Excellent service from PX Wealth
PX Wealth handled my QROPS transfer from the UK to Australia smoothly and professionally. The process is complex, but Jayne was outstanding — she took the time to carefully explain each step, answered all my questions clearly, and made the whole experience far less daunting. Her knowledge and patience gave me real confidence throughout. I highly recommend PX Wealth, and especially Jayne, for anyone considering an international pension transfer.
Apple Grumble
Good company
Good company. Gave clear advice for a complicated issue and help remedy the situation as efficiently as possible. Good communications at all times.
Pat Barry
Pension Exchange always deliver a great outcome
I have been using PX in the UK and Australia for over a dozen years and they have always provided excellent advice and an incredible service. They have navigated some tricky scenarios with SIPPs, defined benefits, QROPS and SMSF schemes and made the experience really easy. Highly recommended.
PC
Fantastic advice from Alan Martin at PX…
Fantastic advice from Alan Martin at PX who oversaw the transfer of my DB pension from a previous employer to an alternative source. He managed to achieve a far better deal than I was originally looking at in terms of the tax free lump sum and annual annuity. My expectations were exceeded by some margin. I would recommend without hesitattion
MARK ROSE
Excellent expert advice and great…
Excellent expert advice and great customer service.
Juliet Kershaw
Efficient Transfer of UK Pension Funds to Australia
PX have been advising me from the UK since 2017, together with advisers in Australia regarding the disposition of my FS and other UK pensions, negotiating the very complex and changing regulatory demands. Carefully considered and specific advice was given and once the appropriate direction chosen, executed with efficiency, managing the tricky responses from the UK providers and following through when funds were transferred. A very reassuring experience.
Tom Cairney
Highly recommend
Pension transfers are complex and laborious so I would highly recommend PX Pension Exchange, and Jayne in particular, to help. They have the expertise and experience to make the process as straightforward and seamless as practical.
Julie I
Great Team - Great Experience
Some years ago I engaged PX Pension Exchange to manage the transfer of my pension funds from the UK to Australia. Initially, I assumed UK pension companies would be reliable, professional, and prompt with this process. However, the reality was quite different. UK pension companies often lack sufficient resources for these tasks and don't seem to prioritise them. To successfully navigate this, you need a first rate advisory team. PX Pension Exchange proved to be just that, offering expert insight into this complex field along with the practical know-how to make things happen. They are also fantastic to work with—always honest and willing to go above and beyond. A special thanks to Jayne, whose patience perseverance made my recent transfer possible.
David Harvey
PX Pension Exchange has been…
PX Pension Exchange has been instrumental in managing my retirement funds. Their advisors are knowledgeable and have helped me make informed decisions about my pension. The platform is also very easy to use.
uniquekrajcik
Was very impressed with prompt reply to my queerey
Was very impressed with prompt reply to my queerey. Straight forward no nonsense advice. Would recommend them to my family and friends.
Duncan Campbell
First Class Advice and Customer Service experience
After much research, I selected Pension Exchange to help me through the process of transferring a Pension TV with safeguarded elements within it. (Such advice was mandatory in my case).What a good decision. The IFA assigned to my case was Michael Hall who listened to what I wanted, offered ongoing advice if I wanted it, but never pushed it once I indicated that I didn't need this. He had a relaxed, assured manner and I took to him and his approach immediately.Michael knew my strong preference was to effect the transfer. He emphasised that, no matter how keen I was, he would have to go through a thorough a review of my finances, assets and financial priorities before making a recommendation. When he finally made a recommendation I went through it and was impressed by its thoroughness – indeed much more detailed than I would have anticipated. Their fees were also less than I had been quoted elsewhereTheir admin contact, Charlotte Barnes, was first class, a friendly and proactive person who continued to take an interest in my case, chasing other parties for updates right through until she had confirmation that the transfer had been completed. Overall, I could not fault them in any way.
Tom McLean
Outstanding teamwork
I asked PX Pension Exchange to oversee the transfer of pension funds from the UK to Australia. In my experience this is a field where it is safe to assume the UK pension companies have your back and will be professional and timely. In fact this is far from true. UK pensions companies do not resource this work adequately, and appear to give it little priority. If you are to achieve your goals you need an outstanding team of advisers. PX Pension Exchange is just such a team, combining expert knowledge in this complex area with practical knowledge of how to get things done. And they are brilliant people to deal with, always honest, and willing to go the extra mile. Special shout out to Jayne, whose patience, good humour and sheer dogged persistence helped push this latest transfer over the line.
Derek
Professional Pension Advisory Service
I had selected PX Pension Exchange to receive the advise on my pension plan.I found Michael Hall, the pension advisor and Charlotte Barnes as the operations manager both very professional and helpful. I would definitely recommend PX Pension Exchange to anyone who is over 55 and is searching a pension advisor.
Anjum Wazir
Pension Transfer…
A long and complex process and I have appreciated the guidance from the PX team both in the UK and Australia.Jayne in particular has been great throughout - every question answered and very responsive.
TIM BEE
Michael and Charlotte are just…
Michael and Charlotte are just brilliant and I cannot recommend them more highly. They both helped me release myself from the restricted ties of the Local Government Pension Scheme which is a pure con in my opinion and I’m glad to be out of it to do what I want with my money
Kevin Freeman
A great service
I received open and honest advice. The whole process was very smooth.
JonB
Proffessional Efficent and Trustworthy
From the beginning, dealings with Pension Exchange PX UK were totally professional. Very knowledgeable and clear delivery of the advice given by both, over the phone and by video conference. The follow-up matters with Charlotte in the London Office was so good and understanding to my circumstance, making the experience much easier. I would recommend their services.
Keiron Smith
Totally Professional
From the outset, dealings with PX Australia and UK were totally professional. I was impressed with the knowledge and friendly delivery of the advice given by both Darion and Michael, over the phone and by video conference. The follow-up matters with Daniel in the London Office, rounded out the experience. I would have no hesitation in recommending their services and look forward to the ongoing contact.
Brent Burt
Thank you Charlotte and Michael
Right from the start of our engagement my PX team of Michael & Charlotte were fantastic to deal with. Always available and very prompt with their guidance and updates. Switching pension funds is a very stressful time and the Pension Trustee's are always warning you about scammers so to know the PX Team came highly recommended was a blessing. I found deal with both Michael and Charlotte very easy and I was very happy with their professionalism and empathy with my particular circumstances.
Avis phillips
Excellent service
Excellent service
Jonas Brender
