Transforming your space, enhancing your life
Our Vision
At Pension Works, we empower individuals to take control of their retirement planning and achieve a comfortable and secure future. We are committed to delivering accessible, personalized pension advice that is tailored to each client's needs and aspirations.
Who We Are
Our team of experienced pension specialists hails from diverse backgrounds, each armed with in-depth knowledge and a genuine passion for providing exceptional client service. With over 1,500 financial advice firms already entrusting us with their clients' pension needs, we have a proven track record of delivering impactful results.
Our Expertise
We offer a comprehensive range of services designed to address all aspects of pension planning, including:
Pension Assessment
- Identify potential savings and efficiency improvements in your existing pension arrangements.
- Optimize your contributions and consolidate plans for enhanced returns and risk management.
Final Salary Pension Advice
- Receive tailored guidance on maximizing your final salary pension benefits and navigating complex regulations.
Financial and Retirement Planning
- Develop a personalized plan to achieve your retirement goals, considering your unique circumstances and aspirations.
- Receive expert advice on investment options, tax implications, and risk management strategies.
Annuity Planning
- Access market-leading annuity products and competitive rates to ensure a secure and sustainable income in retirement.
- Benefit from our comprehensive guidance to make informed decisions about your future financial security.
Our Approach
We believe in:
- Personalised advice: We take the time to understand your individual goals, concerns, and financial situation to tailor our recommendations.
- Transparency: We provide clear and concise information about our services and costs from the outset.
- Accessibility: We offer remote consultations to accommodate your convenience and preferences.
- Client-centricity: Your needs are our priority. We are committed to building trusted relationships and providing exceptional client service every step of the way.
Performance and Service
The reviews suggest that the company's service can be inconsistent, with some customers experiencing long, drawn-out, and unprofessional service, while others have received excellent and professional assistance.
Praise for Individual Staff Members
Several reviewers have praised specific staff members, such as Lydia, Alison, James, and Lisa, for their knowledge, politeness, and helpfulness in assisting with pension-related matters.
Satisfaction with Outcome
Many customers have expressed satisfaction with the outcomes of their interactions with the company, including tracking down lost pensions, consolidating pensions, and receiving valuable advice on managing their pensions.
Concerns about Fees and Harassment
A few reviewers have expressed concerns about the fees charged by the company, with one reviewer feeling that the fee was not worth the service received. Another reviewer reported receiving daily calls from the company, which they found harassing.
Recommendations
Based on their positive experiences, many reviewers have recommended the company to others, citing the helpfulness of the staff and the value of the services provided.
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