Scottish Pensions 

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Company details

  1. Money & Insurance

Information provided by various external sources

Scottish Pensions’ panel of highly qualified Independent Financial Advisers spans the whole of Scotland specialising in Pensions, Investment Advice, Wealth Management and Tax Planning.


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(8)

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Rated 1 out of 5 stars

I’ve been on the phone for 2 days…

I’ve been on the phone for 2 days trying to help my partner claim back his retirement money he has 2 policies not actually worth a great deal as both are work place pensions he retires in February Scottish widows wrote to him asking what he would like to do after this date he just wants to cash in the amount that’s owed to him I managed to almost sort one of the policies out today only to be told our bank account was not right so I’ve got to wait until they send paperwork to prove that this is our bank account my partner has problems after having a stroke that’s why I’m trying to help him and this is only 1 policy I’m trying to sort out I’ve been transferred from department to department costing me more money on my mobile I really don’t know what to do about this it’s dreadful service and I’m not computer literate so struggle I just wish that Scottish Widows had a better system good luck with your claim people I’m still working on ours

January 12, 2024
Unprompted review
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Rated 5 out of 5 stars

Sound advice with prompt responses

The financial adviser helped me learn about pensions and everything related to money matters. The response was pretty quick and have provided me with a personal consultation considering my zero knowledge in financial products altogether. I was explained about costs involved, funds to consider and overall better experience compared to the folks I've been to. I'd recommend their services.

February 26, 2018
Unprompted review
Rated 5 out of 5 stars

Have a number of pensions from various employments…

I had a number of pensions from various employments. With retirement approaching I was concerned how best to deal with this and sought advice from Scottish Pensions. They helped negotiate transfer values of the pension funds to one low cost pension platform. They further advised on value of tax free sum to take at this time leaving sufficient funds invested to provide an adequate drawdown income for future years in retirement.
I found them clear, concise and professional in dealing with my situation..

February 23, 2018
Unprompted review
Rated 5 out of 5 stars

Excellent advice on my pension

Excellent advice on my pension, from independent advisor. I have used a number of advisors in the past but always felt they have pushed for a particular product. Scottish Pensions took the time to listen to my aims before offering a number of solutions. Will use again for ongoing and future advice.

February 7, 2018
Unprompted review
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Rated 5 out of 5 stars

Good clear advice

Pensions can be a minefield even if you are financially savvy - I was grateful for the very clear insight I got from Scottish Pensions. No gogglegook - just clear common sense. Very valuable and highly recommended.

January 30, 2018
Unprompted review
Rated 5 out of 5 stars

Extremely helpful

We got great advice and didn't feel pressured, which is more than I can say for some other companies!

January 30, 2018
Unprompted review

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