The Retirement Desk Reviews

Name: The Retirement Desk
Address: Kings House40 Billing RoadNorthampton, Northampton
Rating: 4.97

5.0 Rating 839 Reviews

100 %

of reviewers recommend The Retirement Desk

Company Reviews

Metrics

Info

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

Visit Website

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

Sort by: Most Recent Most Recent Highest Rated Filter: None None 5 Stars 4 Stars 3 Stars 2 Stars 1 Stars Helpful

“Lisa was very professional, and kept me informed as each stage progressed. This is the 2nd time I have used the Retirement Desk, and l must say how impressed I have been with the level of service on both occasions. Special thank you goes to Lisa. Don.”

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Posted 8 years ago

“Very Helpful, very efficient. Thank you”

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Posted 8 years ago

“Very professional approach. i was always "kept up to speed"Wendy O'Beirne's explanations on how things should progress was faultless, her written and telephone communications were of the highest calibre. I was treated like a human being and not a number, a rare occurrence these days. Well done Wendy and the Retirement Desk. Kind Regards Steve Cash.”

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Posted 8 years ago

“Found this company by accident while looking for annuity help on the internet. So pleased that I did. Lisa asked me questions about myself and was then able to give me quotes from several companies and she didn't mind me changing my mind from annuity to drawdown and then if using drawdown I couldn't decide if I wanted some money now or put all of the plans into the drawdown scheme etc. She couldn't give me advice - at the end of the day it was my choice anyway so all the advice in the world would not have helped - but she gave me the figures I needed to help me choose. To me it was a lot of money to just hand over and of course I worried but Lisa allowed me to just take my time and work with the figures she gave me (I'm afraid I asked for quite a few different combinations). I eventually chose a flexible drawdown with some cash up front. It will not last as long as an annuity but at least it is a live on able (sorry can't think of the word I need) amount and I will be able to save the state pension - when I eventually get it. I will admit to checking the company out first by going on the internet and looking up their name on Company House and all other ways I could think of but all is fine and the company is just as it says it is. All the paperwork was done for me and Lisa's pleasant and helpful personality made a stressful time a lot less stressful.”

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Posted 9 years ago

“I was a little suspicious at first, because the company did not seem to have much track record and they offered a far better deal than any of the others I contacted. However, after checking around I went ahead with them and was very pleasantly surprised by the efficiency, speed and politeness with which they handled my pension conversion. I would certainly recommend them to others.”

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Posted 9 years ago

“Lisa O 'has provided superb support for my detailed option review of final pension plan Support on going Happy to provide testimonial DavidBird”

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Posted 9 years ago

“Wendy O'Beirne dealt with my retirement pension. She was very efficient in dealing with the case and always updating me exactly when she promised to do so. She was very professional, friendly and very easy to get on with. I would highly recommend her.”

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Posted 9 years ago

“I had 3 private pension plans two of which were tiny. Wendy advised me of several options and I chose the one I wanted. She then organised everything for me and the pensions were combined and transferred to the new company. I have just received my lump sum and my pension starts at the beginning of the month. It was totally hassle free and I did nothing! Wendy was very easy to talk to and explained everything I didn't understand. It saved me a lot of time and effort trying to research options myself.I am very grateful. Thanks Wendy!”

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Posted 9 years ago

“Lisa O'Beirne got back to me in December 2015 just has she said she would, and asked me if I still wonted their help I said yes has the company I was with were losing me money. now this was just a small top up free standing AVC, and within no time Lisa managed to get me over £250 more on my pension, plus it does not cost you anything. SO I WOULD HIGHLY RECOMMED THEM, so I say go ahead give them ago has you have nothing to lose and a lot to gain. from Dennis Powell”

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Posted 9 years ago

“The service I received from Wendy O`Biern was fantastic. She was very professional, patient and extremely polite. When she said she was going to do some thing she did it straight away and always`s kept me informed. She is an asset to your organisation. Thank you Wendy”

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Posted 9 years ago

“I would like to thank retirement desk for the prompt and efficient work they carried out to get a pension sorted out for me. They were very polite and extremely helpful throughout all of the process and would especially like to thank Kay and Wendy for all their help. Without doubt I would recommend this company to anyone. Regards Mr D.P. Portsmouth”

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Posted 9 years ago

“I contacted Retirement Desk by requesting a phone call & Kay Martin rang to discuss my pension needs. She explained everything in a manner that I could understand & quickly came back with several options. Kay did not pressurise me in anyway, gave me time to decide before I made a decision. We had contact via email, phone & she posted relevant paperwork in a professional clear formatt. Kay always came back to me promptly when I made any contact. The Retirement Desk did not charge me any fees & all the relevant paperwork & arrangements in almalgamating three of my pensions together was all organised by Kay. I am extremely happy with the pension that has been set up for me & cannot recommend Kay highly enough!”

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Posted 9 years ago

“I cannot recommend the Retirement Desk enough Lisa was absolutely brilliant nothing was to much trouble she got me the best rate for my pensions and even when I changed my mind 3 times she was very understanding and sorted it out”

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Posted 9 years ago

“I recently contacted the retirement desk as I was looking to transfer my pension pot. The staff were very supportive and looked around to find the best package to meet my personal criteria. Kay, was very thorough and worked to get me the best rates possible and tirelessly contacted my previous provider to ensure my pension pot could be transferred as and when expected, which included many email and telephone conversations with them. I could not fault the support and guidance given.”

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Posted 9 years ago

“Fantastic service ,quick and hassle free”

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Posted 9 years ago

“I was in touch with several people to sort out my works pensions and seemed to get a lot of "iffs, oo's and buts". I then got in touch with Lisa O'Beirne from Retirement Desk, expecting much the same response as the others. But much to my surprise, I found her to be very straightforward and professional. All the questions I asked were answered very quickly with no jargon. This lady did exactly what it said on the tin. She saved me a lot of stress and I would certainly recommend Retirement Desk to anybody in the same position as I was. Well done and many thanks Lisa.”

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Posted 9 years ago

“I would recommend the retirement desk to anyone about to consider their retirement options .i was dealt by Kay Martin who explained various options to me and kept me informed of every step along the way.once I had decided what I wanted it was all dealt with very expertly and quickly.i will be using Kay Martin again in the near future.”

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Posted 9 years ago

“I was very pleased with the service provided by the Retirement Desk consultant (Wendy O'Beirne). On my initial call my questions were answered accurately and the best available product was identified. The subsequent administration of the fund transfer and annuity purchase was efficient and I would definitely recommend the service.”

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Posted 9 years ago

“When I retired in September 2015, with a fairly modest pension pot, I began looking for a product (similar to an annuity) that would provide me with a guaranteed income, and yet, allow me the flexibility to access my cash at any time, should I ever need it in the future. Needless to say, I found it impossible to compare, or even discover, all of the potentially suitable products in the market, mainly because I found the terminology so confusing. Lisa at The Retirement Desk came to the rescue and proposed a Protected Retirement Plan which ticked all the boxes, and best of all, there were no fees to pay, not even for exercising the conversion (to cash) option at any time during the term of the plan. There were also additional benefits and options. Lisa provided me with several illustrations and was able to explain the various options in the Plan. At no time did I feel that I was being rushed into anything, and Lisa was always available to answer my questions. I am very pleased with the outcome and I have now got the flexible pension product that I had been searching for.”

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Posted 9 years ago

“Comprehensive support in understanding and dealing with my various pension funds. Dealing with the various fund suppliers, negotiating an anuity rate, maintaining progress and keeping me informed along the way. Very much appreciated”

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Posted 9 years ago

The Retirement Desk is rated 5.0 based on 839 reviews