Customer Promise

We believe that everyone should be entitled to a free financial review

To receive financial advice it is very important that an adviser initially has a full understanding of the material facts relating to your financial situation.

Our customer Promise

"If your existing arrangements are suitable to your needs and performing well, you will not be advised to take further action."

"All of our Approved Advisers are authorised and regulated by the Financial Conduct Authority."

"The tracing service will be provided completely free of charge."

"The review of your existing arrangements will be provided completely free of charge."

Find a lost pension only solves half of the problem, typically clients ask:

  • How much is my pension worth?
  • What do I do with my pension now?
  • Can I withdraw some of my money from my pension now?
  • How is my pension performing?
  • Can I move my pension?
  • Should my pension be left where it is?

Helpful information

The Pension Tracing Service

Telephone: 0800 1223 170
From outside the UK: +44 (0)1782 478703
Monday to Friday, 9am to 5:30pm

Find out about call charges


The Pension Tracing Service
Unit 6 - 7 Glebe House
Boothen Old Road

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