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How does Pensions Finder Work?

A step-by-step guide to claiming back your pensions

Signing Contract

Step 1

Letter of Authority

To register your interest, you need to complete a Letter of Authority for each pension. If you're not sure if you have a pension, or who the provider is, write down what you do know and Pensions Finder will look into it for you.

The form contains basic details that will grant Pensions Finder permission to get in touch with your pension holders. (For information purposes only).

Step 2

Tracing your Pension Schemes

Pensions Finder will then begin to search for your lost pensions.

Once your pensions have been located, you will receive a notice requesting an up-to-date valuation from each provider, in order to provide a clear picture of your current retirement position.

Analyzing the Markets

Step 3

Pension Analysis

Financial Advisor consultation
Pensions Finder will get back to you with a full analysis and explain each valuation. What you choose to do with that analysis is completely up to you.
If you are interested in receiving further assistance and making better use of your pension funds, with your permission your details can be passed on to a selected adviser panel.
They may charge a fee for their introduction, however, this is not always the case, if you intend on using this service to see where you stand.
The adviser is approved by the Financial Conduct Authority (FCA) and your retirement savings will be appraised and managed by an accredited pension adviser.
If you would like to find out more about the Pensions Finder service, please do not hesitate to get in touch.
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