Pension Tracing Service
Currently in Ireland, it is estimated that there is approximately €500 million of unclaimed pension benefits. If you have moved jobs, changed address or simply don’t have your old policy documentation, you may have accrued pension benefits which are not being managed or reviewed in an appropriate manner. Don’t let your pension get lost!
In order for us to trace old workplace or lost pensions, we will require some information from you.
Typically, this information will include:
- Current title & full name
- Contact number & email
- Date of birth
- Address ( previous address if applicable)
- PPS number
- Previous names if applicable (i.e. maiden name)
- Previous employer name(s)
- Company Locations
- How long you worked for the company
We will then send you a Letter of Authority to be signed in order to allow us to complete this work on your behalf.
Our financial advisors will provide the following information:
- Current size of your pension, the funds you are invested in and future projections
- Charges and fees being applied by your current provider
- Retirement projection, flexibility and potential early retirement options from age 50
- Comparison to other pension providers and funds
- Performance history
- Death benefits, guarantees, bonuses or any penalties applying on the pension
- A summary of your options and a brief recommendation based on your specific scenario
Here is some further information about our Pension Tracing Service:
- All our pension tracing, research and associated administration costs are provided to you without cost or obligation.
- We aim to leave everybody that uses this service better informed than we found them.
- We will trace old pensions, research these plans and offer some initial advice, options and recommendations.
- Even if you do not switch a pension, you will still benefit from the information and advice we provide.
- It is recommended that your pension review is not conducted in isolation. This review should be undertaken in conjunction with a review of your other needs, objectives and goals in order to ensure that we provide advice and recommendations which are tailored for your specific needs.
