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

Pension Transfer Client Testimonials

Don’t just take our word for it

See what our clients and introducers have to say about Pension Income Planning Ltd.

At Pension Income Planning Ltd we pride ourselves on providing an exceptional service to professional introducers and our clients, but you don’t just have to take our word for it. Read what our clients have to say about working with us.

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.

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.

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.

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.

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.

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.

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.

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.

Nov 2018

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

May 2019

Very happy with the advice I received

June 2019

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

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.

Sep 2019

Thank you Rebecca, and thanks to everyone I dealt with at PIP for their professional and diligent service.

Oct 2023

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.

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.

Nov 2018

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

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

Thanks for making the rather convoluted process as easy as possible. Your whole team were very competent, friendly and responsive and genuinely did make me think through the decision in proper depth, which was reassuring.

Thanks for the good wishes.


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Pension Income Planning Ltd, Sterling Court, 4 Gresham Road Brentwood, Essex, CM14 4HN

Call us: 01277 600518

Email us:

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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