Your data will not be shared with a third party other than for the purpose of completing the service which you have applied for. 

Your data will not be shared with a third party other than for the purpose of completing the service which you have applied for. 

Phone 0800 1223 170

to make a telephone application

Lines open: Mon - Fri 9am- 5:30pm

Phone 0800 1223 170

to make a telephone application

Lines open: Mon - Fri 9am- 5:30pm

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Copyright 2016 by Pension Tracing Service ® 

This service is not affiliated with the Department of Work and Pensions or any government body. The Pension Tracing Service does not offer financial advice to our clients. However we can allocate you an Authorised and Regulated Pension Specialist. 

Copyright 2016 by Pension Tracing Service ® 

This service is not affiliated with the Department of Work and Pensions or any government body. The Pension Tracing Service does not offer financial advice to our clients. However we can allocate you an Authorised and Regulated Pension Specialist. 

Process

Process

Our pension tracing service requires 3 simple steps before we can start the tracing process. Our 3 simple steps are very straight forward and is the start of your journey.

If you had any queries regarding our 3-step-process, then you are more than welcome to contact an adviser who will be able to answer any of your questions and also give guidance if necessary. 

Our pension tracing service requires 3 simple steps before we can start the tracing process. Our 3 simple steps are very straight forward and is the start of your journey.

If you had any queries regarding our 3-step-process, then you are more than welcome to contact an adviser who will be able to answer any of your questions and also give guidance if necessary. 

Authorisation 

We will conduct an initial search to locate where your pension may be, however to confirm we need your written authorisation due to data protection laws.

To have authority to trace the pensions on the behalf of yourself or a loved one, we do require a signature on our Letters of Authority - This is to show pension providers that you have given us permission to gather any pension information you may have with them. 

You can get further information on what we do with the information you provide us by visiting the pages below. 

Authorisation 

We will conduct an initial search to locate where your pension may be, however to confirm we need your written authorisation due to data protection laws.

To have authority to trace the pensions on the behalf of yourself or a loved one, we do require a signature on our Letters of Authority - This is to show pension providers that you have given us permission to gather any pension information you may have with them. 

You can get further information on what we do with the information you provide us by visiting the pages below. 

Search

We search for pensions by contacting the pension providers who administered your previous place of work pension scheme. Your signed letters of authority will be sent to the providers who then undertake a search on their system in order to locate your details.

If they are unable to locate any of your details, don't worry! We have many pension schemes that we can check for you in order to trace your pensions. 

Sometimes we may require a little bit more information or proof of some details. This may include things such as up to date proof of address, proof of name change. This will allow the providers to update their records enabling them to find your details more quickly in the future.

Search

We search for pensions by contacting the pension providers who administered your previous place of work pension scheme. Your signed letters of authority will be sent to the providers who then undertake a search on their system in order to locate your details.

If they are unable to locate any of your details, don't worry! We have many pension schemes that we can check for you in order to trace your pensions. 

Sometimes we may require a little bit more information or proof of some details. This may include things such as up to date proof of address, proof of name change. This will allow the providers to update their records enabling them to find your details more quickly in the future.

Report 

The Pension Tracing Service ® is not authorised to give advice on your pensions, so once we have located them you will be allocated a pension specialist who will create a bespoke report on everything that we have found.

The FCA registered and regulated pension specialist we allocate to you will be able to give you a full report about the performance of your pensions and also give you useful tips and help to make sure that you can get the absolute best out of your pensions when it comes to retirement. 

Report 

The Pension Tracing Service ® is not authorised to give advice on your pensions, so once we have located them you will be allocated a pension specialist who will create a bespoke report on everything that we have found.

The FCA registered and regulated pension specialist we allocate to you will be able to give you a full report about the performance of your pensions and also give you useful tips and help to make sure that you can get the absolute best out of your pensions when it comes to retirement. 

Start your application

In order to trace your missing pensions you will need to supply us with some basic information about you and your pensions.

You will need to give the Pension Tracing Service permission to share your details with 3rd parties in order for us to be able to locate your missing pensions. 

How is your data used?

Start your application

In order to trace your missing pensions you will need to supply us with some basic information about you and your pensions.

You will need to give the Pension Tracing Service permission to share your details with 3rd parties in order for us to be able to locate your missing pensions. 

How is your data used?

Documents posted to you

We will need your signed written consent in order to write out to organisations on your behalf. 

Documents posted to you

We will need your signed written consent in order to write out to organisations on your behalf. 

Sign and return the documents to us

Simply sign and return the documents to us. The more information you supply to us at this point the easier it will be for us to locate your missing pensions.

Sign and return the documents to us

Simply sign and return the documents to us. The more information you supply to us at this point the easier it will be for us to locate your missing pensions.

No stamp required.

We will supply you with a prepaid envelope.

No stamp required.

We will supply you with a prepaid envelope.

We find your missing pensions

In order to trace your missing pensions we will need to write out to various places on your behalf e.g. HMRC, pension providers, previous employers and trustees.

We will continuously chase these on your behalf until we receive response.

We find your missing pensions

In order to trace your missing pensions we will need to write out to various places on your behalf e.g. HMRC, pension providers, previous employers and trustees.

We will continuously chase these on your behalf until we receive response.

We will need to share some of your personal details to locate your pensions.

We will need to share some of your personal details to locate your pensions.

A financial adviser will explain everything to you

As part of the process we work with qualified pension specialist to assist in the process. Once we have further information your allocated specialist can start your pension review. 

We'll find out the value of your pension, how well it's performing and what you're paying in charges. Then we'll check the whole market to see if we can find you something better.

A financial adviser will explain everything to you

As part of the process we work with qualified pension specialist to assist in the process. Once we have further information your allocated specialist can start your pension review. 

We'll find out the value of your pension, how well it's performing and what you're paying in charges. Then we'll check the whole market to see if we can find you something better.

Your expert adviser may recommend that your pension savings are better off elsewhere. Find out more.

Your expert adviser may recommend that your pension savings are better off elsewhere. Find out more.

Missing Pensions Found

Pension Reviewed

Pension Improved

Peace of Mind

Missing Pensions Found

Pension Reviewed

Pension Improved

Peace of Mind

Finished

Finished

We have helped over 40,000 people with over £200m in pension savings since 2013. 

Are you due a pension windfall?

We have helped over 40,000 people with over £200m in pension savings since 2013. 

Are you due a pension windfall?

How to find your lost pensions

How to find your lost pensions

Simple step-by-step process

Simple step-by-step process

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