Pension tracing

The Pensions Regulator's record-keeping guidance identifies that poor data management can lead to significant additional costs and cause reputational damage. Tracesmart’s data cleansing and pension tracing solutions will help you to avoid these pitfalls, ensuring gone aways are found and member records are kept up-to-date.

Pension tracing services

Traditionally, tracing lost and deferred members was costly and unproductive, especially when relying on outdated letter forwarding certificate of existence exercises. Today, this is no longer the case as Tracesmart's range of electronic and manual pension tracing solutions will ensure you maximise the success of tracing gone aways - quickly and cost effectively.

Batch tracing

If you have a high volume of members to trace, our batch pension tracing system is the ideal solution. Utilising the UK's premium consumer databases, our system will trace the vast majority of your gone aways to a potential forwarding address (assuming all personal identifiers are available).

Key benefits:

• Quickly re-establish contact with any volume of lost and deferred members
• Cost-effective and convenient automated process
• Save on resource – avoid using outdated, re-active letter forwarding services
• Market leading accuracy rates

Manual tracing

Inevitably certain members will be harder to locate and will require manual research. Our teams have undergone extensive training for demanding and intricate pension tracing. We will locate the whereabouts of lost members both in the UK and overseas and will only report positively if we are confident the correct individual has been traced.

We offer bespoke pension tracing services to suit your needs and budget, but whatever your requirements, you only pay for positive results as we operate a ‘no find – no fee’ basis.

Make sure you remain compliant with the tPR's record keeping guidance - contact us to find out more about our pension tracing services.