Ben Sloggett

What were the circumstances that caused you to initially look for an adviser?

I have used IP for some time before Ben joined the team, a great addition.

How has Ben Sloggett helped you?

Good advice and great service.

Have you seen the outcome you were hoping for?

Yes to date

What could they have done better?

Even higher returns !

What were the circumstances that caused you to initially look for an adviser?

To consolidate multiple pension pots and get advice on the potential transfer of a DB scheme

How has Ben Sloggett helped you?

Be has consolidated the multiple pensions,provided excellent robust and complete advice on the DB transfer.I also have cpmplete visibility of my pension position and can model different outcomes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing-really nothing.Excellent all round

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Ben Sloggett helped you?

Always most professional and knowledgeable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Recommendation of my investment advisor

How has Ben Sloggett helped you?

He is able to give advice and explain things at a level understandable by me. He is patient and kind and his advice year on year has improved my wealth !

Have you seen the outcome you were hoping for?

Absolutely . Ben understands my attitude to risk so the growth of my plan has been steady overall.

What could they have done better?

I do not feel that I have any cause for criticism I am satisfied

What were the circumstances that caused you to initially look for an adviser?

I was recommended by my IFA

How has Ben Sloggett helped you?

He has given me the comfort of knowing that my pension fund is in good hands.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

I am not aware of anything that he could have done better.

What were the circumstances that caused you to initially look for an adviser?

Having been widowed I needed advice about my own and inherited investments and how to plan for my future financial needs.

How has Ben Sloggett helped you?

First and foremost Ben is always on hand to help and advise. He replies very quickly to emails or requests and is patient and supportive. Ben has excellent people skills and can explain both my financial planning overview and the finer details involved in a way that gives me a clear focus ahead and confidence in taking the next steps. He has a great sense of humour too - which is a huge asset I believe.

Have you seen the outcome you were hoping for?

Yes certainly.

What could they have done better?

I don’t believe there is anything Ben could have done better.

What were the circumstances that caused you to initially look for an adviser?

N/A

How has Ben Sloggett helped you?

Consistency and reliability

Have you seen the outcome you were hoping for?

yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Needed to consolidate pensions.

How has Ben Sloggett helped you?

He’s practical and impartial advice has been very useful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

To consolidate assorted pensions into one pote

How has Ben Sloggett helped you?

More than five years

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Need for advice on protecting my private pension and planning the transfer of funds to my wife and children after my death to minimize the tax exposure

How has Ben Sloggett helped you?

He has explained the restrictions that apply because I reside outside the UK.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot think of anything that could have been done better.

Please provide a brief comment about your experience with Ben

So far, so good.

What were the circumstances that caused you to initially look for an adviser?

My wife and I were looking for clarity on what our respective pensions would provide in terms of financial security and the option of us taking early retirement.

How has Ben Sloggett helped you?

Ben used the financial modelling tools of Intelligent Pensions to give clear illustrations of our potential future incomes, explored the options available to us and their implications, as well as advising on the tax implications and most tax efficient ways of accessing our pensions.

Have you seen the outcome you were hoping for?

Ben's assisstance in planning for our early retirement was invaluable and his ongoing support has been very useful in managing our finances prior to reaching state pension age. So useful in fact, that we both retired earlier than originally planned.

What could they have done better?

Back office support to Ben needed to be kept under scrutiny to ensure it accurately reflected our discussions with him.

What were the circumstances that caused you to initially look for an adviser?

I needed continuing advice on my pensions and investments.

How has Ben Sloggett helped you?

Ben has been supportive and patient in explaining the best financial moves for my future income, investment and stability.

Have you seen the outcome you were hoping for?

Yes mostly - despite worrying financial prospects across the country my situation has remained stable, and I have confidence in Ben each time it is reviewed .

What could they have done better?

I don’t feel there is anything Ben could have done better.

What were the circumstances that caused you to initially look for an adviser?

I needed some professional and understanding assistance with my finances beyond the help that my husband provides for me

How has Ben Sloggett helped you?

He has provided me with a cost effective method of investment and provides me with valuable investment solutions.

Have you seen the outcome you were hoping for?

I am confident and happy that I am being looked after by a very capable and considerate person.

What could they have done better?

He provides me with a complete solution commiserate with my circumstances.

What were the circumstances that caused you to initially look for an adviser?

I have a "Pensions Pot" that, apart from the Sate Pension, has to provide my income in retirement.

How has Ben Sloggett helped you?

Mr. Sloggett is an extremely capable and patient person. He has made a careful study of my circumstances and listens carefully to requirements and ambitions. He continues to provide effective solutions to meet my needs from my available funds.

Have you seen the outcome you were hoping for?

Thanks to Mr. Sloggett, I am more than satisfied with my portfolio performances.

What could they have done better?

There will always be some time lag between analysis, suggestions, recommendations, and effective actions.

What were the circumstances that caused you to initially look for an adviser?

