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Name: Stephen Morritt

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Most Recent Reviews (4/5)

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Good Value Policy

5
Great value policy with no nonsense and exceptions Easy to see what is covered and what is not Reviewed on: 31st March 2023
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Stephen Morritt

Moneybox App

5
Hi the Moneybox App is excellent. I can keep track of my Pension as well as my other investments with just a swipe. It is very easy to understand and is totally user friendly and very well supported by the team online I have said this before but Joining Moneybox was one of my best decisions Keep up the great work Moneybox And thanks Reviewed on: 31st March 2023
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Stephen Morritt

Always striving for better

5
I am nominating Moneybox as since joining them from around 4 years ago They have helped me save a reasonable amount with both there Round up scheme Forgotten Pensions and becoming a shareholder something I never thought I would be able to do As a company they are always on point and continue to strive to improve the App and customer experience as well as providing information they also have a forum where customers can interact and comment or discuss issues Moneybox are very forward thinking company and very inclusive so although I am an ordinary person that works for the NHS. I find it amazing just how much I have been able to save and learn in such a short time Keep up the great work Moneybox! Reviewed on: 11th March 2023
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Stephen Morritt

Transfer of small pensions

5
Very easy experience to transfer and consolidate two small forgotten pension funds Rates have gone down a bit recently but so have everyone else’s Still a very good idea to merge them and get a better payout eventually Great company to deal with Reviewed on: 6th November 2022
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Stephen Morritt