UK's largest broker Retirement Line is the UK’s largest annuity and pension income broker
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It is a once in a lifetime decision to use your pension pots to buy a suitable annuity and one which I had no experience of. Tom Handley provided professional advice regarding the best annuity available and made sure I had received advice as recommended by the Government. The process of requesting the funds from each pension provider and transferring them to the annuity provider was handled by Tino and Mandy who made the transaction simple and kept me well informed. I would thoroughly recommend this company and in particular these three professionals.
I found both Mollie and martin Very professional and both where very knowledgeable. They made the pension experiences run smoothly and I received my pension on the month that I requested. All in all it was very stress free. Warmest regards to them both. Mr Giuseppe Falco
Retirement Line provided an excellent service for me, with Ed Starling giving concise and very helpful guidance, both by phone, email and in writing, on types of annuities available and the best rates on the market. Tony Muchirohondo arranged the very speedy transfer of my pension fund to my new annuity provider - that took only two weeks! I was very impressed by the level of professionalism shown by both consultants and their superb efficiency. I can thoroughly recommend Retirement Line!
I had not really considered an annuity as I had erred more towards draw-down on investments. To ensure I covered all bases and explored all options, I got a generic on-line quote from Retirement Line, and as anticipated I got a call back to discuss the quote. Joshua Lawson made this initial call and I found him to be courteous and professional. I was about to retire on the grounds of ill health and within a short time we had some provisional quotes which were of interest to me. He was careful to stress that full medical disclosure would be required to get a firm offer; he was sensitive to my situation and never pushy. All contact was by arrangement and adhered to. I was very pleased with the final offer, but checked annuity rates with another financial provider to see if it could be bettered – it could not as the volume of their business appeared to mean Retirement Line could offer preferential rates compared to the competition. The transition of funds from my pension pots was then handled by Terry Finch, and this went very smoothly and more quickly than expected. At one point monies “disappeared” unexpectedly from one of my pension funds, but Terry was available to reassure me it was part of the ongoing process and nothing sinister. Would recommend Retirement Line as it has worked for me.
Retirement Line helped me out with my personal pension and offered me many quotes. Initially,Oliver Prescott offered me my quotes and was patiently waiting on my decision of my best option. Then Terry Finch took over and swiftly got my policy up and running with the pension company of my choice. I would totally recommend Retirement Line.
The guys I dealt with couldn't have been more helpful. They explained the process in easy to understand language (it can be a minefield if you're unsure), taking time to clarify anything I wasn't clear on. They kept me informed throughout the process, and talked me through anything extra that required my attention. More importantly, I got a much better outcome financially than if I had tried to go through the process myself. And once started, I was pleasantly surprised at how quickly it was completed. All in all, a very painless experience.
Never pushed into doing things we didn’t need. Both Calum Cooper and Tom Handley were happy to listen to our needs. They put me in touch with Pension Wise to get unbiased guidance which did help us. As the annuity’s were found they kept us up to date with the progress.
All round great service. Initially from Thomas who explained options available and I was under no pressure. After choosing the plan that suited me Mollie dealt with the administrative side. Regular updates and quickly sorted.
The transfer was seamless. I was kept informed at every stage of the process by Tony and Jasmine. This reassured me that I had chosen the right company to purchase my annuity. I would highly recommend Retirementline.
I could not rate the service more highly. My consultant, Will, was first class, put me at my ease and made the start up process extremely easy. After that everything was wrapped up very quickly by Jamar. Outstanding.
Retirement Line handled my purchase of an Annuity with Canada Life using funds from a defined contribution pension with Fidelity. Both my initial contact, Annuity Specialist Joshua Lawson and customer contact Terry Finch were helpful, kept me informed and the transfer of funds from Fidelity to Canada Life happened smoothly and quicker than initially expected.
Excellent service. Communication was great. Helped all the way with the process. Joshua and Mollie were really the best you can ask for. Quick and efficient transfers and assistance. Would certainly recommend to anybody looking pension assistance. Thank you to all the team.
What a great company! We engaged Retirement Line to sort out a fixed term annuity from our pension pots. The process was entirely painless, managed in our case by Ben Payne & George Gilbert who saw the process through from end to end. Not once did we have to chase anything, weekly updates passed by email were accurate and honest, things happened when they should, our tax free cash arrived in our bank accounts, and I have just received my first pension payment ! I cannot recommend these guys highly enough, in a world where customer contact is to be avoided at all costs, Retirement Line kept in touch for the whole journey. Great work team
Friendly staff & were kept informed all the way. Joshua & Mollie gave exceptional service to both of us.
Danny sorted out my annuity and initial paperwork and then Jasmine did all the following adminstration, she kept me informed at all stages of the transfer, they were very efficient and helpful.
I was recommended to Retirement Line by my financial advisor. The advice that I received from Josie was tailored to my needs and very comprehensive. Mollie who processed my annuity was incredible efficient and thorough. I am happy to provide this review because it I had an excellent service.
Easy transaction, professional in every way! Rick and Tino explained all options and took care of all paperwork and correspondence!
Josie Thomas, the broker, and Jasmine Soulby, who looked after the administrative side of the application - worked very well together, and I felt reassured and in capable hands by their expertise and prompt replies. I have no hesitation in recommending Retirementline to anyone looking to purchase an annuity.
I found the company very helpful, unlike another who were very pushy and tried to get me to go down a path that would have been more lucrative for them but was not in my best interests. In contrast, George and Mollie were always courteous, helpful and clear in taking me through every stage of the process, from explaining my options and the application process, to keeping me updated on the progress of my application once it had been submitted. I was very happy with their service and would recommend Retirement Line.
Juniper
Dec 17,2024I had spent hours of completely opaque calls on the approaching maturity of my AVC pension, and what should happen next. It was excruciating having to listen to incomprehensible 'reading of the script' calls, in which it was hard to follow what exactly was being said and how it was relevant to me. Not helped by its maturity date of a week after the budget. Really frightening. I looked up Retirement Line, saw trustpilot reviews, and received very promptly a folder containing some very clear information about the sorts of choices I had, with a contact card. I read it and then called and was surprised and relieved to speak with Tony Jarman who was commonsensical and most importantly I could understand what he was saying! The whole process was clear and I soon knew exactly what I would do. It seemed too good to be true. I then went through the process and was passed on to Calum Cooper for the admin part. I was told it could take 8 -12 weeks to receive my money/ new annuity set up. It was all done within 6 weeks. I cannot thank them enough for their efficiency, good humour and hard work. A job really well done. I'm very grateful.