Trace lost pension plans

Find your lost pensions!

If you haven’t already taken advice, it’s likely you keep your finances in the messy-drawer. Most of us are guilty of receiving statements, which we recognise as important and something we should keep, but file them in a drawer for the future. You’ve moved house, changed partners, birthed children, switched jobs and even moved countries.

You’ve no idea where those important documents are now, and worse, the pension companies or insurers have changed hands, names, contact details. What to do?

We’ve launched a FREE pension research toolkit to help trace your lost pensions. We have found pensions worth tens, even hundreds, of thousands of pounds which were forgotten about! If your lost pension is from past-employment, list your past employers and the dates you worked there, your pension can be traced.

Your pension money is waiting to be claimed!

If you know the name of the pension provider and can provide your key contact information for your time as an active member, we can help let you know who to get in touch with.

Tracing Lost Pensions

If you were a member of a DB scheme, check our database for contact details here. Use the template contact and enquiry letters from our FREE research toolkit. If you’re uncertain of the scheme name, contact the Pension Tracing Service.

It is important you plan your retirement firstly with an audit over what you have in place. If you have several pension policies dotted around, they can benefit from consolidation. A SIPP or QROPS can be used to switch your pension funds into and engage in your planning strategy. By switching funds into one plan, you can streamline your investment strategy and reduce cost.

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Our panel of adviser firms must undertake a comprehensive due diligence process. We only refer to firms with locally-appropriate regulation and insurance.

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Whilst every care has been taken in the preparation of our website and publications, they are intended as a guide only. Readers are advised to seek professional regulated financial and tax advice before making any changes to their planning or investments. Our publications, including website and guides do not offer investment or pension advice and nothing in them should be construed as investment or financial advice. Our publications, including guides and website are not, and should not be seen as, a recommendation to use any particular investment or planning strategy.

You must carry out your own research before making any investment decision or change to your planning. The information published has been obtained from sources that we believe to be accurate. Although reasonable care has been taken, we cannot guarantee the accuracy or completeness of any information published. Articles and opinions published may be wrong and may change at any time. You must always carry out your own independent research and verify information and data you collect before making any financial decisions or planning changes.

Financial and pension planning is complex, and must be tailored to the individual client’s needs, objectives and circumstances. Teach Learn Resources Ltd do are not regulated by the Financial Conduct Authority and do not offer financial or tax advice. Our only business is to act as a professional introducer to regulated IFA firms worldwide. Contact us for more details about our panel of approved adviser firms and the regulation held in your jurisdiction.

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