TRACE YOUR PENSION

If you’ve changed jobs during your career, you may have a pension with more than one employer or pension provider. It’s important to track down all the different pension schemes you’ve paid into, so that you can be sure you’re claiming everything you’re entitled to in retirement.

Many people will have a number of pensions throughout their lifetime and when moving homes its easy to forget to inform the providers of your new details which results in lost pensions. So, if you think you’ve had a pension in the past, but can’t remember the details, don’t worry, it’s a more common problem than you think.

We would be happy to locate pensions you may not have accounted for. If you provide us with as much information as you can and together we can go through the best options for you.

                                                                                                                                                                                                                                                                                                                                                               

  • Letter of Authority

Plan Information

Type of Plan

Provider Name

Provider Address (Last known)

Plan Name (scheme name)

Policy/ Plan Number

Last Know Valuation (£)

Your Information

Full Name

Marital Status

Date of Birth

National Insurance Number

Contact Number

Email

Your Address

Servicing

What would you like to do?

How would you like to receive the completed form for you to sign?