Pension Income Planning Ltd.
01277 600518
Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes

Testimonials

Clients advised to transfer

pension transfer advice

  • Many thanks Kathryn to the team at PIP, whilst the process took some time, you managed to get us over the line and all is now in order.

    Colin is a very meticulous FA and his support and detail with our transfer was invaluable, as was Rebecca’s regular update comms.

    All in all, very happy with the service thank you.

    Martin
    June 2021

  • Many thanks too for all your help at PIP and the regular comms updates - this has been invaluable in keeping us in the loop.

    Martin
    April 2021

  • Kathryn, thank you so much for the confirmation and please pass on my thanks to your team for the great work they did for me.
    It was a real pleasure to deal with a company where I was recognised as an individual rather than a file reference number.

    Stephen
    Feb 2021

  • Many thanks again for the update Rebecca, this is great news - we look forward to the culmination of this and appreciate your regular updates, this has managed our expectations superbly.

    Martin
    January 2021

  • …. a big thank you to all involved in getting the transfer across the finishing line. 90 days doesn't seem like a large window to get everything in place that is required by the legislative process and of course ensuring that the transfer is in the best interests of the client. In the final reckoning we got there and I can now start the journey to a fruitful and flexible retirement in consultation with my own advisor.

    Once again thank you for a relatively painless process…..a special thanks must go out to Colin for his patience and guidance in our zoom meetings.

    Chris
    Dec 2020

  • May I also take this opportunity to thank you, and your colleagues, for the professional, knowledgeable and efficient service that you provided to enable me to process the transfer of my pension fund.

    All the very best for the future.

    Bob
    May 2020

  • Thank you very much for your assistance with everything regarding my pension. The market will be combustible for a while ……… but I do understand there are risks. Once again thank you very much for your support and advice.

    Alan
    April 2020

  • I have found the experience of using your service to be a positive and informative one which I feel has guided me through a complex area, so thanks again.

    Robert
    Nov 2018

  • Thanks so much for your time today, it was very insightful, and I appreciated your expertise and professionalism.

    Jennifer
    May 2019

  • Very happy with the advice I received

    Martin
    June 2019

  • Thank you so much to all of you for your help over the past few months, it is really appreciated.

    Gill
    June 2019

  • I’d just like to take the opportunity to thank you, and the rest of the team for the help you have given me & my wife. I couldn’t recommend you all highly enough as people and professionals and look forward to meeting you again in the future.

    Robert
    Sep 2019

  • Friendly and approachable.

    Mark
    Sep 2019

  • Thank you very much for keeping me informed as to the progress of the review.It is quite refreshing to see such proactive management rather than having to constantly chase.

    Brian
    Aug 2019

pension adviser

Clients advised not to transfer

  • Really useful session and the outcome is that I’d be taking quite a financial hit in return for the ability for S to access this money through a SIPP should I pop my clogs early.

    Simplistically I need to invest the cash now at over 10% pa (post fees) for the next 8yrs to be equivalent at age 60.

    Really helpful and clear, so I’m pleased I did the exercise.

    Stuart
    Nov 2018

  • Thanks for the update on all the information you have supplied thus far

    John
    Jun 2019

Our Introducers

pension introducer

  • D is making memories for her girls, thanks to you and your company.

    An introducer
    Jan 2019

  • Thanks for all you help and, a great job

    An Introducer
    May 2019

  • Many thanks for today’s meeting with S– much appreciated and very informative

    An Introducer
    Aug 2019

pension

Sterling Court, 4 Gresham Road
Brentwood, Essex, CM14 4HN

01277 600518
01277 202233
pip@pipplanning.co.uk

Please be aware that calls to and from our offices are recorded, will form part of our client records and may be used for training purposes.

 

 

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