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The Retirement Desk Reviews

5.0 Rating 839 Reviews
100 %
of reviewers recommend The Retirement Desk
5.0
Based on 839 reviews
Shipping & Delivery
Delivery Methods
Postal Service
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
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Phone:

01604 379379

Email:

info@theretirementdesk.co.uk

Location:

Kings House40 Billing RoadNorthampton
Northampton
NN1 5BA

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Anonymous
Anonymous  // 01/01/2019
I am very impressed with the efficiency of Lisa O'Beirne and found her to be very helpful and she explained everything I needed to know and kept me well informed of progress.
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Posted 7 years ago
The Retirement Desk consultant was Lisa O'Beirne who took my initial call and dealt with the process in a clear comprehensive manner, advising me of the best possible lifetime return, then accessing my pension fund, processing lump sum payment into my bank account and setting up monthly provision of income. The process took about 12 days during which time Lisa 'phoned 3 times to advise me of progress of the transfer process. The business transaction was carried out in the most effective way and it was satisfying to deal with such a professional organisation.
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Posted 7 years ago
Many thanks to Kay Martin and team for doing such a great job and making the process so easy and painless.
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Posted 7 years ago
Knowledgeable with regard the policy I was dealing with. Found competitive rates on the market with the minimal of fuss whilst keeping me well informed of the details as and when they happened. Always helpful no matter what I asked.
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Posted 7 years ago
Used The Retirement Desk in conjunction with Pension Wise. Dealt with Kay Martin who was both efficient and professional. She made the whole process easy and painless. We were kept up to date with progress by phone and email. Thankyou.
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Posted 7 years ago
Retirement is a minefield you need someone you can trust fo guide you successfully through it and find the correct plan for your individual requirements. When searching through the internet for that someone we came across the retirement desk. Straight away I felt we had found a company that could help us to make our personal design to meet our requirements. With the personnel attention given given to us by Lisa & Kay. We have found the correct plan to suit our needs . Thoroughly recommend to anyone in the same boat. .
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Posted 7 years ago
The whole process was carried out quickly and smoothly. Wendy kept me fully informed from the initial phone call through to completion. I would thoroughly recommend The Retirement Desk.
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Posted 7 years ago
Professionalism
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Posted 7 years ago
Very professional, regularly updating, keeping you informed, just what you need when your talking about retirement, as you've not experienced this before. Kay Martin was so helpful and gave a first class service.
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Posted 7 years ago
I was kept informed of every detail and the service was so fast and things happened when I was told they would.
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Posted 7 years ago
It's Almost Like Sin to Grow Old I was a happy old man until I discovered I had an pension scheme with Friend's Life while sorting out old papers. I wrote to Friend's Life and not surprisingly, I got a reply saying that the forgotten scheme has some 50k fund. Then for two years, I suffered unhappiness going forwards and backwards; because this Friend's Life, while staff are nice and courteous, has a set up that almost means I have to go back live in the cold and dump good old England for retirement, for 153 days at least. They do no have any scheme for me to take my pension out! Eventually referred by the citizen advisory, I managed to contact this super efficient lady Ms. Lisa O'Beirne of The Retirement Desk. Within a few weeks she help me to move the pension to Canada Life who has a scheme to pay to those old guys who wish to live in a warmer place.
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Posted 8 years ago
Clear,efficient and very professional and kept me well informed throughout the process, well done to KATE and thank you.
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Posted 8 years ago
Kay Martin was my point of contact, there was no pressure and no personal questions ask until I was ready and confident to answer them, she keep me informed as it progressed.
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Posted 8 years ago
Easily and expeditiously organized a transfer of a pension pot to a draw down policy which allowed me to receive 25% tax free and the remainder over a number of years.
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Posted 8 years ago
Very helpful, very pleasant and no hard selling.
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Posted 8 years ago
Easy to do
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Posted 8 years ago
We dealt with Kate,we found her easy to approach with and questions we had.
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Posted 8 years ago
I dealt with Kay Martin (retirement consultant) she discussed and helped me through the whole process of my retirement. She is knowledgeable, experienced and was a pleasure to deal with.
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Posted 8 years ago
Wendy has been a godsend. Not had to do anything myself other than to say yes and thanks to all
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Posted 8 years ago
I like to thank Lisa O'Beirne very much for the professional way in which she dealt with my pension option for me. It's refreshing to know that when told that I would be kept informed on a regular basis, Lisa did exactly that by phone calls, and emails. Very often companies say they will provide regular updates but this in my experience appears to be an idle and unfulfilled promise.
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Posted 8 years ago
The Retirement Desk is rated 5.0 based on 839 reviews