Willis Owen Pension Review

Excellent service from their customer-facing staff and and as a whole the company has provided what is says on the tin. BUT management seem unable to grasp the basic needs of a private investor who chooses to put their savings into investments, rather than cash, solely to get income, with capital growth largely irrelevant. Namely - the need to view how much was paid for a particular trust, what the current value is and most importantly, how much income has it generated since purchase, both as currency and as a percentage of the original purchase cost and in the last, say, 12 months. In other words how the investment compares if the purchase cost had been left in cash to gain interest over the same time. It seems impossible to derive this information in simple form, which is a shame as it would allow income performance for each trust to be compared and appropriate and active trading decisions to be taken on a continuing basis. This was explained to management some time back but not much progress has been made.

23/10/2020

Friendly helpful staff able to help customers to understand the intricacies of some of the web pages without being patronising. A very helpful and useful team.

13/01/2020

Not the cheapest.

13/01/2020

I am an unsophisticated investor with little or no knowledge of stock market. I have entrusted what little money I have to spare with Willis Owen who have done well by me.

13/01/2020

I have found the customer service to be very good, with helpful staff.

13/01/2020

13/01/2020

I feel confident that they are handling my investment very wisely and doing the best they can.

13/01/2020

Excellent website with many useful features and tools.

13/01/2020

The information to help make you financial decisions can be overwhelming for a small investor (as I am)but I've always found if I sit down and take the time Willis Owen has made it possible. I also enjoy reading the newsletters it makes me feel connected.

13/01/2020

Very good for transactions you can do online.

13/01/2020

Every time I have a query they go out of their way to be helpful.

13/01/2020

First contact friendly and knowledgable.

13/01/2020

They are far too keen on taking commissions and charges, almost to the point where they appear to spend more time taking and protecting the charges they make than giving a real investor insight into companies and funds. Some of the charges they are so keen to take are controversial and other investment organisations such as I and Hargreaves have already dropped them...not Willis Owen though, they are still grabbing charges and commissions with both hands! What we need is feedback from INVESTORS, people that have got their own money invested with these companies etc. NOT people sitting back on their arses in fancy offices with salaries and pensions paid by overcharging their investors and cherry picking the market AFTER results are published.

13/01/2020

Very helpful people on the phone. Explained very well my options. I found the website more difficult to navigate or understand.

13/01/2020

Personal telephone contact has always been very helpful.

13/01/2020

13/01/2020

Phone call response is quick and very helpful.

13/01/2020

Website can be confusing and not intuitive but customer service by phone/email is outstanding. At all times prompt, friendly and very helpful. They even follow up to ask if they can give further help.

13/01/2020

No problems with dealing with Willis Owen via their website.

13/01/2020

Have always received good advice and when telephoning to arrange withdrawals staff could not have been more helpful and friendly. Could not ask for better service.

13/01/2020

Love the phone service and help completing applications.

13/01/2020

13/01/2020

Easy to use site and some good content. I like the tools and research they have.

13/01/2020

Although only a tiny investor, I find the weekly round-up very informative and helpful.

13/01/2020

They print and tell the truth.

13/01/2020

They are very good, they update my unit trusts and share on my app every day just what l need.

13/01/2020

Willis Owen articles are too 'wordy'. We would rather have shorter articles from people who actually have their money in the companies being written about. There's a lot to be said about putting your money where your mouth is. Your articles just rabbit on and it's obvious you do not have any of your own hard earnt money in them. Your charges are still not as clear as they should be and the Times has made referance to this several times in the last year. You should be putting pressure on companies that are dragging theri heels on showing their full charging structure too. ii and Hargreaves are more honest than Willis Owen in this respect according to the national papers.

13/01/2020

Performance has always been above average and I appreciate the sound advice they provide.

13/01/2020

Very helpful

13/01/2020

I found Willis Owen easy to use and understand and the weekly information I receive most informative and helpful. I will continue to use them as my investment platform and have no hesitation in recommending them.

27/09/2019

Willis Owen's explanations are not simple enough.

20/09/2019

Their service is very straightforward an easy to use. Website is very clear and not cluttered. Willis Owen do the basics very well, which is important.

27/08/2019

Easy to communicate with & positive in their approach to resolve issues and answer questions. I like the news reviews I recieve by 'e' mail, and find them helpful, even if I do not understand much of the jargon used.

23/08/2019

Even though I have no more money to invest, I enjoy being educated by the variety of reports that I receive.

21/08/2019

A good platform with lots of helpful information and updates.

17/08/2019

I feel this is a fair and honest company who give you the facts and allow you to decide.

16/08/2019

Very helpful to any problems over the phone.

16/08/2019

Any questions or problems are quickly sorted out.

16/08/2019

A very good company.

09/08/2019

Satisfied all round and feel included.

02/08/2019

Efficient. I was kept informed.

01/08/2019

They are responsive and professional, helpful and informative.

30/07/2019