Chose Pensionworks as their transparent pricing and speedy communication made me feel confident they would be able to review my db pension. However, following two weeks of to and fro with paperwork th... See more
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See what reviewers are saying
From initial contact to completing my pension transfer, the Pension Works team looked after me at every step along the way. Alastair's advice was really well considered, looking at all my financial an... See more
Company replied
Alastair Milner provided a very professional service from start to finish. Extremely knowledgeable, undertook a detailed fact find and fully understood what I was trying to achieve. Provide sound, cle... See more
Company replied
Dealing with Andrew Murphy, very professional with a lovely friendly manner that immediately puts you at ease. Very knowledgeable and nothing was too much trouble. Worked to a tight deadline for a... See more
Company replied
Company details
Information provided by various external sources
At Pension Works, it's our job to make sure your pension is working hard and helping to deliver the comfortable retirement you deserve. Many people approach retirement with little idea of how much their retirement fund is worth, whether the pension has been performing well or how to access their money. Whether you're an experienced investor or this is the first time you've thought about your retirement our friendly and professional team of pension experts are here to deliver advice that's always in your best financial interests.
Gold Standard Award
Written by the company
- We've been awarded Pension Transfer Gold Standard by the Personal Finance Society.
- The Gold Standard is a voluntary code of good practice for Safeguarded and Defined Benefit Pension Transfer advice, based around a set of principles so consumers can be more confident they are dealing with a firm that is going above and beyond when giving financial advice and a personal recommendation as to whether to transfer their pension.
Our Guarantee
Expert pension advice, that's always in your best interests
We guarantee that the financial advice we deliver will always be in your best financial interests.
Contact info
Booths Park 5, WA16 8GS, Knutsford, United Kingdom
- 0808 164 2664
- info@pensionworks.co.uk
- pensionworks.co.uk
4.4
Excellent
380 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 100% of negative reviews
Typically replies within 48 hours
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I used pension works for a pension…
I used pension works for a pension transfer advice.my personal advisor Paul Chester Was brilliant on the advice what he gave me keeping me up to date on progress via phone and email which was a complex process on arranging a transfer.the staff were brilliant also
Highly recommended
1 April 2022
Unprompted review
Reply from Pension Works
Good afternoon Mr Ayaz,
Thank you for taking the time to leave us a review - it is always great to read a review from a happy customer. We will share your kind words with Paul, as we are sure he'll be as happy as we are that he was able to help you secure a successful transfer.
Thanks for recommending Pension Works, we will share your review with the rest of the team.
I have used pension works for my pension transfer
I have used pension works for independent financial advice for a pension, thier communication is first class, keeping me up to date on progress via phone and email, staff are really helpful and friendly guiding me through what can be a complex process of arranging a pension
Highly recommended.
30 March 2022
Unprompted review
Reply from Pension Works
Good morning Mr Evans, thank you for taking the time to leave us a review. It is wonderful to hear that you found our communication first class, we pride ourselves on keeping our clients updated as often as possible. We are pleased that we were able to make the process as straightforward as possible for you. Thank you for recommending Pension Works - we will share your review with the rest of the team.
I am very happy with the service I have…
I am very happy with the service I have received from Pension Works. The advisor Derek Winsland was professional throughout and answered all my questions. Everything has been completed in a timely manner. I am extremely happy with the outcome. I will recommend Pension Works to my colleagues.
25 March 2022
Unprompted review
Reply from Pension Works
Good morning Mr Schafer, thank you for recommending Pension Works! It is brilliant to hear that Derek was professional, and you felt all of your questions were answered. We are very happy that you received the outcome you wanted, and what can be a lengthy process, was completed in a timely manner for you! Your kind words will be shard with Derek and the team.
Pension Works have been looking at my transfer.
Pension Works have been looking at my transfer and have been very professional throughout my dealings with them. My advisor, Dylan Davies, was very thorough and happy to answer any questions as well as taking the time to understand my situation. He was always happy to explain the details and reasoning behind his advice. Great service.
24 March 2022
Unprompted review
Reply from Pension Works
Hi Mr Rose, thank you for leaving our team a review! We are very pleased that you felt your situation was considered, and that all your questions were answered. We pride ourselves on our service, so its brilliant that you felt it was great and professional. Your review will be shared with Dylan and the rest of Pension Works.
Great service and great outcome....
I was really happy with the service and the outcome. A great team of professionals who were really helpful and worked to the tight deadline I gave them. The process was really thorough and they took time to explain the detailed reports they generated.
