Scottish Widows  Reviews 

Clear, concise explanation of options and next steps in my pension journey

Carla was very helpful and took time to explain and waited for me to respond and clarified anything I was unsure about.
The whole process was comfortable and expedient.

All I can say and mean this with all my heart your representatives who I have spoke to have been very kind and helpful have asked if they could help me with any after care you are a wonderful team will recommend you all 100% thank you so much x

Agent extremely helpful. Walked me through entire process.

Andrew was very calm, thorough and understanding answering any queries I had about the process. He never tried to hurry me along and only moved on when he was happy I undertood what we discussed despite being very busy. Thank you!

Just phoned up Scottish widows to take some money out of my pension, I was expecting it to be difficult but it was exactly the opposite, the man I spoke to was really pleasant and went through everything step by step , I was really impressed

Had to ring as I was planning on reducing my monthly SIPP I'm taking as a pension. I'm never keen on ringing anywhere financial but this was easy and quick. The person I spoke to already had my details given you can enter them using a keypad, a couple of security questions and it was all sorted in less than 10 minutes. Professional, quick and friendly service. Very pleased thanks.

My phonecall was answered reasonably quickly (compared to some of the queues I have experienced with other businesses in the past) and I was then very happy with the calm way my call was handled and the problem overcome. I was led through the online process in a clear and effective manner such that all went well.

Very efficient and helpful, explaining all options and help that was available to me before making any changes to my pension.

The staff are very professional and explained everything in detail and they are very polite and treat you with respect!
Would thoroughly recommend them!

Trying to get through is an absolute nightmare, selecting a call back is hit and miss - line quality with some call handlers is awful especially if you have hearing issues. If you get transferred it just rings and rings.

I was eventually saved today by a call handler after waiting nearly 30 minutes. This is appalling, 30 minutes of my life I will never get back. But the person who took my call was a delight to work with. I gave two extra stars for their help and assistance.

I got the email with a link on opening the email I was informed there was a technical issue but no explaination, filled in the form as best as I could.

I've worked in a call centre environment, long wait times shouldn't exist, and can I point out not everybody wants to use a App on a phone to do everything - I have essential tremors in my hand and using apps on phones/tablets is a struggle in terms of accurancy.

Additionally I filled in the online complaint form on the website - no response or acknowledgement, so probably a mailbox that is not being monitered.

I’ve thoroughly enjoyed the Invest Well webinars that have been taking place this month. The app is also incredibly easy to use and all the knowledge materials are written with simple and easy to understand language. Thank you!

Friendly, knowledgeable discussion. Clear explanation of options and risk

I got 1.8 % on top of my original annuity quotation and I have numerous medical conditions like ischemic heart disease and after completing the medical form they came back to me with a £4.53 a month Extra annuity. I used to rate Scottish widows very highly but now I wouldn't recommend them to my worst enemy

Both gentlemen I spoke to were very clear and helpf

Very professional and everything explained well

I rarely leave reviews, but the service I received from Tristan at Halifax Share Dealing was exceptional and deserves recognition.

Over the past few weeks, Tristan helped coordinate a number of sizeable account funding transactions across multiple share dealing accounts. Throughout the process he was professional, responsive, proactive and incredibly customer focused.

What impressed me most was the personal ownership he took from start to finish. He kept me updated at every stage, liaised directly with his cash team, checked transaction allocations, anticipated potential issues before they arose, and always came back with clear and timely updates. Nothing ever felt like too much trouble.

In a world where customer service can often feel transactional and impersonal, Tristan provided the kind of service that genuinely stands out. He combined excellent technical knowledge with a friendly, approachable manner and gave me complete confidence that everything was being managed correctly.

Thanks to his support, all funding transactions were completed smoothly and efficiently, including some time-sensitive transfers and allocations that required additional coordination.

A huge thank you to Tristan for his professionalism, attention to detail and outstanding customer care. He is a real credit to Halifax Share Dealing and Lloyds Banking Group.

Joe was so helpful ,i kept putting the call of forgetting its my money😊 it was such a relaxing process Top guy

Once I got thru on the phone the staff were very clear and concise with the details that I had to be aware of. My frustration was that I received emails and then 12 hours later the password to open the documents by which time I had blocked my access because I was trying the wrong password!!! The wait on the phone was quite long for general enquires but a lot quicker for a dedicated service.

Deborah was very informative, detailed and concise in providing the correct information on my recent call to Scottish Widows; a very professional call, thanks Deborah,
Regards....Michael