Home / Our Services / Tracing Lost Money and Financial Policies
We have a dedicated research team experienced in tracing lost financial policies and money.
We have a dedicated research team experienced in tracing lost financial policies and money. Many of our clients have worked across various firms, and collected various financial policies which they now have no or little record of. Major financial institutions often re-structure, and we have seen various mergers and acquisitions over the years which can make personal administration a burden.
We can help you trace, value and understand
- Lost pension plans
- Insurance contracts review
- Company pensions
- Workplace pensions
- Defined benefit schemes (“final salary”) – what your future income may be
- UK ISA holdings
- UK cash and international cash holdings
- Endowments
- Share holdings
How we can help
- Pension research service
- Pensions & retirement review
- Understand your current position
- Plan ahead to meet your goals
- Transfers & consolidation
