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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
Dealt with a young lady by the name of Lisa O'brien,she was extremely helpful and helped me to achieve the best deal. Regards Graham
Helpful Report
Posted 9 years ago
My experience with The Retirement Desk spans only 5/6 weeks during which time my only contact was with Wendy O’Bierne. With limited experience of current pension legislation and options available, I was initially looking to be guided as to what was possible with a defined contribution fund and to establish the market possibilities in relation to the sum involved. I was also ignorant of the processes and procedures. My first contact with Wendy put me immediately at ease as she took time to patiently explain the current law and drawdown options. It was recommended very early in the conversation that independent financial advice be taken and I was told how to advance that if required. Having advised Wendy how the pension should be taken forward, she then managed the process by forwarding the relevant paperwork quickly and orderly, following up each step with regular telephone contact to ensure that the process was constantly moving forward and was being understood. As a result, the pension drawdown from start to finish was quicker than I had anticipated and I was delighted with the outcome, both financially and procedurally. Wendy is clearly a very capable individual, exceptionally diligent with a focus both on professionalism and customer service and I would have no hesitation in recommending her and The Retirement Desk to family and friends. Mrs Louise Broughton
Helpful Report
Posted 9 years ago
No pressure from Lisa. Good comucatton from her.kept well up to date .
Helpful Report
Posted 9 years ago
Smooth from start to finish. I dealt with Lisa O'Beirne who was very pleasant and kept me informed all the way. Nothing was too much trouble for her. Would certainly recommend to anyone.
Helpful Report
Posted 9 years ago
An excellent service, Wendy took time to explain progress in a prompt and businesslike manner. When it transpired that one of my 'Pots' was best left with the original company she assisted with guiding me through the application form.
Helpful Report
Posted 9 years ago
Kay Martin was very helpful and efficient. Kay kept us informed at all times of the progress relating to the transfer and the partial payout of my pension. I would thoroughly recommend this service. Thanks for all your help.
Helpful Report
Posted 9 years ago
retirement desk what can I say they are very good at what they do got my pention plan sorted fast and efficiently there to answer any questions or doughts I had about moving my retirement money would recommend them to my family and friends with no worrries great team thank you for your help mr. s mathieson
Helpful Report
Posted 9 years ago
I was very impressed with the professional way my claim was handled. I was kept advised of every step of the process. which gave me great confidence.
Helpful Report
Posted 9 years ago
The options available to me were presented quickly and in a way that were easy to understand. The whole process was completed quickly and smoothly with the greatest coutesy.
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Posted 9 years ago
I thought the service from start to finish was very good.
Helpful Report
Posted 9 years ago
Once I had made contact with the very polite person at the retirement desk office, I was made to feel at ease and important. I was informed of the procedures clearly and was kept up to date on the progress, via phone and email. I would recommend this company strongly to anyone thinking of retiring , they took the worry I had about my retirement , and turned it in to something to look forward to.
Helpful Report
Posted 9 years ago
Wendy and her team where great. They did exactly as I requested. Would recomend . Thank you
Helpful Report
Posted 9 years ago
Wendy was excellent all the way through and made the process very easy. Everything she said she would do, she did.
Helpful Report
Posted 9 years ago
I would recommend the retirement desk to anyone i found them very helpful, always answered the phone straight away, and never felt pressurised arranged everything for me, completely satisfied Michael Webster
Helpful Report
Posted 9 years ago
Very good support in the decision process, without undue presurisation. Good clear options which were easy to relate to. Helpful and friendly to the end point.
Helpful Report
Posted 9 years ago
The whole process was efficient and friendly. I was kept informed at each stage what was happening and when I would receive my first payments. It was particularly good to be dealt with by someone whose name I knew and not to have to press any buttons or listen to automated messages.
Helpful Report
Posted 9 years ago
After my target retirement date, I requested the company through whom I had accumulated my pension payment, to be my pension provider and gave them precise instructions as to how I wanted them to deal with my pension. I was disappointed for not receiving any cooperation from them, so I sought the help of a community worker. He contacted The Retirement Desk website and, to his surprise and mine, he received a telephone call from a Wendy O'Beirne. She was most helpful in understanding my situation, and offered her professional expertise and assistance immediately. She assured him that she saw no problems in achieving what I desired, and once I had given my go-ahead, she went on to provide quotes according to my requirements. I was able to accept those quotes, and she formalised them quickly to my satisfaction. The Online approach helped enormously in effective and prompt communications, as a result of which I was able to achieve my objectives satisfactorily. Indeed, I thank Wendy very sincerely for helping me in a calm and friendly manner, never putting pressure on me to accept anything against my will.
Helpful Report
Posted 9 years ago
Couldn't have asked for more help.
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Posted 9 years ago
Very friendly and helpful. Called and left messages with questions a couple of times and was called back immediately and all my questions answered. Felt very confident in your ability to complete quickly hassle free. Thank you
Helpful Report
Posted 9 years ago
We found the service very efficient and was always kept in touch through the stages , would recommend to anyone , as it was all completed very quickly. Jill nicholls
Helpful Report
Posted 9 years ago
The Retirement Desk is rated 5.0 based on 893 reviews