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PX Pension Exchange

31 reviews

4.831 reviews
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About PX Pension Exchange

Data updated
Website
www.pensionexchange.co.uk
Category
Business Services
Location
United States · London
Status
Unclaimed
Last 12 months
5 reviews
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Is PX Pension Exchange legit?

PX Pension Exchange (www.pensionexchange.co.uk) has a 4.8 out of 5 rating on OK.one, based on 31 user reviews collected here. It is listed under Business Services and its reputation is excellent. Praise is nearly unanimous, with 100% rating it 4 stars or higher; 5 of them were added in the last 12 months. Last updated 2026-08-10.

What people say

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Rob Fowler · 3 reviews · Experienced 2026-05-18 ·

Pension Exchange - Management of my DB Pension Transfer

I am extremely happy with the work that Pension Exchange (PX) have carried out on my behalf. My advisor took the time to fully understand my personal circumstances and from their review of my existing pensions to the implementation of their recommendations, I have been thoroughly impressed with the professionalism and attention to detail that I have seen from PX at every stage of the process. The charges were clear and were advised upfront. Communication has been excellent throughout and my advisor made sure that I fully understood every aspect of their recommendations. Once approved I know that PX then worked proactively on my behalf to expedite the implementation of them. I would have no hesitation in recommending PX.

Reply from PX Pension Exchange2026-05-26

Good afternoon, Rob, and thank you so much for your 5* review. We are pleased we could be of assistance - the PX team

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Rick · 1 review · Experienced 2026-02-24 ·

Qrops transfer to Australia

After emigrating to Australia many years ago I decided to amalgamate 3 old private uk pension funds into one fund with px wealth with the end goal transferring the fund into a qualifying fund here in Australia . Px being a company whom specialised in this type of transfer was my main reason for dealing with this company. From the outset back in 2018 px have been a pleasure to deal with , they seemed to have got my risk factor spot on and invested my funds well with decent returns,, the overseas transfer is a drawn out affair no matter which company you use but px again performed well , I tried tirelessly to await a good time to make the switch of the funds to try and receive as good an exchange rate as possible which again is a crystal ball affair. I would like to thank Jayne littlejohn my point of contact and all her team for their great help during this process, I am so grateful to you all Good luck to each and everyone of you Regards. Richard Ambler

Reply from PX Pension Exchange2026-03-03

Good morning, Richard and thank you so much for your 5* review. We are pleased we could be of assistance - the PX team

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Apple Grumble · 2 reviews · Experienced 2025-12-23 ·

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.

Reply from PX Pension Exchange2026-01-16

Good afternoon, thank you so much for your 4* review. We are pleased we could be of assistance - the PX team

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Pat Barry · 8 reviews · Experienced 2025-11-25 ·

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.

Reply from PX Pension Exchange2026-01-16

Hi Pat, thank you so much for your 5* review. We are pleased we could be of assistance - the PX team

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PC · 3 reviews · Experienced 2025-11-19 ·

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.

Reply from PX Pension Exchange2026-01-16

Good afternoon, thank you so much for your 5* review. We are pleased we could be of assistance - the PX team

M
MARK ROSE · 4 reviews · Experienced 2025-04-30 ·

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

Reply from PX Pension Exchange2025-06-12

Hi Mark, thank you so much for your 5* review. We are pleased we could be of assistance - the PX team

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Juliet Kershaw · 3 reviews · Experienced 2025-05-28 ·

Excellent expert advice and great…

Excellent expert advice and great customer service.

Reply from PX Pension Exchange2025-05-28

Thank you for taking the time to leave PX a review. We are pleased we were able to assist - The PX Team

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Tom Cairney · 1 review · Experienced 2025-02-21 ·

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.

Reply from PX Pension Exchange2025-05-28

Thank you for taking the time to leave PX a review. We are pleased we were able to assist - The PX Team

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Julie I · 2 reviews · Experienced 2024-05-03 ·

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.

Reply from PX Pension Exchange2024-09-24

Thank you for taking the time to leave PX a review. We are pleased we were able to assist - The PX Team

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David Harvey · 1 review · Experienced 2024-09-23 ·

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.

Reply from PX Pension Exchange2024-09-23

Thank you for your kind review David. We are pleased we and especially Jayne, were able to help - The PX Team

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Duncan Campbell · 2 reviews · Experienced 2024-06-26 ·

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.

Reply from PX Pension Exchange2024-06-26

Hi Duncan, thank you so much for your 5* review. We are pleased we could be of assistance - the PX team

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Tom McLean · 9 reviews · Experienced 2024-05-24 ·

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 elsewhere Their 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.

Reply from PX Pension Exchange2024-06-26

Hi Tom, thank you so much for taking the time to leave a review. We are pleased we could be of help to you - the PX team

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Derek · 2 reviews · Experienced 2024-04-02 ·

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.

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Anjum Wazir · 1 review · Experienced 2024-04-08 ·

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.

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TIM BEE · 2 reviews · Experienced 2024-04-17 ·

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.

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Kevin Freeman · 2 reviews · Experienced 2024-03-01 ·

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

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JonB · 1 review · Experienced 2023-10-26 ·

A great service

I received open and honest advice. The whole process was very smooth.

Reply from PX Pension Exchange2023-11-02

Thank you for your 5* review JonB. We are delighted you were happy with the service and really appreciate you taking the time to share your view. Best wishes from the PX team.

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Keiron Smith · 2 reviews · Experienced 2023-07-01 ·

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.

Reply from PX Pension Exchange2023-08-23

Thank you for taking the time to review us. We're very grateful for the positive feedback.

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Brent Burt · 1 review · Experienced 2023-07-22 ·

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.

Reply from PX Pension Exchange2023-08-23

Thank you for the positive review, and we look forward to working with you in the future.

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Avis phillips · 5 reviews · Experienced 2023-07-03 ·

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.

Reply from PX Pension Exchange2023-08-23

We're pleased we were able to help. Thank you for the review.