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 offer a FREE initial service with no obligation that does the majority of the work for you such as completing the paperwork and offering full support along the way.
This website describes the Pension Tracing Service provided by Beals Mortgage and Financial Services Ltd. 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 Goverment's Pension Tracing Service below.
Are you one of the thousands of people who have a lost or unclaimed pensions?
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
There could be many reasons as to why you need our Pension Tracing Service, for example, having a lost a pension due to moving homes or changing employment. If you choose to use our free 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 best 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.
Not everyone knows if they have a lost pension but it is definitely worth finding out by calling us FREE on 03300 538 618.
By using our service you can find pensions which may not 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 click here We are specialists in financial advice and have been operating for over 6 years with a countrywide network of qualified financial advisers with a combined experience of over 21 years, who can offer phone based or face to face appointments; whatever is best for you.
Our Service Includes
A free initial tracing service for lost, old or unclaimed pensions.
A free, no obligatory initial consultation.
A free review of you pension(s) including our recommendations.
A chargeable implementation service if you decide to accept our recommendations.
You could be sitting on a nest egg
Did you contract out of SERPS in the 70′s or 80′s? If so, you could well discover a nest egg waiting for you. If you are unsure if you have an unclaimed SERPS pension, all you need to do to find out is apply with us.
Pension Tracing Service has helped hundreds of clients track down their pensions and providing them with a free pension review.
If you feel your pension may be under performing 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. This Pension Review is free and has no obligation.
People go through several jobs during their working life and can easily forget where and how much they’ve contributed to a past pension, or have lost details about their scheme.
There is an estimated £19.4 Billion in unclaimed pensions (ABI, May 2020), and demand for tracing pensions is growing. We can help you find all your lost pension pots.
This website does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers.
The Financial Conduct Authority does not regulate Auto-Enrolment
The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
PensionTracingService.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
