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Review of the Aegon, Pension:

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Excellent service, thorough and precise.

Around 12 mths ago, I requested my pension be crystallised to provide a lump sum and varying monthly drawdowns to suit my needs. The company handled everything perfectly and the request was set up in a matter of weeks. The web-interface is intuitive and allows switching in and out of multiple funds and setting the monthly cash income level. Everything you need to do can be done through the Interface. One star removed as they were quite insistent I should have a financial advisor, but eventually they relented and allowed me to manage the account myself. I suppose they are still a little nervous releasing large funds direct to the client? Every transaction taken produces a set of related documents, so you can see with transparency any charges applicable. I also noticed the fund balance was not depleting as quickly as I expected, I put this down to the work of the fund manager realizing half decent returns! Reviewed on: 18th July 2021

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