SME UK Enterprise Awards:  Most Trusted Pension Tracing Services Provider 2024 - Hampshire

Lost or Forgotten Pension Pot?

Our Pension Tracing Service is FREE and easy to use! Simply complete the below form and one of our pension agents will be in touch to start the process to trace your pension.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
FIND LOST PENSIONS

WHY US?

We offer a FREE no obligation service that does the majority of the work for you such as completing the paperwork and offering full support along the way
ABOUT US

IMPORTANT

This website describes our Pension Tracing Service. We are not affiliated with the Government’s Pension Tracing Service and if you have come to our site by mistake you can find the UK Government’s Pension tracing service 
GOV.UK

FIND LOST PENSIONS

Start Tracing your lost or unclaimed pensions now. Our simple form should take no longer than 5 minutes to complete and start the tracing process
FIND LOST PENSIONS

Our Services Include:

A free tracing service for lost, old or unclaimed pensions.
A free, no-obligation initial consultation with a pension adviser near you.
Qualified expert advice from pension specialist financial advisers.
A free review of your pension(s) including our recommendations and;
A chargeable implementation service if you decide to accept our recommendations.
£50 Billion in Pension Savings estimated to be lost. Analysis by the Centre for Economics and Business Research reveals that one in five workers believe they have lost a pension pot in the UK, could some of it be yours?
*Source: moneyweek.com 4th September 2024*

There could be many reasons why you need our Free Pension Tracing Service, for example, having lost a pension due to moving homes or changing employment.

If you choose to use our free pension tracing service we can help you to find out the exact value of any pensions you may have lost track of, whether or not your pension is in the right place for what you need, and with the help of one of our dedicated team of qualified advisers help explain to you the different routes you can choose to go down with your pensions. By using our service you can find pensions which may not performing well and speak to our financial advisers who can review your pensions and help you possibly get more out of the money you put into your pensions.
Past performance should not be regarded as a guide to future performance.
FREE PENSION TRACING SERVICE

Our Easy 5 Step Pension Tracing Process

Submit our Online Form

Before we can start finding your lost or unclaimed pensions, we need to know more information about you. Below is a form that should take no longer than 2 minutes to complete. Once completed, our pension tracing team will contact you to go through everything with you in more detail about the information you are looking for and to give you more information about us.

We complete and send through the documentation

Once we have spoken with you and gathered the necessary information, we complete all the required forms and send them out to you. Most important would be the letter of authority that allows us to speak with your providers on your behalf.

Your signature is required to continue

We will send letters of authority to you either digitally by DocuSign or post, depending on whether the provider accepts digital signatures or not. You need to check the documentation and sign where required. If sent to you by post you will need to return the signed copies to us using our provided freepost envelope.

We request information that you are looking for

We run through your returned paperwork to check for any errors before sending off to the providers so we can start the search to locate your lost or frozen pension. When checking the forms, we will also give you a courtesy call to tell you the progress of your pension trace.

We review the information and explain it to you

This part of the process can take quite a while as we have to chase the providers to send through all of the requested information. Once everything is received, your information will be passed across to one of our Qualified Financial Advisers who will call you to discuss the information and answer any questions you may have.
Looking for a Pension Specialist Financial Adviser near you? Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a Defined Benefit/Final Salary scheme is unlikely to be in the best interests of most people.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT US

  • ALEX HUDSON

    Financial Planner

    CHARLES BOYD

    Financial Planner
    Chris Milczarek

    CHRIS MILCZAREK

    Financial Planner

    DEAN FERMIE

    Financial Planner

  • DANIEL PYLE

    Financial Planner

    JAMES BLACK

    Chartered Financial Planner

    JAMES GRANT

    Financial Adviser

    LIDIA HOSSELL

    Financial Planner

  • MIKE SMITH

    Financial Planner

    PAUL JANES

    Director

    TREVOR WALLBRIDGE

    Financial Adviser

    WILL ASHLEY

    Financial Planner

Have you built up a Nest Egg with a SERPS Pension?

Did you contract out of a SERPS Pension in the 70′s or 80′s? If so, you could well discover a potential Nest Egg waiting for you. Thousands of UK residents are unaware that there are millions in unclaimed serps pensions and all anyone needs to do to claim a theirs, would be to apply with us. Pension Tracing Service has helped hundreds of clients tracking down their pensions and providing them with a free pension review.
MORE INFO

Are you due a Pension Review on your pension(s)?

If you feel your pension may be underperforming or simply want to check that you’re on track to your retirement goals; we recommend you consider a pension review. Our review will tell you how your pension is performing, good or bad, as well as uncovering any nest eggs in old pensions or old serps pensions they you may have forgotten about. This Pension Review is free and has no obligation.
MORE INFO
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.
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