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The Retirement Desk Reviews

5.0 Rating 893 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 893 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
The service was excellent and Lisa was in touch all the time. The whole operation was handled very well.
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Posted 9 years ago
One word. Brilliant
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Posted 9 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 9 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 9 years ago
First class service kept up to date all through the process thanks to Wendy
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Posted 9 years ago
I found WendyByrne extremely helpful and knowledgeable on all counts,without influence. Thankyou
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Posted 9 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 9 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 9 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 9 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 9 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 9 years ago
Very Helpful, very efficient. Thank you
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Posted 9 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 9 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 9 years ago
I was a little suspicious at first, because the company did not seem to have much track record and they offered a far better deal than any of the others I contacted. However, after checking around I went ahead with them and was very pleasantly surprised by the efficiency, speed and politeness with which they handled my pension conversion. I would certainly recommend them to others.
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Posted 9 years ago
Lisa O 'has provided superb support for my detailed option review of final pension plan Support on going Happy to provide testimonial DavidBird
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Posted 9 years ago
Wendy O'Beirne dealt with my retirement pension. She was very efficient in dealing with the case and always updating me exactly when she promised to do so. She was very professional, friendly and very easy to get on with. I would highly recommend her.
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Posted 9 years ago
I had 3 private pension plans two of which were tiny. Wendy advised me of several options and I chose the one I wanted. She then organised everything for me and the pensions were combined and transferred to the new company. I have just received my lump sum and my pension starts at the beginning of the month. It was totally hassle free and I did nothing! Wendy was very easy to talk to and explained everything I didn't understand. It saved me a lot of time and effort trying to research options myself.I am very grateful. Thanks Wendy!
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Posted 9 years ago
Lisa O'Beirne got back to me in December 2015 just has she said she would, and asked me if I still wonted their help I said yes has the company I was with were losing me money. now this was just a small top up free standing AVC, and within no time Lisa managed to get me over £250 more on my pension, plus it does not cost you anything. SO I WOULD HIGHLY RECOMMED THEM, so I say go ahead give them ago has you have nothing to lose and a lot to gain. from Dennis Powell
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Posted 9 years ago
The service I received from Wendy O`Biern was fantastic. She was very professional, patient and extremely polite. When she said she was going to do some thing she did it straight away and always`s kept me informed. She is an asset to your organisation. Thank you Wendy
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Posted 9 years ago
The Retirement Desk is rated 5.0 based on 893 reviews