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.
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 at https://www.gov.uk/find-pension-contact-details

Questions

If you would prefer to speak with one of our pension tracing agents on the phone, please call us on:

Freephone: 03300 538 618

Why Choose Us?

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.

Contact Us

Freephone: 03300 538 618
Email: info@pension-tracing-service-uk.co.uk

Disclaimer

Pension Tracing Service UK.co.uk is a trading style 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
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