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The Retirement Desk Reviews

5.0 Rating 975 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 975 reviews
Customer Service
Communication Channels
Telephone, Email, Live Chat
Queries Resolved In
Under An Hour
Read The Retirement Desk Reviews
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Phone:

01604 379379

Email:

lisa@theretirementdesk.co.uk

Location:

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

Anonymous
Anonymous  // 01/01/2019
Using the retirement desk made a stressful time and the difficult decisions easy. Making the right choice on your pension provider and your pension requirements is probably one of the most important decisions you will make. Putting your faith in the retirement desk to guide you through this process will be the best thing you will ever do. I got the best rates and a painless process that was helped all the way by Lisa, I will have no concerns in using them again.
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Posted 10 years ago
Mrs P Wood I was looking on the internet for someone to find me the best annuity quote for my pension pot. I saw the retirement desk and sent them an email and got a reply the same day. I then spoke to Wendy O'Beirne who was very polite and professional. Wendy looked at the whole of the market for me and found a very good deal. I am so glad that i found them and would recommend them to anyone. Finally i would like to Wendy and everyone at the retirement desk. Mrs P Wood Stoke on Trent
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Posted 10 years ago
Very helpful staff who followed up all details throughout the process without prompting.
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Posted 10 years ago
After becoming angry and frustrated at just trying to contact some major companies I came across The Retirement Desk whilst browsing the internet. How I wish I had done so earlier. One phone call answered within seconds in a highly professional manner by an actual person - not a recorded message!!! That person was Kay Martin and I cannot thank her enough for the first class standard of service she has provided. Kay arranged with my existing pension providers to have the funds amalgamated into one new plan keeping me informed on a regular basis both by phone and email. Even more impressive was the fact that her colleague Lisa was able to keep me updated in Kay's absence. In less than six weeks I have received my new documents and first payment. If you are looking for professional, courteous and friendly advice with no sales pressure or fees look no further than this company. Thank you so much ladies.
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Posted 10 years ago
Having been in touch with a number of Annuity companies with regard to my future retirement plans. I was very impressed with the help and advice from Wendy O'Beirne at Retirement Desk. I was kept informed quickly by text, phone or email and if I called the office, got through immediately. Unlike other companies who were forever phoning me to close a deal or offering special deals, much like double glazing firms. I have another small pension pot coming up in the next few months and will be in touch again. Kind regards, Paul Biggin
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Posted 10 years ago
My pension transaction was handled by Lisa, whom I have to say was excellent. She acted very professionally throughout the process and kept me fully informed of the exact position throughout. I would have no hesitation in recommending Retirement Desk to anyone that is about to cash in a pension, I will certainly use them again for any requirements I may have in the future.
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Posted 10 years ago
The service was excellent and Lisa was in touch all the time. The whole operation was handled very well.
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Posted 10 years ago
One word. Brilliant
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Posted 10 years ago
Retirement Desk was recommended by a friend who had also used them. Wendy was patient, but tactfully remained in touch with me at regular intervals, as she knew I had recently lost my husband. She was ready to answer my questions once I was able to focus once again on my pension. My options were made clear for me to make a balanced decision. The whole process seems to have been clear, smooth and pain free. I would certainly recommend them to others.
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Posted 10 years ago
Wendy O'brienne did a fantastic job of explaining what our options were and kept up us informed through out the process.
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Posted 10 years ago
First class service kept up to date all through the process thanks to Wendy
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Posted 10 years ago
I found WendyByrne extremely helpful and knowledgeable on all counts,without influence. Thankyou
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Posted 10 years ago
I am delighted with the Retirement Desk for procuring a retirement plan that meets my total requirements. Wendy O'Beirne handled my case superbly throughout. After stating my requirements Wendy came up with a couple of options and fully detailed quotations. Questions raised were answered promptly and fully to my satisfaction. I was combining a couple of different pension pots, one of which required additional checking and clarifying which Wendy organised. I was particularly impressed with Wendy's communication with me through e-mails and telephone calls to keep me informed of the progress from start to finish. I would thoroughly recommend The Retirement Desk to anyone wanting an efficient and reliable company to help them find a suitable retirement plan. Thanks Wendy.
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Posted 10 years ago
Great communication whilst the process was ongoing. Good fast service. They prepared all the options that I requested. Lisa who dealt with my case was most friendly and always responded quickly to any questions I had via email and phone. Very pleased with the service.
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Posted 10 years ago
Kay Martin dealt with my review and quickly recognized what I was after and suggested a product with LV that I had not come across. This enabled me to drawdown my cash free cash but leave the balance untouched for review at a latter date.Guaranteed future value was offered with total access in the mean time should circumstance's change. The process was quick and easy. I was very pleased with the outcome.
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Posted 10 years ago
Dealt with Kay Martin throughout the process. Dear Kay We would both like to thank you for assistance, the service has been prompt and 1st class. We have been kept informed throughout and we would have no hesitation in recommending others to using your services. Completely painless and now in charge of our hard earned. thanks again.
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Posted 10 years ago
Lisa was very professional, and kept me informed as each stage progressed. This is the 2nd time I have used the Retirement Desk, and l must say how impressed I have been with the level of service on both occasions. Special thank you goes to Lisa. Don.
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Posted 10 years ago
Very Helpful, very efficient. Thank you
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Posted 10 years ago
Very professional approach. i was always "kept up to speed"Wendy O'Beirne's explanations on how things should progress was faultless, her written and telephone communications were of the highest calibre. I was treated like a human being and not a number, a rare occurrence these days. Well done Wendy and the Retirement Desk. Kind Regards Steve Cash.
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Posted 10 years ago
Found this company by accident while looking for annuity help on the internet. So pleased that I did. Lisa asked me questions about myself and was then able to give me quotes from several companies and she didn't mind me changing my mind from annuity to drawdown and then if using drawdown I couldn't decide if I wanted some money now or put all of the plans into the drawdown scheme etc. She couldn't give me advice - at the end of the day it was my choice anyway so all the advice in the world would not have helped - but she gave me the figures I needed to help me choose. To me it was a lot of money to just hand over and of course I worried but Lisa allowed me to just take my time and work with the figures she gave me (I'm afraid I asked for quite a few different combinations). I eventually chose a flexible drawdown with some cash up front. It will not last as long as an annuity but at least it is a live on able (sorry can't think of the word I need) amount and I will be able to save the state pension - when I eventually get it. I will admit to checking the company out first by going on the internet and looking up their name on Company House and all other ways I could think of but all is fine and the company is just as it says it is. All the paperwork was done for me and Lisa's pleasant and helpful personality made a stressful time a lot less stressful.
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Posted 10 years ago
The Retirement Desk is rated 5.0 based on 975 reviews