I have received advice since the inception of pension plan.

How has Ben Sloggett helped you?

Ben has kept me up to date with all current issues concerning my pension ensuring i have a financially safe retirement.

Have you seen the outcome you were hoping for?

Yes, considering the current state of the UK economy and the volatility of the markets.

What could they have done better?

Not sure on this with the current financial climate.

What were the circumstances that caused you to initially look for an adviser?

Complicated pensions and he was recommended by my financial advisor.

How has Ben Sloggett helped you?

Ben has helped me to understand my options with regard to my pension over the years. He is really approachable so i feel I can pick up the phone if I have any queries.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware of anything.

What were the circumstances that caused you to initially look for an adviser?

Advice on pension

How has Ben Sloggett helped you?

Forward planning for future spending

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Ben Sloggett helped you?

Ben has always provided prompt and clear advice. When my pension provider made payment errors, Ben and his colleagues at head office worked tirelessly to ensure the errors were corrected and Ben obtained compensation on my behalf.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A. Service is excellent.

What were the circumstances that caused you to initially look for an adviser?

Annual review

How has Ben Sloggett helped you?

Suggestions for any changes going forward

Have you seen the outcome you were hoping for?

Don't really know

What were the circumstances that caused you to initially look for an adviser?

Been with Ben and his company for many years and they manage my pension afares and we have an annual review which Ben carries out.

How has Ben Sloggett helped you?

With advice

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I’m useless with money

How has Ben Sloggett helped you?

Organised me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No comment

What were the circumstances that caused you to initially look for an adviser?

Dissatisfaction with previous adviser.

How has Ben Sloggett helped you?

Pension transfer and retirement planning and income plus drawdown.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with Ben. Good understanding of My circumstances and what I’m looking to achieve. Just the right level of communication

What were the circumstances that caused you to initially look for an adviser?

Imminent retirement with both works pension and private pension funds to take into account

How has Ben Sloggett helped you?

Initial sound advice, updated on a regular basis as my increasing age affects how pension funds can be utilised for maximum growth/income whilst minimising tax and negative inheritance impacts

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Fund returns are not as good in recent years as early years - probably market driven

What were the circumstances that caused you to initially look for an adviser?

Recommended by our IFA

How has Ben Sloggett helped you?

He always discusses plans in details we can understand

Have you seen the outcome you were hoping for?

We seem to be progressing well so yes

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement with a number of pensions about to mature and needed advice.

How has Ben Sloggett helped you?

He listened. He asked questions I would not have even considered. Consolidated all my pensions into one SIPP. Now all I need to do is sit back and wait for it to increase in value.

Have you seen the outcome you were hoping for?

Not yet as it is early days.

What could they have done better?

Not sure, reduce fees perhaps!

What were the circumstances that caused you to initially look for an adviser?

With Intelligent Pensions for many years. My first adviser was David Goodman, a neighbour and friend in Plymouth

How has Ben Sloggett helped you?

He's helpful, reliable. At present I'm not drawing out any money from my policy

Have you seen the outcome you were hoping for?

yes

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has Ben Sloggett helped you?

Understand the options available.

Have you seen the outcome you were hoping for?

Not completely but that is due to the state of the market. Nothing to do with the information and advice received from Ben Sloggett.

What could they have done better?

Be a bit more definite about the choices I should make.

What were the circumstances that caused you to initially look for an adviser?

Nearing retirement and needing good advice regarding pensions

How has Ben Sloggett helped you?

Ben has been very helpful. His detailed review helps me to ensure that I have my required income for the long term

Have you seen the outcome you were hoping for?

Yes, my SIPP pot has grown over the 10 years since I retired and I have been able to live comfortably within the agreed budget

What could they have done better?

Charged less

What were the circumstances that caused you to initially look for an adviser?

We were recommended to use Intelligent Pensions by our long-standing general financial adviser.

How has Ben Sloggett helped you?

As a born worrier and ‘what-if’ person with little knowledge of finance, it is a great relief to have my pension affairs managed by an expert. My wife and I have enjoyed annual pension reviews with Ben Sloggett for many years and his clear guidance and positive approach leave us with a satisfying worry-free confidence in the future of our financial affairs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am very happy with the present arrangement.

What were the circumstances that caused you to initially look for an adviser?

To guide me through pension complexities!!

How has Ben Sloggett helped you?

Ben has always listened carefully before giving excellent advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Reduce the time taken to complete cash panel investments.

What were the circumstances that caused you to initially look for an adviser?

The need for a private pension

How has Ben Sloggett helped you?

He has been available to offer advice and information when needed.

Have you seen the outcome you were hoping for?

Yes I'm happy with the results of the investments made.

What could they have done better?

I've no complaints

What were the circumstances that caused you to initially look for an adviser?

I wanted to retire at the age of 60 and at 55 I needed to seek more professional advice then I was at that time receiving.

How has Ben Sloggett helped you?

