Yes, the Pension Tracing service is worth the fee for several reasons. Firstly, it provides convenience by handling all the intricate steps of the pension tracing process on your behalf, ensuring that no detail is overlooked. Secondly, you receive the expertise of dedicated case handlers who not only trace pensions but also provide comprehensive reports and recommendations tailored to your situation. Additionally, the complimentary pension health check offers valuable insights into your overall retirement savings, helping you make informed decisions. Overall, the service aims to save you time and money, provide clarity, and ensure that you are in the best position concerning your pension schemes.
The free pension tracing service is carried out by our specialist pension adviser firm, however in order to qualify for this you need to be able to provide some support for the value of your pension savings and they will only provide the free service IF the value of your pension savings is over £50k.
A personal case handler will be your dedicated point of contact throughout the process. They will gather the necessary personal information, contact the Pension Tracing Service, reach out to employers, communicate with pension providers, and guide you through the online fact find on your behalf.
Once the pension tracing is complete, the comprehensive report will include details about the identified pension schemes, their current status, and any potential benefits you may be entitled to. It will also provide recommended next steps based on the information obtained
You can, if you have time on your hands and patience you can trace your old pensions yourself. However, this can be time-consuming and you will not have access to the systems that we do and because we have vast amounts of knowledge about the pension funds market place, we are well-placed to find your funds. You can DIY your pension tracing, but it could mean you could miss valuable assets that you were not aware of.
The complimentary pension health check is a part of our service where our experts review your overall pension situation, assess the adequacy of your retirement savings, and provide guidance on maximising your pension benefits.
The timeframes for completing the pension tracing process may vary depending on the complexity of your case, the responsiveness of employers and pension providers, and any additional documentation required.
The service aims to expedite the pension tracing process, provide convenience, and offer professional expertise to assist clients in securing the pension information they need and making informed decisions about their financial well-being
About Pension Pie
PensionPie.com works with a partner company called Pension Trace LTD to provide forensic pension tracing services for you.
Pension Trace Limited is registered in England and Wales number 14833919.
Pension Trace Limited, Booths Park 5, Chelford Road, Knutsford, Cheshire, WA16 8GS.
Registered as a Limited Company in England and Wales – Company No. 12013134
Experience That Counts
At Pension Pie, our utmost priority is our valued customers. We take pride in prioritising your needs and ensuring that you receive exceptional customer service and exceptional value for money.
As a specialised pension tracing service that focuses on locating lost funds, Pension Pie is dedicated to providing you with the “simple solution” you need.
We only put you in touch with Pension Trace LTD and where applicable specialist pension advisors who provide a free pension tracing service advisers. Pension Trace LTD and selected advisers are authorised and regulated by the Financial Conduct Authority.
Lost pension values and statistics taken from Association of British Insurers, October 2022.
All advisers are regulated by the Financial Conduct Authority and you are therefore protected by the Financial services compensation scheme.
The information on this website is subject to the UK regulatory regime and is targeted at customers in the UK.