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Tracing a Lost Policy, Pension, Insurance Bond or other financial asset

Tracing a lost policy,Account or other Asset

Bodies that might be of help in tracing lost policies, or old pension plans with previous employers, old and dormant bank accounts,  etc. If you have discovered an old share certificate then you can try and trace the firm.

We have been receiving significant number of inquires regarding lost asset tracing services.
Can you help us by filing out this 4 question survey.

If after exhausting the information and resources below without success it may be worthwhile to employ a professional firm to investigate and trace for you.  However, it should be realised that this is likely to be expensive and possibly only worthwhile if you are confident that somewhere there is policy, pension or bond that is likely to be of value.

 

 

Your first port of call to seek some guidance should be an Independent Financial Adviser.

Contacts:

  • Association of Friendly Societies (www.afs.org.uk): 020 7216 7436
  • Mutual Societies Registration: 020 7066 4916
  • Unclaimed Assets Register (www.uar.co.uk): 0870 241 1713
  • The ABI (Association of British Insureres) www.abi.org.uk


Pension Tracing Service:

The Pension Service,
Tyneview Park,
Whitley Road,
Newcastle upon Tyne
NE98 1BA

More information here:

http://www.thepensionservice.gov.uk/atoz/atozdetailed/pensiontracing.asp


Pension Schemes Registry 

This is a database of all
approved company pension schemes going back to 1975. It may also be
able to help with schemes operated before that date.

It can put you in touch with the present pension trustees of your old scheme who will then help you claim any benefits.
http://www.thepensionsregulator.gov.uk/


Do you have lost National Savings (Premium Bonds and Post Office accounts?

National Savings and Investments also offers a free tracing
service to help you find lost and abandoned accounts.

Tracing Service
National Savings and Investments
Blackpool FY3 9YP
Telephone: 0845 964 5000
http://www.nsandi.com


Building Societies

To track down a dormant Building Society account, or to trace a society that has changed name or been acquired by another, the Building Societies Association (BSA) can help.

http://www.bsa.org.uk/