Each year Ben reviews with me my pension and other assets to see if my retirement aspirations are still on track. Between these reviews Ben has been helpful in providing relevant answers to and question I may have had.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Upon selling my shares in a business I had money that required investing

How has Ben Sloggett helped you?

Very clear explanation of where my portfolio is today, has performed over past 12 months and also advising on any changes that may need be needed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t know. He is very professional and gives me confidence whilst handling my finances

What were the circumstances that caused you to initially look for an adviser?

I am hopeless on financial matters and felt when it came to a pension I needed expert advise

How has Ben Sloggett helped you?

He keeps me in touch with updates and see me once a year to review my financial requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Retirement led to obtaining valued advice for investment of my pension fund

How has Ben Sloggett helped you?

Ben has helped me decide on the most suitable way to invest my pension fund and deal with drawdown

Have you seen the outcome you were hoping for?

Yes I have and I have the knowledge of knowing that my situation is reviewed annually which does alter having regard to circumstances prevailing at the time

What could they have done better?

I do not believe Ben could do any better. I have been totally satisfied with his advice to date.

What were the circumstances that caused you to initially look for an adviser?

I was unable to keep abreast of the changes that continued to occur on taxation of pension savings in the last few years before my retirement. I knew I needed to change my arrangements before retirement and prepare to maximise tax relief.

How has Ben Sloggett helped you?

Ben assisted me to change my savings arrangements and also advised when I should consider revising my risk assessment to investments. He also advised me to consider a new car purchase using my pension pot which had sufficient funds to present no risk to my loss of desired income in retirement.

Have you seen the outcome you were hoping for?

Yes - New car sitting in the drive

What could they have done better?

PPP Portfolio management fees seem a bit high but they are very efficient in dealing with my requests so I consider the fees acceptable.

What were the circumstances that caused you to initially look for an adviser?

Fed up for advisers being replaced, needed a Pension adviser who would be there long term.

How has Ben Sloggett helped you?

Explained going forward pension monies/drawdowns. Ben being understanding.

Have you seen the outcome you were hoping for?

Yes, pension increases most of the time.

What could they have done better?

Not a lot, perhaps made me more money!

What were the circumstances that caused you to initially look for an adviser?

Recommended by a family member. Struggle with financial issues.

How has Ben Sloggett helped you?

Explains clearly

Have you seen the outcome you were hoping for?

Not sure

What could they have done better?

Everything okay

What were the circumstances that caused you to initially look for an adviser?

When I retired the was a pension mine field and I had no idea where to start

How has Ben Sloggett helped you?

Ben gave me advice on the amount of income to take from my pension

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and wanted to use an income drawdown facility with my pension funds. Intelligent Pensions was recommended to me as an appropriate, professional firm who could manage my funds and give me good financial advice.

How has Ben Sloggett helped you?

Ben is very easy to talk to and our annual review meetings, initially face to face but now on Zoom are very thorough and informative. Ben gives advice which I haven’t always taken but I feel confident in my dealings with him.

Have you seen the outcome you were hoping for?

Better than I hoped for when my drawdown arrangement was set up in 2006. The current value of my fund is some 10% higher than it was in 2006, despite taking an income for the past 17 years.

What could they have done better?

Nothing springs to mind, I am very happy that my money is managed by Intelligent Pensions and I am advised by Ben Sloggett!

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Ben Sloggett helped you?

Good advice and listens to my views

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I wasn't happy with the placement of my pension after being made redundant and wanted a better alternative.

How has Ben Sloggett helped you?

Ben is always available to answer any questions/queries I may have. His response is very fast usually.

Have you seen the outcome you were hoping for?

Oh, yes, definitely.

What could they have done better?

Not from my point of view.

What were the circumstances that caused you to initially look for an adviser?

I was introduced to Intelligent Pensions by my financial advisor. The analytic approach to selecting investments within a SIPP from a much broader range of opportunities really appealed - compared to the more limited investment options with 'mainstream' pension funds.

How has Ben Sloggett helped you?

Ben is a great guy and he has been brilliant at reviewing different retirement planning scenarios. He asks absolutely the right questions to help work out the best strategy. The Intelligent Pensions team has developed some excellent tools that Ben can use to bring the different scenarios to life and help in decision making.

Have you seen the outcome you were hoping for?

This is still work in progress given that I am only on the fringe of moving into retirement. However the retirement planning undertaken with Ben has helped open up a gradual 'semi-retirement' strategy.

What could they have done better?

Nothing comes to mind. The annual review process together with the depth of information available through the Intelligent Pensions portal is excellent.

What were the circumstances that caused you to initially look for an adviser?

His work with intelligent pensions led to a yearly meeting, with John Hall.

How has Ben Sloggett helped you?

Giving me confidence that the future plans I have made are sound.

Have you seen the outcome you were hoping for?

Yes my pot of money has grown considerably.

What could they have done better?

Difficult to see any improvements necessary.