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

Our FREE Pension Tracing Service

Trying to locate a lost or forgotten pension? We can help you trace these pensions with our FREE pension tracing service. Simply submit the form below to get started.
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 PENSION

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 here

GOV.UK

Our Free Pension Tracing Service

By using our free pension tracing service you can find pensions that may not be 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.

If you are unsure if you have any lost pensions but are interested in finding out more please submit the form below. 

We are specialists in financial advice celebrating 28 years in business, with a network of qualified financial advisers in the UK who can offer phone based, zoom or face-to-face appointments; whatever is best for you.

Past performance should not be regarded as a guide to future performance.

Find your Lost Pensions

Our service is all about focusing on finding your lost pensions with as little interference to you as possible. We handle most aspects of tracking down these unclaimed pensions saving you time and money. 

We even take the process that step further by reviewing the pension once found and explaining the outcome in more detail by providing you with a personal pension statement. This statement will show you some important information such as what your pension is currently worth, what funds your plan is invested in and what you are likely to receive in retirement. It is important to stay on top of your pensions and our online pension tracing service UK based website will certainly help you to do this.

Our Easy Process

Pension Tracing Service UK is here to help you locate or trace any pensions that you may have lost or misplaced. We operate a simple 5 step process that we feel takes the frustration out of doing this yourself. Not only do we locate your pension and give you the information, one of our highly trained financial adviser’s will also conduct a free initial review and explain your pension(s) in detail in a way that you will understand.
OUR EASY PROCESS

Our FREE Pension Tracing Service

Our Pension Tracing Service is FREE and easy to use. 
Simply complete our form and one of our pension agents will be in touch to start the process to trace your pension.

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.
03300 538 618
Beals Mortgage and Financial Services Ltd - 
Unit 1, Fulcrum 2, Solent Way, Whiteley, PO15 7FN

Our Services Include:

A free tracing service for lost, old or unclaimed pensions.
A free, no obligatory initial consultation.
A free review of your pension(s) including our recommendations and;
A chargeable implementation service if you decide to accept our recommendations.

FAQ's

We know that pensions can be difficult to understand so we have detailed some of the most frequently asked questions on our FAQ page.
FIND OUT MORE

How much will this service cost?

Our Pension Tracing Service is FREE of charge and holds no obligations. This means that you can apply and we will do the work for you, without the worry of costs.

How does our service differ from the Department of Work and Pensions (DWP)?

The Department of Work and Pensions also offers a free pension tracing service, where you can search by employer or a pension provider in order to obtain contact details. Although this service is free, we’re able to take additional steps in the process by offering added services such as retrieving valuations, providing initial consultations, reviewing your current arrangements and providing financial advice if you should wish to proceed with any recommendations.

Can I apply via Post or Email?

Yes, you may apply via post or email. Email info@pension-tracing-service-uk.co.uk to find out more.

  • Disclaimer

    Please be advised by filling in the form below you will be contacted by telephone and email by a member of our Pension Tracing team. Please do not submit a form if you do not wish to be contacted about our FREE Tracing service.
  • We are unable to help you if you do not live in the UK currently.
  • Enter previous name(s) if applicable
  • Date Format: DD slash MM slash YYYY
    By submitting your information you are consenting to us contacting you.
  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace.
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 pension is unlikely to be in the best interest 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 customized to suit your individual situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT US
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

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.
crossmenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram