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I'd like to put on record my appreciation for the very professional support you and your team have given me. These important decisions are not easy, indeed are complex and with many different factors to be assessed. The information and documentation provided was very helpful in explaining these and whenever I had queries, they were responded to promptly, transparently and in detail. In our conversations I was very impressed by your very detailed knowledge of pensions which helped put into context your response to any particular point. I have always found the Siemen’s pension team very professional and they clearly found the right adviser in The Retirement Adviser to support members throughout this process.
Now that the Oxfam Pension Scheme pensioner PIE has been concluded, I'd like to thank all concerned at The Retirement Adviser for helping make it such a successful exercise. Our Pensions Committee, retired Finance Director Bob Humphreys, and Treasurer David Pitt-Watson all send their congratulations on achieving a very worthwhile reduction in OPS liabilities while feeling we have been fair to pensioners.
Allied Textiles selected The Retirement Adviser as the IFA to give advice to members on opportunities being offered by the Company. The Retirement Adviser was selected after a beauty parade on the basis of its process and approachability. The key question was ‘Would we be happy for our own grandmother to speak to them?’ The answer was a definite ‘yes’. It was felt that members would feel comfortable discussing matters with them and that their approach to assisting members in the information gathering stage was vital. During the process, regular, succinct feedback was received on progress to date. Apart from this very little communication was had with The Retirement Adviser during the process i.e. it did not absorb a lot of company time which was a good thing! The only instances of communication were in relation to specific problems/unusual cases.
All the staff our business have dealt with at The Retirement Adviser have been professional, understanding and extremely accessible. They take the time to understand our business requirements and those of our employees. The friendly staff are very much welcomed in our offices and consultants have built up a great relationship over the years. We always feel in safe hands with The Retirement Adviser and receive honest and straight forward advice. Nothing is too much trouble for the staff at The Retirement Adviser and we are looking forward to continuing the great relationship we have with them.
I am a corporate actuary working with employers who have defined benefit schemes. Many employers offer their pension members various options regarding their pensions. The Retirement Adviser are true experts in advising these pension members. They are a rare breed amongst IFAs since they have deep knowledge of how defined benefit pensions work. They are very easy to engage with and give clear and honest advice. Thoroughly recommend.
We have appreciated your approach to each of the Company, our Pensioner Members and Trustees. Whilst the exercise has not been all plain sailing, you have helped us overcome the issues arising and, at times, shown admirable restraint and patience!