Pension Wise
Pension Wise is a financial services company located in London, England. They specialize in providing superannuation consulting services to clients, as well as offering support for local government and pension offices. Pension Wise is committed to serving the public sector and society as a whole, providing valuable financial services to those in need.
Introduction to Pension Wise
Pension Wise is a company that helps individuals plan and manage their pension funds. Established by the UK government in 2015, it is a unique service that offers free and impartial guidance to anyone over the age of 50. Pension Wise aims to educate people about their pension options and help them make informed decisions about their retirement plans.Services & products
Pension Wise offers personalized guidance sessions in person, online, or over the phone. Customers can expect to receive information and advice on how to access their pension savings, the different types of pensions available, and the tax implications of pension withdrawals. Pension Wise also provides practical guidance on how to shop around for the best deal and avoid scams.Location
Pension Wise is located in the heart of London, on Holborn. The area is known for its bustling atmosphere and diverse range of businesses, including superannuation consultants, local government offices, and pension offices. There are plenty of restaurants, cafes, and shops in the area, as well as cultural attractions such as the British Museum. The closest public transportation options are Chancery Lane station (0.2 miles), Holborn station (0.3 miles), and Farringdon station (0.5 miles).Benefits
Customers should choose Pension Wise because it is a government-backed service that offers impartial guidance and advice. The company has a team of experienced pension experts who can help customers navigate the complex world of retirement planning. Pension Wise does not sell any financial products or services, so customers can be assured that the advice they receive is unbiased and in their best interests.Good to know
Customers should be aware that Pension Wise is not a financial advisor and does not provide financial advice. Instead, the company offers guidance and information to help customers make informed decisions about their pension plans.Reviews
Customers have praised Pension Wise for its impartial advice and helpful guidance. Many have found the sessions to be informative and useful in planning their retirement. Some have noted that the service can be busy and that it may take some time to get an appointment. Overall, customers have had positive experiences with Pension Wise and recommend it to others.Amenities
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financial advice -
retirement planning
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investment strategies
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tax planning
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pension advice
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risk management
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estate planning
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insurance
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wealth management
FAQ
What services does the local government office provide for the community?
At Pension Wise, we do not provide services for local government offices. We are a financial services company that provides superannuation consulting for individuals.How do you determine the best superannuation strategy for each individual client?
We determine the best superannuation strategy for each individual client by taking into account various factors such as their age, retirement goals, risk tolerance, and current financial situation. We work closely with each client to understand their unique needs and develop a customized plan that suits their specific circumstances.What is the process for filing a complaint or concern with the local government office?
As mentioned earlier, we do not deal with local government offices. However, if you have a concern or complaint about our services, you can contact us directly through our customer service channels. We take all complaints seriously and will work with you to resolve any issues as quickly as possible.How does the local government office handle public records requests?
We cannot speak to how local government offices handle public records requests, as this would depend on the policies and procedures of each individual office. However, at Pension Wise, we take data privacy and security very seriously and have strict protocols in place to protect our clients' personal information. If you have any questions about our data handling practices, please don't hesitate to contact us.Can you provide references or testimonials from satisfied clients who have used your services for superannuation consulting?
Yes, we would be happy to provide references or testimonials from satisfied clients who have used our services for superannuation consulting. Please reach out to our customer service team and we will be happy to provide you with relevant information.Reviews
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Mick Berry
Have just had a phone appointment with Robert from pension wise. He was extremely helpful, he explained everything I need to know was patient and calm talked me through all my options and I left understanding alot more then when we started.
27-04-2023
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JD O'Madden ESQ
27-03-2023
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Linsey McNeill
Wasted 5 mins holding on the line then a further 10 minutes providing all of my details to a call handler in order to arrange a phone or face to face appointment, only to be told at the end that they have zero appointments available. What is the point of the govt. advertising this as a free pension advice service when it's unable to provide any advice?
27-03-2023
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Astal Errin
Completely useless. I can do a better job researching myself online and I seriously question what is this service actually good for ?
27-03-2023
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Paul Buckley
Free but useless
27-02-2023
