Pensionhelp Recensioni 

68
•
TrustScore 5 su 5

4,8

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Scopri cosa dicono le persone

Valutata 5 stelle su 5

Everything was explained to me in plain English. So my transaction was so easy I was guided through all the questions 1 by 1 . I would highly recommend pension help to anyone that's thinking what to... Leggi di più

Valutata 5 stelle su 5

I felt listened to and understood. Faron explained clearly why he needed to ask questions and at the end of the telephone interview explained what the next steps would be. I didn’t feel the question... Leggi di più

Valutata 5 stelle su 5

My experience of Pensionhelp was that they were accommodating from the start of the process. There were no appointments available for a two week period when I was due to have my initial consulta... Leggi di più

Valutata 5 stelle su 5

I found that the information given was explained very well. Sometimes I needed time to make sure I understood the process. All questions answered and repeated until I was sure I understood. Advisor wa... Leggi di più

Dettagli dell'azienda

  1. Consulente finanziario
  2. anche in
  3. Pianificatore finanziario
  4. Servizi finanziari alternativi
  5. Servizi finanziari non bancari
  6. Ufficio pensionistico

Scritti dall'azienda

At PensionHelp, we specialise in providing high-quality, personalised pension advice to members of defined benefit (final salary) pension schemes. Our mission is to help you understand your options and make informed decisions about your retirement planning. We take the time to explain the complexities of safeguarded pension schemes, the risks and benefits of transferring, and whether alternative arrangements might better support your long-term financial goals. As a firm focused on clarity and client care, we guide you through every step of the advice process — from initial review to tailored recommendations — ensuring you fully understand your pension choices and what they mean for your future. Our approach is fair and balanced: we start from the position that staying in a defined benefit scheme is often right for most people, but we will work closely with you to explore whether a transfer could suit your unique circumstances. PensionHelp is led by experienced pension professionals who are committed to delivering honest, transparent advice with your best interests at heart.


Informazioni di contatto

4,8

Eccellente

TrustScore 5 su 5

68 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

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4,8

Tutte le recensioni

(68)

61 recensioni negli ultimi 12 mesi

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Valutata 1 stelle su 5

Really poor service experienced

Really poor service experienced, there appears to an air of arrogance with some of their staff who are not helpful if questions are asked about their services, it's almost a case of "how dare you question us" even though it's customers pensions and they are also dealing with a high level of personal information about their clients. A very unpleasant experience avoid pension help other companies out there that are far more helpful.

13 maggio 2025
Non scritta su invito
Valutata 1 stelle su 5

Not a good experience

Not a good experience. Actual due diligence and process of transferring DB schemes went ok but then at payment time they made it very difficult. Poor communication led to frustration. Instead of acknowledging the problem and putting it right they simply blamed the other party.
Would not use this company again.

1 gennaio 2025
Non scritta su invito
Valutata 2 stelle su 5

Use to transfer out of a defined…

Use to transfer out of a defined benefit pension .
First part of the process was very good but the actual important part getting the money to me at times was very poor .
Plus they clearly need to get a better understanding of the tax implications because they are massive .
I was also given figures to how much money I would receive that were no near the figure I actually got .That is fact
Overall I’m in the region of 5-7 thousand worse off .
I was never told I would pay such high tax.
Yes I may be able to claim some of it back but the information they gave me on this was just appalling .
My advice find a company that has a better understanding of the tax implications it will save you thousands.
Just an update I took two cash lump sums split over two tax years this was supposed to lessen the tax implications on me .
I had two equal amounts paid I paid 6k in tax on the second one and a massive 10k in tax on the first one .
I was not advised of such severe tax implications.
Please also note I’m still in full time employment but am not a high earner ie earn less than 30k a year.
I was also told it would not affect my weekly wage from work and it has .
I suspect it could be another 2 years before my tax code reverts back to where it was.
For 23-24 tax year i started with tax code 1257l which most low to average earners will be on I finished the last 4 weeks on what looked like emergency tax and now in 24-25 tax year I’m on 877l not great.
Just as a side note contacting HMRC is extremely difficult 10 days in and still I’ve got no way .
I’m probably looking at 3-6 months before I’m likely to get a tax refund .
Again a lot of this is just poor basic advice from Pensionhelp on the tax implications.
The worse one I was never told my tax code would change and also was told I can claim some of the tax back only this is just not true .
Please make sure you find a pension advisor or company that understands the massive tax implications and tells you about them

15 aprile 2024
Non scritta su invito
Valutata 5 stelle su 5

Competent, efficient, knowledgable and good value

I used this company to help me move a defined benefit pension into an alternative more flexible scheme. The whole process was very well run, extremely comprehensive checks, with friendly, knowledgable, efficient and helpful professionals, who clearly know their stuff. The 3% charge is absolutely worth it, they took care of everything and all I needed to do was check the reports they provided, work through some questionnaires and phone calls, sign and all done. I wouldn’t hesitate to recommend them.

28 febbraio 2024
Non scritta su invito
Valutata 5 stelle su 5

Due to an extremely grave financial…

Due to an extremely grave financial predicament needed assistance in accessing my DB pension at 55. Pensionhelp provided guidance, a full financial review and ultimately facilitated the transfer to a DC scheme on an insistant client basis. Cost: 3% of the transfer value. Mr Bamforth was especially pleasant.

31 agosto 2022
Non scritta su invito
Valutata 1 stelle su 5

Customer care is clearly not a priority. Very disappointed at the initial…

Very disappointed at the initial engagement stage from this company.

After a connection through my financial advisor I was expecting a contact but there was no introduction or even a first call. Just an email with links and then an expectation for me to run through a set of forms and documents. When I speak with the email sender expressing my concerns I was offered to speak with a manager to get this first contact off to a better start. Instead they disengaged with me !!! astounding. Customer care is clearly not a priority. More "just" about their process

18 gennaio 2022
Non scritta su invito

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