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The Retirement Desk Reviews

5.0 Rating 948 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 948 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 was considering taking early retirement and looking for guidance in what to do with my pensions that I had accumulated over the years. I contacted the retirement desk and spoke to Wendy. From the outset she took control of what I needed to do and what my options were, sending me a quotation from an appropriate provider within 24 hours. During the process of transferring the pensions they kept me up to date at all time, ringing me with updates exactly when they stated they would, unusual these days. Whenever I rang them with a query they always answered my question to my satisfaction. If Wendy was not available, one of her helpful colleagues could deal with the query. The whole process took around 2 months from the day that I decided to proceed, which included a slight delay from one of my existing pension providers. They delivered exactly what they said they would, very pleased! I would have no hesitation recommending The Retirement Desk to any of my friends and family 10/10👍🏻
Helpful Report
Posted 8 years ago
Wendy explained the process we needed to go through and was not "sales oriented" at all. She kept me up to date, without any harassing phone calls or emails and provided the best deal. I obtained quotes from other sources but The Retirement Desk was my final choice and produced the best deal. I would thoroughly recommend this company. Thank you, Wendy.
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Posted 8 years ago
Unlike some of the other companies I contacted, the Retirement Desk gave me the information I required without the heavy sales pitch. 10 out of 10 for service. I was kept up to date with every step of the procedure after signing agreement.
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Posted 8 years ago
After a very trying ordeal with one of your competitors I was glad of the very good service I received form Lisa a first class adviser. She kept me informed all the way through and was a pleasure to deal with nothing to much trouble.
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Posted 8 years ago
I was kept informed of actions and progress in setting up my annuity.
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Posted 8 years ago
Kay was helpful, friendly and kept me informed through the ups and downs of achieving the pension that I wanted.
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Posted 8 years ago
Kay Martin has always been helpful, nothing too much trouble and gave a professional and personal service, resulting in a very happy conclusion.
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Posted 8 years ago
Excellent service
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Posted 8 years ago
After trying to deal directly with pension companys I was very happy to come accross Retirement Desk. I wanted to buy annuities for 2 modest pension pots, it took a couple of phone calls from Kay Martin and signing of a couple of forms, now (took about 3 weeks) I have the tax free sums and a very satisfactory annuity in place - Thank you Kay and The Retirement Desk.
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Posted 8 years ago
After having a bad experience with another company it was a pleasure to deal with Lisa .She always kept me informed about rate changes and delays due to issues beyond her control and always gave a first class service.
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Posted 8 years ago
The service I got from Kay was outstanding.The third party holding my monies were continually stalling and Kay never gave up chasing them on my behalf.Thoroughly recommended.
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Posted 8 years ago
There should be a box marked 'exceptional' to tick for the service I received. My consultant, Lisa O'Beirne went above and beyond to help me. Not once did I have to contact her to find out what was happening. She was always one step ahead of the game and was very sympathetic to my needs and for that I thank her greatly! I will certainly be recommending The Retirement Desk to others. Thank you again!
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Posted 8 years ago
The scheme administrators were a nightmare but through thewhole process Wendy was a voice of reason and we go there in the end.
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Posted 8 years ago
The Retirement Desk offered clear and comprehensible options for my consideration. Wendy O'Beirne was extremely patient with me throughout as I was very unsure what the best option was. She also kept me well informed of any changes that could influence my final decision. I feel The Retirement Desk obtained a really good deal for me - Many thanks.
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Posted 8 years ago
I have dealt with many IFA's through my career in accountancy. Lisa at Retirement Desk was friendly, quick, and efficient. She knew everything I wanted to know and was able to tell me the time scale to set up my plan, and the amount I would receive without the normal hard sell jargon associated with IFA's. I would recommend RD to all my customers.
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Posted 8 years ago
Kept me fully informed by regular phone and email contact throughout the process
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Posted 8 years ago
Excellent and prompt service throughout the process of transferring from an AVC and annuity plan from the Prudential. Lisa was highly supportive, friendly and helpful at every point.
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Posted 8 years ago
I had already done my homework on pensions, and knew what I wanted. I was very impressed by the fact that Kay Martin (my consultant) asked all the right questions, did not try to change my mind or sell me alternative products. The administrative side of things was handled very professionally, and remarkably quickly! Additionally, Ms Martin discovered an error in the transfer of funds from my previous investment company and obtained a refund of several hundred pounds on my behalf. I have not had a chance to recommend The Retirement Desk to any of my friends, but would not hesitate to do so if the opportunity arises.
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Posted 8 years ago
Sorting out pensions is quite a bewildering time as you are making decisions that will affect the rest of your life. I was in the middle of cancer treatment at the time so was not in the best frame of mind. You hear about the elderly being cheated by unscrupulous companies so I was unsure when contacting The Retirement Desk. I am happy to say that I was immediately put at ease by Lisa who gave me all the info I needed to check out my options. The whole process was taken from me and handled expertly whilst keeping me up to date with the progress. In fact, Lisa has just called me to advise that I will be receiving an extra payment that I would never have known about so I have no fear in recommending The Retirement desk to anyone in my position. I still have another pension to claim and will have no worries in using The Retirement Desk to arrange this when the time comes. Thanks again to Lisa and the rest of the team.
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Posted 8 years ago
Overall an excellent service. I did not have to do much.
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Posted 8 years ago
The Retirement Desk is rated 5.0 based on 948 reviews