Free Pension Tracing Service

Did you Know, there is an estimated £140 billion of unclaimed pension funds?

Over time it is easy and very common to lose touch with pension savings. We change jobs, move house, and the companies we have worked for change ownership or close down. All these changes over time make it very difficult to keep in touch with your valuable pension savings.

Pensions Advice UK advisers will help you trace your old pensions for FREE**(terms apply), and as part of this process, you will also receive a Free Pension Health Check – to make sure your funds are on track, in the best place and you are not being overcharged.

Get started today, “un-freeze” your pension savings, and get them working for you…

Input your details below, and we will do the rest!

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1Your Details

2Your Pensions

3Optional Details

Your Details

Name*

Email*

Enter Email Confirm Email

Phone*

Mobile*

Date of Birth*

Address*

House No/Street Address Line 2 Town / City Postcode Country

National Insurance Number:*

This section is important. Please ensure that you list ALL your pensions, including the ones you are aware of, and those that require tracing.

We kindly request you to provide comprehensive details as it greatly assists us in locating any missing pensions and assigning the most suitable Financial Adviser to cater to your unique situation.

Pension 1

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 2

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 3

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 4

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 5

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 6

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 7

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 8

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 9

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Pension 10

Employer:*

Provider:

Policy Number:

Value:*

Is the value Estimated or Confirmed?*

Unsure of the value of your pension? Why not use our simple and quick Pension Earnings Calculator? Do it for every pension you need!

Pension Earnings Calculator

Defined Benefit or Defined Contribution?*

Is this an NHS pension?*

Do you have another pension to add?*

Oops! We've ran out of options, but don't worry! If you have more pensions to add, please do so in the 'Extra Pension Information' box at the end of the form.

Your Total Pension Value

Estimated Total Pension Value:

Additonal Information

Extra Pension Information

Do you already receive advice on any of your pensions or investments from St. James's Place?

ERROR: You MUST include pension values, even if they're estimated, as well as the name of the Employer or Provider. Without this information, we are unable to initiate the tracing process.

Optional Details

This section is entirely optional but to ensure we provide you with the best possible advice and guidance, we kindly ask that you fill out the following optional questions with as much detail as possible. In addition to your pension information, we also ask for details about any other assets you may have, as well as your employment and income information. This will allow us to assign the most appropriate Independent Financial Advisor (IFA) to help you achieve your financial goals.

Would you like to provide more information on other assets you have?

Do you own your own home?

Do you have a mortgage?

Approx House Value:

Approx Mortgage Balance Remaining:

Other assets you own:

Asset 1 Name

Description

Value

Asset 2 Name

Description

Value

Asset 3 Name

Description

Value

Asset 4 Name

Description

Value

Asset 5 Name

Description

Value

Estimated Total Value of Assets:

Extra Information

Would you like to provide more information on your employment status?

Current Employment Status:

Employer / Company Name:

Annual Earnings:

Preferred Contact Method*

When it comes to communicating with your IFA (Independent Financial Advisor), we highly recommend selecting either Zoom or Microsoft Teams as your preferred contact method. Both platforms offer advanced features and functionality that can greatly enhance remote communication and collaboration. You can benefit from face-to-face interaction, screen sharing, and other collaborative tools that are not possible with phone calls. Even if you don't feel like being on camera, video conferencing allows you to see your advisor and receive personalised advice. So, to get the most out of your interactions with your IFA, we suggest choosing Zoom or Microsoft Teams as your preferred contact method.

Password*

Enter Password Confirm Password

Please choose a password, as we will create you an account so you can login and view your latest pension information, your assigned IFA, and update details.

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Pension Form Done?

Comments

This field is for validation purposes and should be left unchanged.

Your details will be passed to financial advisers who will carry out an investigation on your behalf to find lost pensions or frozen pension funds, then, offer advice on how to best manage these funds.
Please note: All advisers do not charge for the initial consultation and the pension search as it forms part of the advice service. You can then choose to take up the advice, at which point the adviser firm will need to stipulate any charges and fee’s before proceeding.
*If ALL your pension pots (including the ones you already know about) exceed £15,000* we will carry out an investigation to find lost or frozen pension funds. Alternatively, we may be able to offer a chargeable standalone tracing service. Most people in their 40’s and 50’s who have been contributing to pensions for at least 10 years will likely have pension savings worth more than £15,000 and therefore should easily exceed the £15,000 no-obligation pension tracing bracket.

Where is My Pension?

Find lost funds, we can go back many years and find pensions that you had lost touch with. Pension savings that you may have thought were small due to the amount you contributed, but in lots of cases these funds may have grown significantly and be worth much more than you think!

How Much Is Your Pension Worth?

By allowing us to carry out a thorough pension tracing investigation, we can get an accurate value of how much your pensions are worth. Once we have the right information, our specialist qualified pension advisers will help you to utilise the funds in the way that works best for you.

Improve Your Retirement Income?

By getting advice about your pension funds and managing the funds they are in, you could improve your overall retirement income potential.

Billion’s in Unclaimed Funds!

* There is currently an estimated £140 million in unclaimed “lost” pension savings. This is money people have previously saved for retirement, that is unclaimed. So, it is worth checking if you could have pension funds that have not been claimed!