.
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Posted 1 month ago
To be honest I was a bit nervous at first, Pensions’s are a bit of a nightmare and lots of stories about scams!!! Lisa phoned me after I did an on line enquiry to get an idea of what I could get. This also made me nervous. To be fair Lisa put my mind at rest and on a couple of occasions I asked her how I could tell she was not a scammer and she reassured me. I had no idea who the Retirement desk where or even what they did. It was all about Lisa, came across as a nice person who cared, she was professional and very good at what she did. Totally made it for me. Assume the Retirement Desk have other people doing the same role, if they are as good as Lisa then they have a great business….. Thank you Lisa, you made a difficult process so much easier and also kept me up to date on what was happening. As I said before, this was all about Lisa. Fantastic and a massive thank you…..
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Posted 1 month ago
Fast and efficient process. Lisa keeps you updated on the process and the annuity rate was better than the Moneyhelper rate. If you want a 'non advised" annuity then The Retirement Desk would be a good choice.
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Posted 1 month ago
I cannot recommend this company highly enough. They are absolutely superb! I can't actually believe how easy it was to cash in 25% tax free of my old pension, and transfer the rest to a new policy. Everything was explained fully to me by Kay and her colleague and I was kept regularly updated. Excellent company.
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Posted 1 month ago
Expert advice pertinent to my personal situation, given in a professional and very time efficient manner, resulting in a speedy delivery of the new product.
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Posted 1 month ago
A very efficient and prompt service from Lisa O Bierne. It seems my request was soerted in no time to my satisfaction.
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Posted 2 months ago
I recently returned to the UK to sort out my private pension which was under the control of Reassure. They couldn’t offer me what I wanted so referred me to L.V. They also wouldn’t do what I wanted so they told me to contact a company from the internet that could arrange my pension to be drawn down the way I wanted. I am pleased to say that your company appeared first on a Google check and you have been brilliant. Everything was handled smoothly and professionally. I would particularly like to thank Lisa for handling the whole process with expert professionalism. I could not be happier with your service. Thank you
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Posted 2 months ago
The Retirement Desk is rated 5.0 based on 919 reviews