22 March 2022
Unprompted review
Reply from Pension Works
Good morning Mr Chippington, we are very grateful for your kind words. Thank you for being so complementary to our team, it is very important to each of us that we try to meet client’s deadlines whilst remaining thorough and precise. Your review will be shared with the team here at Pension Works.
The PW team were very “on the ball”
The PW team were very “on the ball”, with my application, very thorough, clear and delivered information when promised. I cannot fault the service that I received from them!
21 March 2022
Unprompted review
Reply from Pension Works
Hi Martin, thank you very much for leaving us a review. Its wonderful to see that you had such a positive experience dealing with Pension Works. We are very pleased we were able to help you! We will be sharing your review with the rest of the team.
Helpful and thorough
Very happy with the process, Dylan Davies took time to go through things with me thoroughly, answering my questions and explaining anything I was unsure about. The detail that was produced regarding our joint finances was extremely helpful in clarifying our future needs.
21 March 2022
Unprompted review
Reply from Pension Works
Good morning Mandy, it was lovely to read your review today – thank you for taking the time to share your thoughts about Pension Works. It is great to hear that Dylan was able to answer your questions and make sure the process was clear. It is very important to us that the advice we provide to you proves beneficial for your future, so it’s always great to hear that’s the case.
Great company very helpful and…
Great company very helpful and explained everything to my satisfaction.
15 March 2022
Unprompted review
Reply from Pension Works
Good afternoon, we are very grateful that you have taken the time to leave us a review. It is wonderful to hear that you found Pension Works to be helpful, and that everything was explained to you throughout the process. Thank you again, we will be sharing your review with the rest of our team.
Pension Works Listen
Paul Chester, my advisory, has been very thorough, patient and explained every step clearly whilst respecting my knowledge. The key diferrentiator for me was that Pension Works actually listened and acted on my data - getting to this point with others has been a painful experience but success with Pension Works - thankfully.
14 March 2022
Unprompted review
Reply from Pension Works
Good afternoon Mr Hastings, it has been lovely reading your review – so thank you for that. It is great to hear that Paul was thorough, patient and explained everything clearly to you without coming across as patronising in any way. We are very happy that we were able to help you, and you felt that you were listened to, and your case was successful. We will share your review with the team, and of course with Paul.
Complicated made understandable
Alastair Milner was really helpful in explaining all aspects of a potential DB transfer and ensuring that everything was completed promptly. I’m sure it could have seemed much more complicated than Alastair made it
14 March 2022
Unprompted review
Reply from Pension Works
Good afternoon Mr McPhail, thank you very much for taking the time to leave us a review. It is always great to hear from our clients that the service was made as clear and straightforward as possible, as we are aware that DB transfers can be complicated. We will be sharing your review with Alastair and the rest of the team here at Pension Works.
I've been looking to transfer a…
I've been looking to transfer a relatively small old company pension into my current pension pot. To enable this Pension Works have talked me through the very comprehensive process. Dylan Davies, Financial Advisor has talked me through the process explaining all the issues and potential concerns to enable to transfer to be accepted.
9 March 2022
Unprompted review
Reply from Pension Works
Good afternoon Mr Whiting, thank you for leaving us a review. We really appreciate you taking the time to let others know about your experience with Pension Works. It is great that the process was explained to you, and any potential issues were explained to you. We will share your review with Dylan, and the rest of the team.
My advisor Louise Morgan at Pension…
My advisor Louise Morgan at Pension Works was absolutely amazing. She listened to what I wanted and acted promptly and professionally but most of all genuinely friendly. My wife and I enjoyed our conversations with her. She always summarized our conversations and this made it easy for us to understand everything. I am very happy with Louise Morgan and all the staffs that help me to successfully get the transfer I wanted. I would highly recommend Louise at Pension Works to my family and friends.
9 March 2022
Unprompted review
Reply from Pension Works
Good afternoon Mr Hardial, it was a pleasure to read such a lovely review about Louise. It is brilliant to hear that you found her professional, prompt and friendly. We are very pleased that you were able to get the transfer you desired, and that you would recommend us to your friends and family. Thank you again for taking the time to leave us a review, we are sure Louise will be as chuffed to read this as we were.
Was given good advice to guide me…
Was given good advice to guide me through the pension transfer by Alastair Milner. Helped me through each step and explained things in a way I could understand.
