The Retirement Desk Reviews

Name: The Retirement Desk
Address: BURLINGTON HOUSE, 369 WELLINGBOROUGH ROAD, NORTHAMPTON, Northamptonshire
Rating: 4.97

5.0 Rating 971 Reviews

100 %

of reviewers recommend The Retirement Desk

Company Reviews

Metrics

Info

5.0

Based on 971 reviews

Customer Service
Communication Channels	Telephone, Email, Live Chat
Queries Resolved In	Under An Hour

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

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“Initial and ongoing contact acceptable and not intrusive. Helpful advice received and pointers given. Final product offered and accepted seems the best available to me, I have not found better. Only thing I am not too happy about is that Kay said two or more times that I was not paying you anything and that you would get your fee from Canada Life. I knew that one way and another whatever commission you received would come from my investment sum, but not so obviously. Canada Life made it quite plain in their investment summary that your £1200+ fee came from my money. Do not like that.”

Helpful Report

Posted 7 years ago

Dear Mr Bryson, Following our call this evening, just a short note to re-iterate that the commission payment was not deducted from your fund. You would have received an identical quotation directly from Canada Life had you used them directly rather than via ourselves. As agreed, to eliminate any confusion a member of staff from Canada Life will write to you directly next week to confirm this. Thank you once again for your time and review. Have a lovely weekend. The Retirement Desk team

Posted 7 years ago

“I contacted The Retirement Desk initially to get various annuity rates for my drawdown pension pot with Aegon, an exercise I've done regularly. I did not require advice, as I was familiar with the options. My main contact was Wendy O'Bierne. The rates were sufficiently attractive to convince me to switch to an annuity with Just Retirement, an insurer that was new to me. Wendy handled the switch very professionally, reassuriing me on various issues. I am pleased with the job they did, and would recommend the Retirement Desk to anyone in a similar situation t myself.”

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Posted 7 years ago

“Very professional kept informed as to what stage we were up to,would highly recommend this service.”

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Posted 7 years ago

“The whole procedure was extremely easy. As I started receiving information about my pensions and began reading up on what I wanted I found the whole thing very daunting. But The Retirement Desk made it so easy and within a week or two the pension was set up and ready to go. They listened, advised and then gave me my best options it was just so simple. I will certainly be telling my friends and colleagues to use The Retirement Desk.”

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Posted 7 years ago

“Using the retirement desk was quick and easy Lisa O'Beirne was fantastic would recommend the retirement desk to anyone, big thank you to all,”

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Posted 7 years ago

“I found the consultant Kay very helpful and she explained my options very clearly.”

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Posted 7 years ago

“Thank you for arranging my pension. Everything was handled efficiently and Kay kept me involved at all times.”

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Posted 7 years ago

“I used The Retirement Desk to manage one of my retirement plans and had 5 star service all the way. Wendy always kept me in the loop with everything she did first by phone (when she could reach me) but also by email. Although I had not heard of the company prior to contacting them (who does before retirement) I would definitely recommend them to anyone in need of assistance.”

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Posted 7 years ago

“All matters handled, quickly, professionally and courteously. Excellent service!”

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Posted 7 years ago

“All the paperwork was correct and easy to fill in and i was kept informed all the way throughout the process very pleased”

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Posted 7 years ago

“Brilliant service, really helpfully at all times, would certainly use again.”

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Posted 7 years ago

“FROM THE FIRST CONTACT WITH KAY MARTIN I KNEW I HAD MADE THE CORRECT DECISION . ALL MY WORRIES DISAPPEARED SHE KEPT ME UP TO DATE ALL THE WAY THROUGH THE PROCEDURE .I WILLIN THE FUTURE RECOMMEND THE RETIREMENT DESK . I DO HOPE YOUR COMPANY REALISE WHAT AN ASSET KAY MARTIN IS”

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Posted 7 years ago

“Lisa and her team were excellent at processing our retirement fund we were updated every step of the way the service was prompt polite and professional we would highly recommend Lisa to our friends and colleagues in the future thank you”

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Posted 7 years ago

“Excellent Service, Wendy updated every step of the way to completion. Smooth and friendly transaction that inspires confidence”

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Posted 7 years ago

“Lisa O'Beirne at the Retirement Desk was very helpfull and gave me several options to look at with no sales pressure. After making my decission, all documents were received promptly and she made sure that I received communication at every stage. Everything ran smoothly and I have now started receiving my pension.”

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Posted 7 years ago

“I cant praise highly enough the friendly and helpful assistance I received from Wendy at The Retirement Desk. She contacted me regularly with updates so that I was always aware of the progress of my application and helped to make the whole process painless!”

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Posted 7 years ago

“I would like to say a big THANK YOU to Lisa O’Beirne for the excellent service she provided throughout the process. From the initial telephone call through to completion, Lisa kept me informed & updated with regular calls & emails. Having Lisa deal with my existing providers was a godsend and I would definitely recommend both The Retirement Desk and especially Lisa to anyone about to look at their pension options.”

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Posted 7 years ago

“Just like to say very happy with the professional service I received from Lisa at the Retirement Desk, from start to finish she kept me in touch with what was going on. She told me of options available and left it with me, so I could decide, never putting me under any pressure to make a decision. Will definitely use again, and will reccomend to my husband when he needs advice.”

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Posted 7 years ago

“Kay Martin's help and advice was provided in a friendly, courteous and most professional manner, resulting in a speedy solution that was just right for my needs. From start to finish, I received regular updates, and everything was explained to me in a straightforward and readily understood manner - no jargon or acronyms at all!! And ALL my questions were answered. The Retirement Desk made this a painless transaction - everything was done for me, even down to supplying a prepaid recorded delivery envelope for sending my documents. I thoroughly recommend The Retirement Desk.”

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Posted 7 years ago

“Found this company to be extremely helpful, professional and attentive. Lisa, Wendy and Kay are first class employees who are a credit to your team. I would have no hesitation in recommending them to my friends and family. I would like to thank you very much for your service help above and beyond.”

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Posted 7 years ago

The Retirement Desk is rated 5.0 based on 971 reviews