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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
Visit Website

Phone:

01604 379379

Email:

info@theretirementdesk.co.uk

Location:

Kings House40 Billing RoadNorthampton
Northampton
NN1 5BA

Write Your review

Anonymous
Anonymous  // 01/01/2019
Great communication and service.
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Posted 8 years ago
Each stage of the process was completed within the advised timetable and I was kept informed of progress throughout. A very professional service.
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Posted 8 years ago
Lisa was friendly, informative and helpful. My pension requirement was a bit unusual, but she handled it faultlessly. She communicated well and I have no hesitation in recommending Retirement Desk.
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Posted 8 years ago
from my very first conversation with Kay i was guided every step of the way, with a very prompt and professional service kept up to date via mail/text and phone 100% satisfied thank you Kay
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Posted 8 years ago
Hi there would just like to say a big thankyou to retirement desk especially Lisa who ran the show for me kept me we well informed and up-to-date despite a couple of glitches along the way she made it a very pleasing outcome I would have no problems using retirement desk in the future again thanks, much appreciated
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Posted 8 years ago
The first contact with the desk was really positive. Kay answered all the queries I had re transfer of monies from one company to another. After a number of emails and telephone conversations I was able to determine the route I needed to go. Kay PROMPTLY sent out all the paperwork, followed through on ALL the queries and discussions and made life really easy at a time of "great stress" ! In addition, she contacted the companies involved and arranged for both my existing pensions to be rolled into one and put with a new company. In short a VERY WELL DONE to her and to the company, you can't go far wrong using the Retirement Desk. :-)
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Posted 8 years ago
They understood what I wanted and provided clear alternatives. Transfer of funds went smoothly with frequent updates on progress. All in all extremely happy with the service provided.
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Posted 8 years ago
I had a problem with a small section 32 policy with Aviva who persistently told me that my only option was to buy an annuity which would give me an income of c. £450pa which I found singularly unexciting. I refused to accept this and spoke with Lisa O'Beirne who arranged a transfer to Canada Life from where I was able to take both the tax free lump sum and the remainder of the fund as a single pension payment which is exactly what I was wanting to achieve. Thank you Lisa and Retirement Desk. I shall have no hesitation in recommending you.
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Posted 8 years ago
very helpful all ways kept you informed gave excellent advise on all aspects of actions I would recommend retirement desk to every one Many thanks Lisa and all the people there
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Posted 8 years ago
I used the retirement desk for advice and then the setting up of a pension from Standard Life. Wendy O'Beirne was extremely helpful and knowledgeable. She listened to my circumstances and offered suggestions which helped me to have confidence in what I decided to do. There was a very slight delay (one day) in the money being released from Standard Life. Wendy followed it up immediately and kept me fully updated. She made the whole experience painless for me.
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Posted 8 years ago
I have been very pleased with the service provided by Lisa O'Beirne. At the time of processing my account, I was dealing with a member of family who is seriously ill and was spending a lot of time at the hospital, while also trying to keep my home and family running, and deal with my own health problems. She was very supportive and did not pressure me during a very stressful period.
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Posted 8 years ago
A job well done, communication was excellent. Thank you Kay.
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Posted 8 years ago
Kept me updated about my rates regularly via email in the months leading up to my retirement date. Very friendly and not at all pushy. Prompt and efficient organisation - only took a few days to sort everything out once I'd made my decision.
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Posted 8 years ago
Having called up the Pension Wise service they put me in contact with the Retirement desk and Lisa O'Beirne contacted me and help me through all my questions and when I decided what I wanted to do Lisa took on my Pension claim. I was informed every step of the way and had calls and emails to inform me how the draw down was progressing. what a service I was given and hopefully will use this service again.
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Posted 8 years ago
Organised,efficient,helpful and pleasant to deal with.
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Posted 8 years ago
Extremely responsive to my requirements. Listened and acted accordingly. Very happy with services provided. Highly recommended.
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Posted 8 years ago
I was looking on several comparison sites for an annuity to buy with a comparatively small amount of £15,000 from my pension savings.The Retirement Desk featured and Kay Martin contacted me. I liked her approach,which was efficient but warm; she sounded capable and trustworthy, and kept to the point. It turned out that because I wanted to take the maximum tax-free cash from both parts of my pension,everything had to be dealt with together....setting up my pension from my provider,getting two amounts of tax-free cash, and arranging the annuity with the remainder. Kay made sure I got the best annuity for me. She did not 'just' arrange the annuity,she liaised with my pension provider direct to ensure that everything progressed smoothly and quickly.She contacted them every time she said she would,and kept me informed all the way through. Everything was sorted by the dates given,more quickly than I had expected....and certainly more quickly than if I had been doing it. I am all for doing things myself,but,certainly in this instance,it made sense to use an expert. The whole process was worry-free and I now have everything set up. I had been putting it off for some time because I was finding it all rather daunting I totally recommend The Retirement Desk.....and thank you Kay Martin!
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Posted 8 years ago
in a clear concise way Lisa O'Beirne explained perfectly the way in which i could transfer my pension pot and the hows & whys it worked very good
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Posted 8 years ago
Extremely professional and friendly team
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Posted 8 years ago
I thought the staff at the Retirement Desk were very helpful and friendly. They answered all my questions and made the whole process run very smoothly. I would definately recommend people using them.
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Posted 8 years ago
The Retirement Desk is rated 5.0 based on 839 reviews