Also Luke Bolger who has kept me informed at each stage of the process , very pleased with the service from Pension Works.
9 March 2022
Unprompted review
Reply from Pension Works
Good afternoon, Mr Conkey, thank you for leaving us such a positive review. As a company, it is always brilliant for us to hear that you felt supported through the process, and you understood the advice you were given. We will be sharing your review with Alastair and Luke, and the rest of the team here at Pension Works.
Louise Morgan
Louise has been extremely helpful with sorting our pensions. She explains everything fully and in a language that is easy to understand. She keeps us updated of everything that's happening and provides realistic timescales. Really appreciate the support
8 March 2022
Unprompted review
Reply from Pension Works
Good afternoon, Lorna, we really appreciate you taking the time to leave us a review. It is wonderful to read such a positive summary of your experience with Louise. We are aware that Pensions and transfers can often be complicated so it is great that you felt everything was explained in full, and in an understandable way. We are really happy that we were able to help you, and we will be sharing your kind words with Louise.
This is a process that was made so easy…
This is a process that was made so easy and simple and Alastair was an absolute star. His communication style was excellent and clear and he made it so easy to understand and follow. Thank you. I would recommend this service to anybody who is interested.
1 March 2022
Unprompted review
Reply from Pension Works
Good afternoon Mr Robinson, it is always great to read such wonderful reviews – it shows our hard work is paying off. We will be sharing your kind words with Alastair, and we are sure he will be very pleased to hear that he made everything clear for you. Thank you for recommending Pension Works.
Highly Recommended
My Advisor, Edward Tee, made the transfer a very smooth process and kept me up to date and fully informed every step of the way. Edward was very patient when I had queries and ensured that I fully understood the process and made me feel very reassured. I would thoroughly recommend Edward and the team at Pension Works.
28 February 2022
Unprompted review
Reply from Pension Works
Good morning Mrs Thompson, we really appreciate your lovely review. We are very happy that Ed was able to make the process as straightforward as possible for you, as we are aware it can be daunting! We will be sharing your review with Ed, as he will be very pleased to hear that he was able to make you feel reassured throughout the transfer. Thanks again for taking the time to leave us a review, we will be sharing it with the rest of the team here at Pension Works.
Great experience from all the Pension Works team at…
Great experience from all the team at Pension Works. The fact finding and reporting feedback from Louise was especially helpful and the frequent updates from Amy during the transfer process where extremely reassuring. Once the recomendation was made to transfer my pension, the team pulled out all the stops to get it done by the transfer guarantee date.
I would highly recommend them.
26 February 2022
Unprompted review
Reply from Pension Works
Good morning Mr Reid, thank you very much for taking the time to leave us a review. We really appreciate your kind words! It is great to hear that you had such a positive experience, and that Louise and Amy were especially helpful in your process. Thank you for recommending us, we are very pleased we were able to help you. Your review will be shared with the rest of the team.
Pension Transfer
Louise Morgan and the team at Pension Works are very helpful and professional in dealing with my pension transfer highly recommend them.
23 February 2022
Unprompted review
Reply from Pension Works
Good morning Mr Maclean, we really appreciate your review. We are very happy to hear that Louise and the rest of the team were helpful and professional in your transfer process. It is always a success for us when a client recommends us to their friends and family – thank you very much.
We will share your review with the team
DB Pension Transfer
Pension Works team of people and my advisor Stephen Perkins have been absolutely first class with all the aspects of my pension transfer . Very happy and have already recommended them to a family member and friends .
23 February 2022
Unprompted review
Reply from Pension Works
Good morning Keith, thank you very much for taking the time to leave us such a great review. It is brilliant to hear that you had such a positive, first class experience and that you’ve already recommended us to your loved ones. We will share your review with Stephen and the rest of the team.
Pension Transfer
My advisor Joshua Travers was very professional and friendly he made me feel at ease during our telephone appointments, Joshua checked my understanding throughout the procedure, he was very prompt with all appointment times and follow-up Emails. I will definitely recommend Pension works and Joshua to my family and friends.
22 February 2022
Unprompted review
Reply from Pension Works
Good afternoon Mr Mcdermott, thank you very much for leaving us a review. It Is brilliant for us to hear that you would recommend both Joshua, and Pension Works to your friends and family. It is important for us to make the process as clear and simple for our clients as possible, so we are pleased to hear that you were made to feel at ease and that it was ensured you understood the whole procedure. We will share your review with the rest of the team.
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