Our Easy Process

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Our Pension Tracing Service follows an easy 5 step process which is detailed below -

Step 1 - Complete and 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.
Step 2 - 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.
Step 3 - Your signature is required to continue
Once you receive the information pack, you need to read through the paperwork and then sign the required documentation. Once signed, you can send back to us by freepost, email or fax.
Step 4 - 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.
Step 5 - 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.