moneyhelper.org.uk (incl. pensionwise.gov.uk) Bewertungen 

The adviser that I spoke to was very helpful in answering my questions in a clear & simple manner.

Helpful and informative service from start to finish. Was furnished with all I needed to know to make an informed decision on my options. All staff I interacted with were pleasant, professional and knowledgeable.

Easy to get through to a knowledgeable person who gave clear answers that helped me decide what to do. They were clear on the extent of their knowledge and where their answers left points I still needed to look into.

Comprehensive and impartial pension guidance
Helped navigate the complex issues that can arise around pensions
Friendly and professional throughout the appointment and answered the many questions in a logical and structured format
General overall guidance but also tailored to my personal circumstances
I finished with a very clear understanding of the way forward
I cant recommend this service enough to anyone wanting to navigate what can be a technical and often difficult to understand subject

I was not able to be connected by telephone as I live in Indonesia. However, a solution was quickly provided and a second appointment has been arranged using MS Team.

I needed a medically, complicated travel insurance policy and I was given 4 options. The first one I tried was able to provide what I needed.

MoneyHelper is an incredible service. Very easy to access. The professionalism and knowledge given outstanding. Pensions can be so complicated to understand; I could not have made decisions about my retirement without their help.

just go straight to a financial advisor and save your time

Adviser was knowledgeable, friendly and made me more relaxed about sorting my pensions.

If you are confused by your pension simply contact Pensionwise and everything will become clear and simple

Called off the cuff to cancel my PensionWise appointment due to a funeral. The information and professionalism of the guy I spoke with was awesome. He helped me to make my own
”informed” decisions. Great service, thank you.

Awful experience. Felt patronised and the guidance was absolutely useless. I asked to end the call after 10 minutes as I got a little bit upset. The advisor was awful and had no patience. Horrible experience.

Very helpfull and clear guidance. Be ready with a list of questions and pad for note's to digest later. Time goes quickly.

Made my appointment online which was really straightforward. Received reminders as the appointment approached and a list of info to get ready to make it easier for the advisor to help me, things like finding out what my state pension entitlement is and the current value of my personal/work pension pots. The call came right on time, used the password I gave them so i knew it was legitimate and not a scammer. The advisor works for the CAB and was friendly, polite and very knowledgeable. I explained my situation and then we went through my options, explaining my tax liability and I had all my questions answered. The call lasted an hour and I would absolutely recommend the service as it was first class.

I phoned money helper they took details asked what i needed information for we discussed this in detail and the advisor came back with all the information needed. The phone call was followed up by an email with links and or telephone numbers to contact the organisations needed whats not to like about that

Phoned as I had one question regarding finances. The person asked many questions then put me on hold while they spoke then ended the call. Tried to call back twice but both times the call was ended as soon as it was picked up. Unfortunately, it was a waste of time.

I had some pension and tax questions and struggled to get the clarity on the HMRC line (probably my fault). Came across Money Helper who after a short web-chat resolved my problems.

The advisor was very professional and understanding of my limited financial knowledge with pensions, by the end of our conversation I knew how to proceed.

The information I received was useful to back up the documents I already had from my pension providers. Several points were mentioned that I had not previously thought about. The meeting is free and lasted about an hour - I would recommend anyone to take advantage of the service.

I received excellent, detailed pension information from a professional and knowledgeable advisor - along with a follow-up summarising our discussion in generic terms. Extremely helpful to say the least!