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The Retirement Desk Reviews

5.0 Rating 971 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 971 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
I recently purchased an annuity through The Retirement Desk & was very pleased how the whole process was handled. I found Lisa to be very knowledgeable, friendly, helpful & very efficient. Thank you Lisa !
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Posted 3 years ago
I found this company online and I have to say they were more than helpful from the first contact. Lisa was very thorough and guided me through the procedure and constantly kept me updated during the whole process. Because the rates were changing all through August / September there were a lot of increases which Lisa kept me up to date with and finally got me a very good Fixed Term Retirement Plan which I would not have achieved without her expert guidance. Very good service would highly recommend.
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Posted 3 years ago
I dealt with Lisa at the retirement desk, she was first class from the minute go and kept me informed all through the process right to the very end, I would highly recommend them
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Posted 3 years ago
Kay was marvellous nothing too much for her would recommend 👌 to anyone goes beyond what anyone would expect 😊 simply marvellous
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Posted 3 years ago
Great experience. Made easy for you with lovely staff.
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Posted 3 years ago
Excellent advice and service provider very efficient customer liaison throughout transfer of pension funds. Kay and Lisa are efficient and courteous advisor’s I give high recommendations
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Posted 3 years ago
very pleased, keep informed of progress
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Posted 3 years ago
I had been dealing with a pension provider (Aviva) who had been giving me the run-around by (amongst other things) claiming not to be able to give me a quote on what my pension payout would be. In Mt first call with the Pension Desk, not only could they tell me what the Aviva payout would be, but also could tell me what other providers would offer from the same pension pot. Getting a better offer (from Canda Life) I decided to switch. The Pension Desk handled all of the transfer for me (at no cost to me); which all went as smoothly as silk. At every turn the Pension Desk offered highly professional, polite, speedy service. I would have no hesitation in recommending them.
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Posted 3 years ago
Quality service , very accurate in all information requested, I'd seriously recommend them to anyone who knows what they want
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Posted 3 years ago
Great service very happy with the all the correspondence Nice and easy to complete my pension.
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Posted 3 years ago
Excellent service that I would recommend to anyone asking me about pensions - Lisa could not have been more helpful, friendly or professional.
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Posted 3 years ago
From start to finish Lisa and her colleagues were great. They were clear and concise, allowing me to understand the pension maze and the many options now available. Once I made my decision on the plan best for me, they took all the stress out of it by doing all the organising and keeping me up-to-date with weekly calls and regular emails. Would highly recommend their team.
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Posted 3 years ago
I have used the retirement desk a few times to help with my pension advice and they have always been very helpful if you need them to sort your requirements out and will keep you up to date with the progress. would recommend using them if you need advice.
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Posted 3 years ago
I contacted The Retirement Desk to find options for my pension pot as I approached retirement age. Rather than finish work completely, I decided to reduce my hours over several years. Kay Martin kept me updated with the pension pot value options, due to economic changes, during this time. Once I decided to cash in the pension pot, Kay took care of all the paperwork to transfer the funds to the provider of my cash-out retirement plan. I was kept informed of progress throughout the process. I would certainly recommend their services.
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Posted 3 years ago
I used the Retirement Desk five years ago to arrange a pension draw-down scheme for me. The financial benefits were very good in that the pot reduced significantly less than the amount drawn down. I have subsequently taken another five-year scheme where the figures are even better. My original plan was arranged by Kay Martin and she contacted me again before expiry to see if I wanted to arrange another plan. At all times Kay has been efficient, professional, and a pleasure to deal with. She has given excellent customer service and made the whole process very easy.
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Posted 3 years ago
Lisa was a very reassuring voice on the end of the phone. She kept me up to date with the progress of my application exactly when she said she would. Even when she was on holiday, Kate had full access to her emails and also kept me up to date. I would thoroughly recommend this service.
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Posted 3 years ago
Excellent service
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Posted 3 years ago
I cannot thank Lisa O'Beirne and Kate enough for their dedicated commitment to sorting the difficulties with my pension providers. They have phoned me every week and kept me informed on the progress and answered all my questions honestly. I have no hesitation in recommending Retirement Desk to anyone who asks. My sincere best wishes to them
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Posted 3 years ago
I was quite nervous about accessing my pension as my provider wasn’t offering me the best deal I could get. I found the Retirement Desk on line and couldn’t have made a better choice. The people gave me so much advice in a clear and calm way, all questions were answered, and they never rushed me to make my final decision.
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Posted 3 years ago
I recently arranged to buy a purchased life annuity via The Retirement Desk and the service I received was excellent. In particular, I was very impressed with the service I received from their Retirement Consultant, Kay Martin, who made the process straightforward and responded promptly and constructively to all of my enquiries.
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Posted 3 years ago
The Retirement Desk is rated 5.0 based on 971 reviews