Customer Service
 
Retirement Direct are dedicated to providing our customers with the highest possible standard of service and we are pleased to support the Financial Services Authority initiative 'Treating Customers Fairly' (TCF). 
 
Our aim is to provide solutions that meet your needs by guiding you through the complex world of pensions, while delivering excellent customer service and ensuring you make the right choice for you
 
  • We constantly monitor our clients experience with us, to ensure we are continuing to deliver the highest levels of customer service.
  • We will not pressure you. We give you a range of options and help you make the right decision.
     
  • We do not pay commission to our staff or advisers, and we will not try and sell you a product. Our aim is purely to provide you with the most appropriate financial advice.
     
  • Our service and advice is carried out over the telephone, by post, by email and online.
     
  • We take pride in the fact that many of our clients have been referred by other existing clients.
     
  • To see what some of our existing clients have said, please view our Testimonials.
 
Expertise
 
  • Our highly qualified consultants have many years experience of providing independent financial advice. All our staff are committed to Continuous Professional Development through qualifications, regular training and knowledge of financial products and services.
     
  • All our consultants are members of the Personal Finance Society. The Society promotes and sets the highest standards of professionalism in the profession. These standards include knowledge, skills and behaviours. See www.thepfs.org/pfs.aspx for more details of the Personal Finance Society.
     
  • We keep our business up to date by taking regular advice from other industry professionals.
     
  • View our Advisory Team for details of their qualifications.
 
Independence
 
  • We are independent and we are therefore able to advise you from the whole market, not just certain products and providers.
     
  • This ensures we are able to recommend the most appropriate solution to meet your financial requirements.
 
Clarity
 
  • We are aware that pensions and financial services in general can be confusing.
     
  • We regularly review our correspondence to ensure it is as jargon-free and as easy to understand as it can be.
     
  • Our experienced team is trained to communicate in the same manner, so that you feel comfortable with how your case is progressing.
 
Technology
 
  • We have invested in a number of tools and systems to improve the quality of our service.
     
  • A number of these free to use tools will soon be featured on this website.
     
  • Our dedicated team of software developers are continually developing new tools to assist us in making the right choices about your retirement.
 

 

Important Information

Taking any of your pension benefits early is likely to reduce your income at retirement. Therefore, pension release is only suitable for a very limited number of people and circumstances and should not be seen as an easy option for raising cash. This is because a pension is designed to provide you with benefits when you retire. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Services Authority does not regulate some forms of tax advice, secured loans, unsecured loans, debt management and Wills. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.