We are excited to introduce our new Pension Tracing service this summer.
For over 50 years, we have been dedicated to continuously improving our services to support your financial future. We are excited to introduce our ‘new service’ designed to help you recover pensions you may have lost track of over the years and make sure no valuable pension is left unclaimed.
Take Control of Your Retirement with Our Unique 3-Step Process:
1 – FIND
Using your basic details such as your name, date of birth, and previous employment information we conduct a thorough search across major pension providers. This process allows us to locate any forgotten or unclaimed pensions, even if you don’t have contact details for your former employers or pension administrators. Our advisers will handle the entire tracing process on your behalf—contacting schemes, gathering information, and providing you with a clear summary of your pensions.
2 – REVIEW
Once your pensions are found, we will thoroughly review each one to assess their current value, terms and options – ensuring you understand what you have and how best to manage your pot. We will explain the details and provide you with an overall summary.
3 – UPLIFT
We can help you improve your pension values by consolidating pensions and transferring to better providers where appropriate. We will update your investments choices to suit your goals and risk profile and help you to maximise contributions and tax relief.
With our expert guidance, no valuable pension will be left unclaimed. Let us help you secure a brighter retirement today!
Contact us now to get started with your pension tracing journey!
All our pension tracing, research and associated administration costs are provided to you without cost or obligation.
