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.
Many thanks too for all your help at PIP and the regular comms updates - this has been invaluable in keeping us in the loop.
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.
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.
…. 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.
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.
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.
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.
Thanks so much for your time today, it was very insightful, and I appreciated your expertise and professionalism.
Very happy with the advice I received
Thank you so much to all of you for your help over the past few months, it is really appreciated.
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.
Friendly and approachable.
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.
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.
Thanks for the update on all the information you have supplied thus far
D is making memories for her girls, thanks to you and your company.
Thanks for all you help and, a great job
Many thanks for today’s meeting with S– much appreciated and very informative