The Pension Planner Reviews 

Shane Kao helped me decide what to do with my pensions in preparation for my retirement in 2026. All the options were clearly explained and I am happier knowing that everything is now in place. Shane and Sheryl were always on hand when I had any questions. I would recommend their services in the future.

Before my Pension Planner meetings I was very unsure about the options for my additional pension and what was right for me. Craig went through the options in a simple, jargon-free way enabling me to make an informed decision. The report that was compiled was thorough and, having made a decision, I feel that I am being well supported and I know I can get in touch with any queries.

My husband and myself had a couple of pensions each which we had absolutely no idea what to do with. After speaking to a family member and asking for their advice, we were put in touch with Nick at the Pension Planner. From our initial telephone call to our first face to face meeting, we felt one hundred percent comfortable and at ease. Nick took all our figures away with him and after a couple of weeks he returned to us with a consolidated pension for us both. Nick is so friendly and made us feel so comfortable while also being so professional and making us feel like we are in very safe hands. Everyone we have spoken to at the Pension Planner have been excellent and we wouldn't hesitate to recommend their services to anyone needing help and advice. They are, in our opinion absolutely first class.

Advice was clearly explained, timely and at no point felt like a hard sell. I had a number of worklplace pensions and was looking for advice on consolidation alongside retirement planning. Craig was thorough, patient and very helpful. I was reassured about the process and also learned a little about my tolerance to risk, which was a surprise. I feel I am in control of my retirement planning, but supported by excellent advice and regular updates. Well reccommended

Shane Kao explained the pension options available to me and was patient whilst I came to a decision. Someone with The Pension Planner team was available whenever I had a query.

I recently had the pleasure of working with The Pension Planner, and I couldn't be more satisfied with their service. Shane, in particular, was accommodating throughout the entire process. He provided clear and concise explanations that made complex pension details easy to understand, ensuring I felt confident in every decision I made.
The communication was seamless from start to finish, with prompt responses and proactive updates that kept me informed. Shane’s expertise and personable approach made the experience stress-free, as he tailored advice to fit my specific needs and financial goals.
I highly recommend The Pension Planner for anyone looking for knowledgeable and reliable pension advice. Thanks to Shane’s guidance, I now feel secure about my financial future and am grateful for his personalised attention.

I know a little about pensions and retirement planning, but I am a long way from choosing it as my specialist subject on Mastermind!
I have found the advice and guidance I have received from The Pension Planner invaluable, therefore.
Nick, my dedicated financial adviser, has always been helpful and available and ready to answer all my questions.
I first contacted The Pension Planner in May and have no regrets at deciding to become a client.

The team is easy to work with and have helped me organisation my pension to give me more confidence about my retirement.

Excellent and friendly service from Holly, who talked me through my pensions and options in a way that was easy to understand. I wouldn't hesitate to reach out again!

Great service from the Pension Planners. Shane Kao talked me through my newly retired pension plans in a way I understood all my options & could make well informed choices. All the required paperwork was promptly sent & when uncertain Shane went through completion step by step with me. Updates on progress were kept up by Sheryl Wood. This made a daunting step easier to take. Would recommend Shane Kao & the Pension Planners to my friends.

I was recommended by a work colleague to this company. I had a very good experience with them.
Received very good advice from them and and assistance throughout.
Can highly recommend them.

Nicholas Pratt and the team gave me excellent advice and made me realise I am not as risk averse as I thought I was. All options explained clearly and all services completed as explained. Highly recommended.

Excellent
Shane Kao and Chris Minter provided a thorough and professional service, guiding and supporting me through the best next steps with my AVCs to secure the optimum option for my future pension needs. They were very patient, extremely informative and quick to follow up on my questions and uncertainties. I would highly recommend their services.

Shane Kao steered me through what felt like a pension minefield after my husband's death. He explained everything patiently and clearly. I felt a genuine care for me and my family. The written report was super thorough and I trusted his recommendations. Chris Minter was an excellent back up - I felt nothing was too much trouble. It felt quite scary just choosing a financial adviser from an online list but I can reassure anyone feeling the same that you will be in safe hands with Pension Planner
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Shane Kai and Chris Minter have been brilliant at sorting my annuity for my pension for me. I am delighted and highly recommend their professional services.

We have been receiving Financial advice from the Pension Planner for many years. We are always pleased with the advice given, the simple explanations of the various options available to us. We are now nearing retirement and Nicholas Pratt has helped review all our finances and plan our changing circumstances, taking into account the fluctuating markets, our personal budgets and the tax situation. We look forward to our continued meetings

Pension planner was recommended by a friend.
My planner Shane keo was knowledgeable about what I should invest in. He spent time explaining the details.
Good follow up meetings.
Very happy with the service

After contacting several companies to help sort my pension out I finally settled with The Pension Planner. I made this decision because from the first phone call Nick put me at ease and was always available to answer any queries I had. Chris was great at keeping me updated with how things were progressing with the transfer of funds. The whole process was made as stress free as possible and would highly recommend using them.

I was introduced to the Pension Planner via a website when I needed help recently with a maturing Pension. I explained the issues I was having, and Shane Kao contacted the Pension company dealing with the issues and advising on the policy. I was happy to have experts looking after my affairs. I also had some other pension policies which Shane and Chris Minter were happy to help with. They were always there to listen to my questions and give sound advice. I highly recommend their company.

The service I received from this company was truly excellent. I'm 58 years old and had 2 Seperate pension pots that I wanted to move into a single pension that I could access as and when I wanted.
After contacting them via their website I was promptly contacted by Chris Minter (administrator) who asked for a brief outline of what I was looking for and then he arranged a meeting with one of their financial advisers and pension specialists named Shane Kao.
I met Shane at their offices although this could also be done over the Internet if preferred. Shane was first class. We discussed in depth my current financial situation, my requirements, my attitude to risk etc and a couple of weeks later Shane had complied a very detailed report along with his recommendations. Along the journey both Chris and Shane were easy to contact should any questions arise. They were both superb. They both kept me well informed every step of the way.
This was a very big step for me to take and I was a little nervous but I am so pleased that I chose this company to guide me.
After the process was complete their follow ups were much appreciated and both are available for further advice should I need it.
I cannot recommend The Pension Planner highly enough. 5 stars without a shadow of doubt.