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Investment Services

TPT Retirement Solutions

TPT Retirement Solutions is a company based in Leeds, England that specializes in Investment Services and Financial Services. They are committed to providing their clients with expert advice and personalized solutions to help them achieve their financial goals. With a focus on retirement planning, TPT Retirement Solutions offers a range of services to help individuals and businesses make informed investment decisions.

Introduction to TPT Retirement Solutions

TPT Retirement Solutions is a company based in Leeds, England that provides investment and financial services. The company has a rich history dating back to the early 1940s when it was first established with the purpose of providing pensions to those working in the higher education sector. Today, TPT Retirement Solutions continues to be a leading provider of investment services, with a unique focus on sustainable and responsible investing.

Services & products

TPT Retirement Solutions offers a range of services to its customers, including pension schemes, investment management, and trustee services. The company is committed to providing sustainable and responsible investment solutions that align with the values and principles of its clients. Customers can rely on TPT Retirement Solutions for expert guidance and support in managing their financial future.

Location

TPT Retirement Solutions is located in Verity House, 6 Canal Wharf, Holbeck, Leeds LS11 5BQ, United Kingdom. The area surrounding the office is a bustling business district, with a mix of commercial and residential properties. Customers can expect to find a variety of businesses in the area, from cafes and restaurants to financial institutions and professional services. The office is conveniently located near public transportation options, including the Leeds train station (0.8 miles), the Leeds Coach station (0.7 miles), and the Holbeck tram stop (0.3 miles).

Benefits

Customers should choose TPT Retirement Solutions for its commitment to sustainable and responsible investing. The company's investment solutions align with the values and principles of its clients, and its expert guidance and support can help customers make informed decisions about their financial future. TPT Retirement Solutions is a trusted and reliable partner for those looking to secure their retirement and achieve their financial goals.

Good to know

Customers should be aware that TPT Retirement Solutions is focused on serving the higher education sector and its employees. While the company may not be the right fit for everyone, those working in this industry can benefit from its specialized expertise and tailored solutions.

Reviews

Customer reviews of TPT Retirement Solutions highlight the company's commitment to sustainability and responsible investing, as well as its expert guidance and support. Customers appreciate the personalized attention they receive from the company's advisors, and many feel that their financial needs are being met in a responsible and ethical way.

Amenities

  • amenity
    financial planning
  • amenity
    retirement planning
  • amenity
    portfolio management
  • amenity
    financial education
  • amenity
    wealth management
  • amenity
    asset allocation
  • amenity
    risk management
  • amenity
    insurance services

FAQ

What types of investment products do you offer?

We offer a range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Our investment products are designed to meet the needs of our clients, whether they are looking for growth, income, or a combination of both.

What is your minimum investment amount?

Our minimum investment amount is £500. We believe that everyone should have access to investment services, and we have set our minimum investment amount at an affordable level to make investing accessible to more people.

What fees do you charge for your services, and how are they calculated?

We charge a fee based on a percentage of the assets under management. Our fees are calculated on a sliding scale, which means that the percentage decreases as the amount of assets under management increases. We believe that our fee structure is transparent and fair, and we are committed to providing our clients with value for money.

Can you provide examples of past performance for your investment portfolios?

We can provide examples of past performance for our investment portfolios. However, it is important to note that past performance is not a guarantee of future results. We encourage our clients to focus on their long-term investment goals and to work with us to develop a personalized investment strategy that is tailored to their individual needs.

How do you develop an investment strategy for your clients?

We develop an investment strategy for our clients by taking into account their investment goals, risk tolerance, and time horizon. We work closely with our clients to understand their financial situation and to develop a personalized investment plan that is designed to help them achieve their long-term financial goals. We also monitor our clients' portfolios on an ongoing basis and make adjustments as needed to ensure that they remain on track to meet their goals.

Reviews

  • David

    Whatever you do, Do not put your pension with this company . Me and my dad are so close to contacting my lawyer over the way they are handling my mothers pension . She passed in February 2023 . Asked for an orginal death cerifcate ( according to my lawyer you don't have to send an orginal ) . Anyway we did and this death certicate managed to somehow get lost . So we had to pay £10 for another one . We now have to send another 3 birth cerficatesfor children and a marriage certicate . Why would this even matter when my dad is the sole name to claim the pension . Life insurance took 5 days this is taking months .Also noted on the letter was they don't by law have to pay out the pension which is bascially theft . If this goes on any longer expect a claim via the courts

    29-04-2023
  • Tasha Billington

    I phoned TPT several times as I was experiencing log in issues. Both times I was put through to the same person, Laura, Scottish accent, who was absolutely lovely, very helpful and great customer service. It's a shame it's not been the same experience across the board for everyone else. Ask for Laura, she's a star.

    29-03-2023
  • david banks

    am in the prosses of drawing my pension pot 1 thing after another says my documents would be on the system in 2 days still waiting 2 weeks later if was to recommend a pension company it would not be these 10/02/23 seams posting here you get a quicker response than through your msg service 16/02/23 what a joke phoned 15/02/23 again to find nothing has been possessed since last phone call then today received a email stating that a complaint has been logged and would take upto 20 days to look into Seriously keep away from this company

    28-02-2023
  • Daniel Chica Prevatt-goldstein

    Hands down the worst customer service I have experienced in the last decade. Something that should have taken a few weeks and been perfectly straightforward took over 6 months and huge amounts of unnecessary time, energy and frustration. So glad I did eventually manage to transfer my pension to another provider and therefore will never have to interact with this organisation again. Do yourself a favour, pick literally any other provider and save yourself a mountain of stress.

    28-02-2023
  • Graham Pollitt

    Cant log in to my account. Sent me link to update password. Did this but said account temporarily unavailable 😕

    29-10-2022
  • Thomas Hague

    29-10-2022
  • June Salt

    It would be better to be paid my pension Monthly rather than 3 monthly. This would make it easier to budget especially now during all of the financial uncertainty at the moment .

    29-10-2022
  • Chas Summers

    What a pity you don't get to choose who looks after your pension funds. If i could, I would avoid this company. Since having a DC pension set up had problems with the website Retirement Solutions. Cannot view documents , cannot view contributions etc. Contacted company only to get automated email. After contacting my employer about the issues got an email to say the issues had been sorted. Still waiting for that to be sorted.Now have an issue where I cannot log into site on another device despite the correct login details being the same. Doesn't bode well in future if people like next of kin need to know how to access your pension.

    29-09-2022
  • Adrian Prota

    I found the call handlers extremely polite, respectful and completely professional in a time when excellent customer service is a rare thing. Excellent service delivered by well trained high quality staff!

    29-07-2022
  • Mallette Smith

    I received information regarding my pension and what my sum will be if I choose to cash it in, What I found very interesting and extremely helpful was the clear examples of how much money you need to live on and if you can afford to retire, this was a real eye opener for me and seeing it in black and white made me think about my retirement, plus the options they give you if you want to reinvest something I will most likely do.

    29-07-2022