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. 

Why is a pension specialist important?

Why is a pension specialist important?

First stage

First stage

Independent Financial Advice

Once we trace your pensions an FCA (Financial Conduct Authority) registered Independent Financial Adviser will contact you to produce a free pension report and provide a free and no obligation pension review. 

Your allocated adviser will provide you with comprehensive and unbiased independent financial advice, to help you understand what you have, your options and help ensure you make the right decisions at the right time.

Independent Financial Advice

Once we trace your pensions an FCA (Financial Conduct Authority) registered Independent Financial Adviser will contact you to produce a free pension report and provide a free and no obligation pension review. 

Your allocated adviser will provide you with comprehensive and unbiased independent financial advice, to help you understand what you have, your options and help ensure you make the right decisions at the right time.

Second Stage

Second Stage

What is included in your pension review?

The adviser will produce a comprehensive and easy way to understand report that is performed in two parts.

What is included in your pension review?

The adviser will produce a comprehensive and easy way to understand report that is performed in two parts.

Your Pension Review

The pension review service will help you on your way to achieving the income and lifestyle you desire at retirement. 

You have made a positive start by having a pension but improper management of your pension could still leave you wanting more. The size of your final pension fund will determine how much income you have at retirement. Excessive charges, poor performance or a delay in addressing a contribution shortfall will have a dramatic impact on your fund and retirement income. 

A pension review will highlight these issues and help you to address them as well as detailing the benefits you can expect at retirement and how much tax free cash is available to you now and/or when your retire.

Your Pension Review

The pension review service will help you on your way to achieving the income and lifestyle you desire at retirement. 

You have made a positive start by having a pension but improper management of your pension could still leave you wanting more. The size of your final pension fund will determine how much income you have at retirement. Excessive charges, poor performance or a delay in addressing a contribution shortfall will have a dramatic impact on your fund and retirement income. 

A pension review will highlight these issues and help you to address them as well as detailing the benefits you can expect at retirement and how much tax free cash is available to you now and/or when your retire.

The value of each of your pensions

A projection of funds at retirement 

A comparison with an alternative solution

The current investment strategy and other important information about your pension

The value of each of your pensions

A projection of funds at retirement 

A comparison with an alternative solution

The current investment strategy and other important information about your pension

Whether you will be better off making a transfer to an alternative scheme

What features you desire, such as being able to view your pension online

They will assess the risk you are prepared to 

take (if any) and construct a recommended portfolio

They will recommend a course of action

Whether you will be better off making a transfer to an alternative scheme

What features you desire, such as being able to view your pension online

They will assess the risk you are prepared to 

take (if any) and construct a recommended portfolio

They will recommend a course of action