Making decisions about your financial future is an important step and one that Pensionlite can help you with - whether you want to drawdown on your investment or maximise your current pension pot. At Pensionlite our staff and advisers have amassed over 140 years of experience in the financial industry between them.
We pride ourselves on building strong relationships with our clients which helps us to establish the reasons people are seeking pension advice. Our team of expert advisers will offer high-quality personalised pension advice and recommendations by post, email, telephone and SMS as well as face to face, at your convenience.
We pride ourselves on building strong relationships with our clients which helps us to establish the reasons people are seeking pension advice. Our team of expert advisers will offer high-quality personalised pension advice and recommendations by post, email, telephone and SMS as well as face to face, at your convenience.
Services
We are Financial Planners providing pension, investment, protection and wealth management advice to United Kingdom resident clients and commercial entities. Our coveted corporate Chartered status is a commitment to our overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and our employees.
At Pensionlite we can also help protect your family and loved ones in the event of serious illness or death. A final salary pension transfer is where you agree to leave your employer's defined benefit scheme in exchange for a cash transfer to another pension. With a pension drawdown you will have more control over your retirement income, as you decide how you want to take your pension.
By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve. At this stage you will find out what to expect from us and how you may benefit from using us.
As specialists in retirement planning with a proven history of providing sound financial planning advice, we're well placed to advise on Final Salary/Defined Benefit pension transfers.
The benefits offered by a Final Salary scheme mean that transferring money out is a decision that can only be made after careful consideration of your financial circumstances, retirement plans and what your future may look like if you decide to transfer compared to taking benefits from your scheme.
The benefits offered by a Final Salary scheme mean that transferring money out is a decision that can only be made after careful consideration of your financial circumstances, retirement plans and what your future may look like if you decide to transfer compared to taking benefits from your scheme.
Reviews (10)
Rob South
Aug 17, 2018
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The service has always been very, good with easy to reach reports and information on your pension fund.
A pension fund manager is available for more information & advice should this be required, before making any changes to the pension funds.
The review periods are well placed, with the reminder making sure that you make the time to check things over on what is a very important investment pension fund.
A pension fund manager is available for more information & advice should this be required, before making any changes to the pension funds.
The review periods are well placed, with the reminder making sure that you make the time to check things over on what is a very important investment pension fund.
Chris Hood
Dec 20, 2017
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I learned of this company during a transition period between one employer and another. I'd built up several small pension pots and wanted to know if it would be worth combining them. As it turned out, it did and I'm pleased I did so. Their advice has always been sound and my pot began growing faster than I could have expected. Thanks guys
Graham Seston
Nov 12, 2017
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I'm confident my pension pot is in safe hands.
I experienced an extremely professional and beneficial service from Pensionlite and have found them to be very reliable and efficient. Same day replies to all my questions.
Alex has always been very friendly and everything was explained very clearly to me.
The whole pension transfer process was made very easy and with an excellent “bedside manner”.
I experienced an extremely professional and beneficial service from Pensionlite and have found them to be very reliable and efficient. Same day replies to all my questions.
Alex has always been very friendly and everything was explained very clearly to me.
The whole pension transfer process was made very easy and with an excellent “bedside manner”.
Martin Etheridge
Nov 11, 2017
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I moved my existing pensions to a Pensionlite several years ago. The initial transfer service was easy, with no pushy sales pressure involved. Pensionlite provided all the information I needed to make my own, informed, decision. They regularly review my plans, which I can also access online, to recommend any changes. At other times they never pester me or try to sell me anything, but I know that if i require further advice, they are only a phone call away. As I approach retirement this is very comforting.
Chris Wheatley
Nov 04, 2017
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I have used Pensionlite to transfer my existing pension and at all times I am convinced they have had my best interests at heart. Their diligence in assessing the best time to move saved me a considerable amount of money. They kept me informed by email/telephone at all times and someone was always available to talk to, I would not hesitate to recommend them to friends/family.
Ali Allport
Oct 20, 2017
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I have nothing but praise for Pensionlite. Andy and his excellent, switched on team have given me demonstrably sound recommendations and allayed all my fears about my pension and my future expectations. They keep me informed about regulatory changes and how they affect me and they respect my circumstances which, though meagre in the scheme of things, are treated with utmost discretion and efficiency. Excellent communication and friendly prompts to action. Best click on the net!
Gordon Sangster
Sep 28, 2017
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I transferred a pension which had been stagnating for a considerable time to Pensionlite in 2012 and with their help and guidance have achieved a 40% growth on same, quite a remarkable achievement as I have not contributed any further payments myself to the fund. Within the company I have found anyone I have had dealings to be both knowledgeable and helpful especially Alex who looks after my account. Kudos Andy Hawthorne you have a great team whom I would recommend without reservation to any prospective clients.
Kevin Gyton
Aug 23, 2017
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I have been with Pensionlite for a good few years and have found them very efficient and informative.. They helped in amalgamating several of my personal pensions into one investment fund. They regularly monitor my fund and make sure that I am happy with it's performance. There is always someone at the end of the phone should you need advice or help. I would certainly recommend Pensionlite should you be thinking of your future retirement.
Steven Cooper
Jul 24, 2017
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I switched my pension to pensionlite years ago after it was just stagnating where it was. I have found them to be excellent all round in the service they offer and the ongoing management of my pension has allowed it to grow significantly. I would thoroughly recommend them to anyone who is seeking advice or wants to have their pension actively managed. Communication with them is easy and i have found them to be a very professional company to deal with.
Ian Smith
Jun 26, 2017
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I have been with Pensionlite for over eight years. They conducted a thorough review of all my pensions and recommended which to leave alone and which to move to a managed fund. That fund has continued to grow beyond my expectations. I receive quarterly reports and having access to the calculator is great. I could not recommend them enough.
