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.
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
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
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 be performing well and speak to our financial advisers who can review your pensions and help you possibly get more out of your pensions.
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 anywhere from 1-8 weeks, sometimes longer, depending on the provider. We regularly follow up with your providers throughout this period to send through all of 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!
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 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.
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. Our service includes a free review of your pensions and includes our recommendations, if you decide to accept our recommendations a fee may be charged.
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
o Auto enrolment, Tax Planning, Inheritance Tax Planning, Estate Planning, Legacy Planning, Powers of Attorney and Pension Tracing are not regulated by the Financial Conduct Authority.
Looking for a pension specialist financial adviser near you?
Book a free initial telephone call with a qualified pension adviser today!
