We have been providing drawdown, annuity and investment advice since our incorporation in 1999. Not many firms can say they have been managing their clients' Pension Drawdown Schemes, along with their investments, for over 21 years. We can, and we have built loyal customer relationships doing it. We are delighted to see that our strategic partner, Fidelity, has been successful in the Investment Week Fund Manager of the Year Awards 2020 (Winner of Global Group of the Year and Asia Pacific ex Japan).
Services
We are proud to have attracted highly qualified and friendly staff to the Pension Drawdown. Our experienced staff come from different academic backgrounds and between them hold a broad spread of professional qualifications. Many hours of study have been invested to achieve them. This demonstrates a high level of technical expertise behind the advice services provided.
As Independent Chartered Financial Planners who have been specialising in managing clients' Pension Drawdowns and Investments since 1999, we have made a commitment to the highest level of professionalism across the industry that is not restricted or tied to any single provider.
Therefore, as a client of The Pension Drawdown Company, you can receive advice on pensions, annuities and investments from across the whole of the market secure in the knowledge that the solution we recommend is truly in your best interests.Using our freedom to work with any provider, we have developed 2 main propositions in response to what our clients have asked for over the years.
Therefore, as a client of The Pension Drawdown Company, you can receive advice on pensions, annuities and investments from across the whole of the market secure in the knowledge that the solution we recommend is truly in your best interests.Using our freedom to work with any provider, we have developed 2 main propositions in response to what our clients have asked for over the years.
In 2012 we were very proud to have been awarded the coveted and prestigious Chartered Financial Planner status. This much sought after award is a symbol of technical competence and signifies a public commitment to professional standards. Specialist knowledge - helps our staff develop their technical knowledge by achieving CII level 6 qualifications.
The Essentials Service is a pension advice proposition supported by Royal London's award-winning Governed Portfolios and Vitality's Risk Optimiser range. As a whole of market firm, we regularly review our preferred providers to ensure they remain suitable for our clients.
Our Advisers will help you plan for your future whilst developing an understanding of pension and investment matters through annual reviews, so that you can feel comfortable that your future is in safe hands.Typically with a 2% Initial Advice Fee and a Total Ongoing Cost* from 0.90%pa, based on a portfolio size of 250,000.
Our Advisers will help you plan for your future whilst developing an understanding of pension and investment matters through annual reviews, so that you can feel comfortable that your future is in safe hands.Typically with a 2% Initial Advice Fee and a Total Ongoing Cost* from 0.90%pa, based on a portfolio size of 250,000.
Select is a pension and investment advice proposition supported by the multi-award winning Fidelity, offering cost effective access to The Pension Drawdown Company's experience of setting up and managing Pension Drawdowns, with Fidelity's global expertise in both asset class selection and external fund selection.
Reviews (10)
David Leaman
Oct 13, 2021
Report
Stephen Greenway
Aug 25, 2021
Report
After leaving my job at a well known car manufacturer, my pension lay dormant for around 8 year's not benefiting from anything.
It wasn't until i got in touch with jon at the Pension Drawdown company did i realize that there was so much more i could do for my pension.
After spending time talking about my objective's and carefully putting together a plan for my investments with jon's team, did i realize how much i had missed out on, letting my company pension stagnate.
All i can say is, it is the "Best Financial Decision" i have ever made.
The Pension Drawdown Company have exceeded all my expectations
It wasn't until i got in touch with jon at the Pension Drawdown company did i realize that there was so much more i could do for my pension.
After spending time talking about my objective's and carefully putting together a plan for my investments with jon's team, did i realize how much i had missed out on, letting my company pension stagnate.
All i can say is, it is the "Best Financial Decision" i have ever made.
The Pension Drawdown Company have exceeded all my expectations
Bob Hazell
Aug 23, 2021
Report
Having retired from the financial services industry (a national firm of IFA's), it became an interesting exercise as to where to re invest my pension funds, as I wanted to utilise an active fund manager, as opposed to passive. After a lot of research I decided that the Pension Drawdown Company was probably one of the best, if not the best company to engage with. In 2012 I transferred my pension funds, and my wife followed me. We had meetings with Roger Easterbrook and Jonathan Walker, the MD, and were impressed. The service that Roger has provided has been outstanding, as has the growth of our
Nigel Adams
Jul 28, 2021
Report
I have no hesitation in recommending the Pension Drawdown Company to anyone who is looking for a professional hands-on approach to their investments.
From day one I have been more than happy with the advice and guidance on my investments and the regular contact I have had with Jonathan and his experienced team. Whether it be advice on investments relating to elections, Brexit or the Covid pandemic they have always kept their fingers on the pulse and ahead of the game and this has been rewarded with a handsome growth in my investments year on year. They are much more than an annual review company
From day one I have been more than happy with the advice and guidance on my investments and the regular contact I have had with Jonathan and his experienced team. Whether it be advice on investments relating to elections, Brexit or the Covid pandemic they have always kept their fingers on the pulse and ahead of the game and this has been rewarded with a handsome growth in my investments year on year. They are much more than an annual review company
Barry Fisher
Jul 28, 2021
Report
I have been a client of theirs since 2013 when I transferred an old Prudential pension to them. I didn't really touch it for a few years until i retired 4 years ago. I transferred my other work private pension in so that it all sat in one place. I have made withdrawals over the last 4 years and the fund is still the same value as it was when I retired and started drawing down. Thanks to the advise and regular reviews with Jon Walker and his sister Suzanne the funds have performed very very well .I trust their advice and they have never let me down. I find the whole team to be very good at their
Sheryl Angus
Jul 27, 2021
Report
I was looking to move my old company defined benefits scheme to a drawdown type arrangement having done a reasonable amount of research myself. I then searched for an independent financial adviser who could help me with this and this, in itself, was a bit of a minefield. In the end a friend recommended the Pension Drawdown Company in Torquay and another company. I looked at both companies websites and have to say that the Pension Drawdown Company's website was very impressive with an excellent level of detail that clearly showed their years of experience. They also appeared to be one of the few
Kevin Moran
Jul 27, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
These guys have been looking after my financial interests for about 10 years now and have done an absolutely fantastic job, even thru crashes and lows they have delivered incredible results. Can’t speak highly enough about them. Keep up the great work
These guys have been looking after my financial interests for about 10 years now and have done an absolutely fantastic job, even thru crashes and lows they have delivered incredible results. Can’t speak highly enough about them. Keep up the great work
K. Stenning
Jun 08, 2021
Report
Flute Piano Tuition
Aug 31, 2016
Report
We received excellent, unbiased advice which has saved us thousands! At no time did we feel under pressure to proceed with our investment option, and now we have, we just wish we had done it sooner!
Fantastic work by the team at the Pension Drawdown company. I will happily recommend you to all of our friends and family.
Fantastic work by the team at the Pension Drawdown company. I will happily recommend you to all of our friends and family.
Ed Rackham
Nov 05, 2013
Report
Very helpful and informative. When I first got in contact I didn't know about or even understand pension drawdown. However, the advisors on the phone are very easy to talk to and explained everything to me in great detail and in such a way that I understood. I have recommended this company to two friends already.