Our Services

Pension Tracing & Education Services

Pension Tracing

Our Pension Tracing Service is designed to help you locate lost or forgotten pension arrangements accumulated throughout your working life. Whether you have changed jobs, moved home, or simply lost track of previous providers, we carry out structured searches to identify and confirm your pension details. Once located, we provide you with a clear summary of the information received, helping you understand what you have.

Our role is to organise and present the information in a straightforward way — without pressure, obligation, or regulated financial advice.

Pension Statement Understanding

Our Pension Statement Understanding service is designed to help you make sense of the information contained within your pension documents. Pension statements can often feel complex and filled with technical language, projections and figures that are difficult to interpret. During a structured education session, we explain key elements such as fund values, scheme type, charges, contribution history and projected benefits in clear, straightforward terms.

Our aim is to help you understand what you have, how your pension works, and what the information means — without providing regulated financial advice or pressuring you to take action.

Savings Education & Guidance

Our Savings Education & Guidance sessions are designed to help you better understand your savings arrangements and how they support your wider financial plans. Whether you hold individual savings accounts, workplace schemes or other savings products, we explain how they work, what the figures mean, and how they fit alongside your pensions. These structured sessions focus on clarity and education, providing straightforward explanations without regulated financial advice.

If you would like specific investment or product recommendations, we can refer you to an FCA authorised Independent Financial Adviser upon request. service

Bereavement Pension Support

Losing a loved one is an emotional and difficult time, and dealing with financial matters can feel overwhelming. Our Bereavement Support Service is designed to help you identify and understand any pension, insurance or savings arrangements that may exist, guiding you through the process of contacting providers and organising the necessary information. We explain documentation clearly and support you in understanding the options available, without providing regulated financial advice.

Our approach is respectful, confidential and handled with care at every stage.

If specialist advice is required, we can refer you to an FCA authorised Independent Financial Adviser upon request.

Referrals to Independent Financial Advisers

PensionFinderUK Ltd provides pension tracing and guidance services only. We do not provide regulated financial advice or personal recommendations.

Where a client requires tailored financial advice — for example in relation to pension transfers, investment decisions or retirement planning — we may introduce them to an Independent Financial Adviser (IFA) who is authorised and regulated by the Financial Conduct Authority (FCA).

Any regulated advice is provided solely by the authorised adviser, who is responsible for assessing suitability and making recommendations based on your individual circumstances.

You are under no obligation to proceed with any adviser we introduce and are free to seek advice elsewhere.

PensionFinderUK Ltd may receive an introductory fee from an adviser where a client chooses to proceed with regulated advice following a referral. This arrangement does not increase the cost of advice to you and will be disclosed in advance.

We do not accept responsibility for advice or services provided by third-party advisers.