Single Pension Trace
£75
Suitable where one pension requires tracing.
Includes:
✔ Contacting the provider
✔ Confirming scheme details
✔ Current value (where available)
✔ Inclusion in written summary for this plan.
Up to 5 Pensions
£225
Ideal for clients with multiple previous employers.
Includes:
✔ Tracing up to five pension schemes
✔ Provider confirmation
✔ Current values (where available)
✔ Structured written summary
Additional Pensions (6+)
£40 per additional pension
Includes all services in single and multiple plans
Pension statements can be complex. We provide clear explanations to help you understand what the figures mean.
60–90 Minute Session
£95
Includes:
✔ Explanation of current value
✔ Defined contribution vs defined benefit clarification
✔ Projections and assumptions
✔ Charges overview
✔ Death benefits explanation
✔ Follow-up written summary
We provide general educational guidance to help you understand different types of savings arrangements.
60 Minute Session
£85
Includes:
✔ Types of savings accounts
✔ How interest works
✔ The impact of inflation
✔ ISA overview
✔ General discussion of available options
We do not recommend specific products or providers.
For clients who would like both pension and savings understanding in one structured session.
Up to 2 hour session
£150
Includes:
✔ Pension statement explanation
✔ Savings education
✔ Written summary
✔ Next steps guidance
Our service is designed to provide practical assistance, clear explanations and organised documentation at a difficult time.
From £295
Includes:
✔ Provider identification & contact
✔ Document explanation
✔ Written summary
✔ Support with next steps
Payment is required before work begins and can be made by debit card / credit card or bank transfer.
You may choose:
• Full payment in advance
OR
• 50% at commencement and 50% upon completion
Home visits incur an additional £50 fee to cover travel and time allocation. This fee is non-refundable where the appointment is cancelled or rescheduled within 24 hours of the appointment time.
PensionFinderUK Ltd is not VAT registered; VAT is not chargeable.
We do not:
✘ Charge a percentage of pension value
✘ Handle client pension or savings funds
✘ Provide regulated financial advice
✔ PensionFinderUK may receive an introductory fee from an FCA authorised Independent Financial Adviser where a client chooses to proceed with regulated advice following a referral.
This does not affect the fee you pay for our services.
Our fees relate solely to tracing and guidance services.