Customer Feedback

We recently used Assured Retirement for one of our clients, a low risk investor, who wanted flexibility associated with the new pension freedom rules, whilst having some of the guarantees provided by annuities. The application process was very simple and the team at Assured Retirement were quick and efficient as well as keeping us informed at every step of the way.  During the transfer we experienced a problem with one of the client’s existing providers but Assured Retirement chased this provider regularly, whilst notifying us of the progress.  When the transfer was eventually received they ensured that the client received his tax free cash by faster payment so that he did not have to wait longer than necessary. We will definitely look to use Assured Retirement again for our lower risk clients looking for flexibility around their pension income.

Louise Parsons Dip PFS
Senior Financial Consultant
Castleton Financial Planning Ltd

We have now used Assured Retirement on a number of occasions and have found them to be efficient in their administration with clients receiving all the payments due on time – as far as complete reassurance, I don’t think anything can be given with a cast iron guarantee these days (even things like the sustainability of the state pension) but I can reassure you that I have worked with a couple of the Directors previously and have known one for over 30 years and I therefore have no question at all with regards to their integrity and honesty as individuals and within the financial services industry.

Martyn N Holmes ACII CFPcm Fellow of the PFS 
Senior Financial Adviser
Michael Ambrose Ltd

I am happy to vouch for the integrity of Assured Retirement. I know the Directors well and I like their proposition. For those who require minimum risk, scheduled withdrawals from their pension funds I think that the Assured Retirement offering is excellent.

Mike Gough FPFS
Chartered Financial Planner
William Fraser Financial Planning Ltd

I proceeded with a Cash Retirement Account provided by Assured Retirement in July 2015.  I found them via a search for low risk pension solutions. I liked the combination of simple, risk free and low cost investment.  Also, on closer inspection it turns out that a number of the management team have past senior experience with Clerical Medical. I live in Bristol and Clerical Medical is a company with a long history here and enjoyed a sound reputation locally.

As a layman in pension matters I found their website and product information to be simple, clear and concise. All communication with the company was handled efficiently and professionally. Similarly all correspondence and the transfer of funds were both accurate and timely.

Paul G

The pension reforms that came in last year have seen significant product development through 2015, with new Providers such as Assured Retirement entering the market and offering innovative retirement solutions.

I have recommended Assured Retirement to several clients post Pension Freedom reforms in 2015; clients looking for the flexibility of a flexi-access drawdown solution but without the investment risk or explicit plan costs typically associated with these types of drawdown solutions.

The market they are in is predominantly rate-driven and my experience to date is that their offering is highly competitive. Their plans are covered by the Financial Services Compensation Scheme – they don’t allocate any more than £75k to any one bank within a client’s solution, meaning effectively 100% of the claim value is covered should any bank default on their obligations.

John and the other Directors have a wealth of experience in Financial Services and I am happy to personally endorse  John’s integrity and honesty and have never found him anything less than helpful and supportive.

Steve Monckton BSc (Econ) Hons, DipPFS
Financial Planner
Aspira Corporate Solutions Ltd

A first case with a new provider is always nerve wracking, as I can never be sure about what level of service will actually be delivered (having been let down by product providers for 30 years now!)

Assured Retirement, though, have been a pleasure to deal with, kept their promises, and delivered great service.

I look forward to dealing with them again.

Mick Norris
Chartered Financial Planner
Winner of the 2002 Chartered Insurance Institute/ Scottish Equitable K10 Retirement Options Merit Award
Professionally Connected Financial Planning

I became aware of Assured Retirement after a long search for a low risk, cash based, drawdown pension with competitively low charges. The company’s Cash Retirement Account was exactly what I had hoped would exist and I have now placed my pension fund into this account. I was very pleased with the straightforward and helpful way that the company answered my questions. Once I had made the decision to proceed, Assured Retirement processed the pension documents quickly and efficiently and was at pains to keep me well informed during the process. I would have no hesitation in recommending Assured Retirement to anyone looking for a low risk, low cost, safe haven for their hard earned pension funds.

Brian W

What a pleasure to deal with a company that actually cares about its customers. Your staff were so keen to help and gave me confidence in the way they handled my transaction. Many thanks for your assistance and help.

John H