Start tracing your pension now | Our simple form takes a few moments to complete, you are well on your way to finding your lost pension.
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or call us FREE on 03300 538 618

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Frequently asked questions

We have tried to make our Pension Tracing Service as simple as possible with our easy 5 step process. However, we know that pensions can be difficult to understand so we have detailed some of the most frequently asked questions below:

01. 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.

02. Why trace a pension?

There are a few reasons why you should trace your pension through our Pension Tracing Service, mainly for the following reasons: To find any missing pension pots that would benefit your retirement To see if your pensions are performing or under-performing To see if the pension is invested in the right funds according to your attitude to risk.

03. How does our service differ from the 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.  There may be additional fees involved when using our service which we will always discuss with you beforehand.  

04. My pension has been located - what happens next?

Once we have found your pensions, we compile all the information into your own personal pension statement. We then get our pension agents to get in contact and arrange a time that is most convenient to yourself, for a qualified pension adviser to discuss your information in more detail and go through any questions you may have. The qualified pension adviser will also be able to tell you what would be the recommended next step based on a number of things such as your attitude to risk and whether your current pension is performing well or not.

05. Why transfer a pension?

Once we have found your pensions, we compile all the information into your own personal pension statement. We then get our pension agents to get in contact and arrange a time that is most convenient to yourself, for a qualified pension adviser to discuss your information in more detail and go through any questions you may have. The qualified pension adviser will also be able to tell you what would be the recommended next step based on a number of things such as your attitude to risk and whether your current pension is performing well or not.  There may be additional fees involved when using our service which we will always discuss with you beforehand.

06. What about the State Pension?

We offer advice and have expertise in with most pension types. When it comes to the state pension, we believe that its better to talk direct with the source. Please click here to visit the GOV.UK site for state pensions. You can also calculate when you’ll reach State Pension age or Pension Credit qualifying age and how much you may get in today’s money for your basic State Pension by using the State Pension Calculator.

Still have some unanswered questions?

When talking about pensions, there are a few things that you need to know. In simple terms, a pension provides income to live on in retirement. There are state benefit schemes offering limited financial support for your old age, and a number of other private schemes enabling you to build a larger fund for the future. To avoid a paltry income in retirement it is in everybody’s best interest to save more for it.

Our pension tracing service 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.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. There are a number of types of pension schemes including group or occupational pensions, personal pensions, the state pension and SERPS Below is a summary of the different type of pensions but if you would like more information, our Pension Tracing Service includes our FREE initial pension review line for you to call.

Pension Tracing Service

Start tracing your pension now
Freephone: 03300 538 618

Email: info@pensiontracingservice.co.uk

Unit 1, Fulcrum 2, Solent Way,
Whiteley, PO15 7FN
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
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