The Pension Planner Avis 

After contacting several companies to help sort my pension out I finally settled with The Pension Planner. I made this decision because from the first phone call Nick put me at ease and was always available to answer any queries I had. Chris was great at keeping me updated with how things were progressing with the transfer of funds. The whole process was made as stress free as possible and would highly recommend using them.

I was introduced to the Pension Planner via a website when I needed help recently with a maturing Pension. I explained the issues I was having, and Shane Kao contacted the Pension company dealing with the issues and advising on the policy. I was happy to have experts looking after my affairs. I also had some other pension policies which Shane and Chris Minter were happy to help with. They were always there to listen to my questions and give sound advice. I highly recommend their company.

The service I received from this company was truly excellent. I'm 58 years old and had 2 Seperate pension pots that I wanted to move into a single pension that I could access as and when I wanted.
After contacting them via their website I was promptly contacted by Chris Minter (administrator) who asked for a brief outline of what I was looking for and then he arranged a meeting with one of their financial advisers and pension specialists named Shane Kao.
I met Shane at their offices although this could also be done over the Internet if preferred. Shane was first class. We discussed in depth my current financial situation, my requirements, my attitude to risk etc and a couple of weeks later Shane had complied a very detailed report along with his recommendations. Along the journey both Chris and Shane were easy to contact should any questions arise. They were both superb. They both kept me well informed every step of the way.
This was a very big step for me to take and I was a little nervous but I am so pleased that I chose this company to guide me.
After the process was complete their follow ups were much appreciated and both are available for further advice should I need it.
I cannot recommend The Pension Planner highly enough. 5 stars without a shadow of doubt.

Very efficient process. Excellent communication from Chris, with regular progress updates. Shane was thorough and patient, outlining my options over multiple Zoom calls. I was happy with the advice given and the implementation of the recommended plan.

I found The Pension Planner on the list of government approved pension advisors website. I contacted a few but Shane was really the only person who contacted me in a timely manner. The personal attention I received from Shane, Chris and Chris made the process of accessing and reviewing my pension very easy and so glad they are now looking after my pension. They set out all my options and associated costs very clearly allowing me to make the best decision for me. I would definitely recommend them to anyone who has a pension fund.

Many thanks to Shane Keo and Chris Minter for combining three pensions into one and acting in a professional manner throughout the process.

Lisa worked really hard for us, she was very friendly, very patient and explained everything clearly. I would highly recommend her as a pensions advisor.

Superb advice from Lisa, ably supported by Chris. Lisa spent a lot time patiently explaining our options and answering our questions promptly and in a very friendly way. She really helped us to understand the possibilities and her advice was so helpful as we had little experience and knowledge. I would highly recommend to anyone.

Lisa Ellaway and Chris Minter acted in an extremely professional manner helping me amalgamate my pension funds into a single pot before identifying an appropriate annuity provider. They kept me updated at every stage of the process.

I was also impressed with the speedy service. Less than 12 weeks elapsed from the time I first made contact with Lisa to when I received my first monthly annuity payment.

Completely satisfied after a recommendation from a friend , Shane gave me great advice and I was happy with his feedback and confident to go ahead with my future pension planning .

Amazing
Could not have asked for a better team to deal with our finances.
Marvin, Chris and Chris .
Great service .

What a great company to deal with. Shane Kao made the initial contact via “Unbiased “ then his team kept me updated at every step. Personal finance can be a nightmare but this company made it painless.
Thanks for your service and look forward to our ongoing relationship.

A friendly, jargon-free service. Sanjoy gave me clear guidance and patiently explained things about my pension I didn't understand (which was a lot). He understood my circumstances and helped me clarify the best way forward. I would definitely recommend.

Chris Minter was very knowledgeable , polite and answered all my questions in detail . This helped me make an informed decision . Would recommend .

For years I'd been putting off giving serious scrutiny to my pension and future plans. I finally got round to it, and contacting the Pension Planner was probably the best (first) decision I made.

Specifically, I worked with the brilliant Lisa-Jade. Lisa was insightful from the off. As someone who is just bamboozled by all things Pension, I really can't recommend Lisa enough.

Imagine you had a friend who was not only giving of her time and expertise, but had the ability to translate the Pension landscape in plain speak. Long story short, with Lisa's guidance, I've now got the first snap-shot of what I *really* need to do, should I want to consider retiring at 60.

I was therefore able to see things for what they are, and not rely on my own imagination, or worse, assume that 'everything will just work out'.

I trust Pension Planner understand the fantastic asset they have in Lisa. I'm not only grateful for the view on my Pension plans, but very glad I've now got a superb contact for any future financial queries or concerns. Thanks again Lisa, very much appreciated.

Shane from The Pension Planner was so professional, and knowledgeable. He kept me informed of the whole transfer process of my pension. Trust was really important to me, due to my professional involvement with a previous pension advisor company who ceased trading. I had total trust In Shane and I am delighted to have found this company and my trust has been restored.

Chris from the admin team sent me weekly emails to keep me informed of the transfer process which I found extremely helpful and reassuring. Thank you Pension Planner.

Extremely pleased with the advice received from The Pension Planner
Guided through with patience by Lisa and her team

The Pension Planner were extremely helpful from my first contact. Chris kept me updated with how things were progressing with my pension provider.
Lisa was very pleasant, knowledgeable and professional.
In the end I was able to manage things myself but the advice from Lisa was invaluable and there was no pressure to use their services.
I would highly recommend The Pension Planner

Unfortunately the advisor did not have a clue about redundancy payments and being able to use as a carry forward into the pension.
After several hours looking online I managed to sort it out myself.

I can fully recommend Lisa at The Pension Planner. She has guided me through the process of planning my future pension requirements without pushing me to make decisions and carefully explaining the options open to me. I am very satisfied with the help Lisa has provided and she has updated me regularly on progress once I had decided on setting up my future pension arrangements.