pension tracing

The Pensions Regulator's record keeping guidance identifies how 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 your scheme's member records are up-to-date, whilst also allowing you to locate members that are gone aways and trace executors of the deceased.

Pension Tracing Services

Historically, tracing lost and deferred members could be a time-consuming, costly and fruitless task; especially when relying on traditional letter forwarding Certificate of Existence exercises. However, this need no longer be the case as Tracesmart‘s range of pension tracing solutions will ensure you locate as many gone away scheme members and executors of the deceased as possible, in both a timely and cost effective manner.

Batch pension tracing

If you have a high volume of scheme members to trace, our batch pension tracing system is the ideal solution. Calling on an array of UK consumer databases, the system will automatically trace the majority of your gone aways (assuming all personal identifiers are available).

Key Benefits:

• Quickly re-establish contact with any volume of lost and deferred scheme members
• Cost-effective alternative to high volume, manual pension tracing exercises
• Save resources – avoid using re-active letter forwarding services

Specialist pension tracing

Inevitably certain members or executors will be harder to locate and it will require manual research. When this is the case you can employ our in-house team of specialist pension tracing researchers, who will locate even the most elusive of individuals.

We offer a variety of service levels to suit your pension tracing and budgetary needs, but whatever the level, you only pay for positive results as our team trace on a “no find – no fee basis”.

Basic - Our pension tracing team will conduct pro-active enquiries in the UK to locate members but without making direct contact with the individual. We will only report positively if we are confident the correct individual has been traced.

In-depth - All traced members or executors are security interviewed to guarantee we provide you with current and accurate member details.

International – Our dedicated team of pension tracing researchers can trace individuals on a global scale.

Keep your member records in order - contact us for a free consultation.