How to avoid losing your UK pension pot.

It’s estimated that over £26 billion is sitting in forgotten UK pension pots. Changing jobs, moving house, or simply losing paperwork — it all adds up. And even when pensions aren’t forgotten, they’re often unmanaged. Here’s why this matters: Old schemes may have high fees or poor investment performance Outdated beneficiaries can create estate planning issues You might miss opportunities to consolidate or boost growth We help clients: ✅ Track down and assess old pensions ✅ Combine plans where appropriate ✅ Ensure pensions fit within a broader retirement plan Don’t let years of work go to waste. #LostPensions #UKFinance #PensionConsolidation #RetirementPlanning #FinancialWellbeing #PensionAdvice

It’s estimated that over £26 billion is sitting in forgotten UK pension pots. Changing jobs, moving house, or simply losing paperwork — it all adds up. And even when pensions aren’t forgotten, they’re often unmanaged. Here’s why this matters: Old schemes may have high fees or poor investment performance Outdated beneficiaries can create estate planning issues You might miss opportunities to consolidate or boost growth We help clients: ✅ Track down and assess old pensions ✅ Combine plans where appropriate ✅ Ensure pensions fit within a broader retirement plan Don’t let years of work go to waste. #LostPensions #UKFinance #PensionConsolidation #RetirementPlanning #FinancialWellbeing #PensionAdvice

It’s not every weekend you gain an extra hour. 🕰️ Yesterday was National Pension Tracing Day - and whether you spent your Sunday thinking about pensions or not, there's no time like the present to reconnect with lost savings. With a 75% increase in unclaimed pensions since 2018, it's important we support members to track down any lost pots that they've worked hard for. In the latest episode of #ALittleBitRicher, Iona Bain and Mike Crossley explore how pension tracing works in practice - and how consolidation could support better retirement outcomes. Listen here: https://lnkd.in/eENisEYa #NationalPensionTracingDay

💬 If you had a pension, would you still worry about retirement? According to our study, the answer for many Canadians is yes. 66% of workplace pension members say they’re concerned they won’t have enough money in retirement. Pensions are powerful, but there’s more work to do to build true financial confidence. Read more on this in our latest report: https://brnw.ch/21wWXR4

It’s National Pension Tracing Day... but reconnecting people with their lost pensions should be an everyday priority💡 Across the UK, an estimated £31.1 billion in pension pots remains unclaimed.💷 Behind that figure are millions of individuals who have lost track of their retirement savings, highlighting the importance of greater data visibility and collaboration across the pensions ecosystem. In our latest article, Andy Davies from Estatetrace explores the factors that contribute to lost pensions, the evolving role of technology and regulation, and how initiatives like the Pensions Dashboard can support better outcomes for savers. Progress comes from collaboration between providers, administrators and data specialists to enhance tracing accuracy, strengthen data connections and deliver better outcomes for savers. Read Andy’s full insights here 👉 https://lnkd.in/eY2J2n2c #PensionsTracing #LostPensions #Pensions #Estatetrace #Estatesearch

Big development for pensions in Ireland. The Pensions Authority has launched a consultation on in-scheme drawdown (ISD) This is a key step in how members will access and manage retirement benefits. All stakeholders; #trustees, #advisers, #employers, and #members — should review and respond before 5 December 2025. This matters! Decisions at drawdown shape people’s lives for decades. That’s why personal financial planning, cashflow modelling, and scenario planning are essential before committing to any route. 📄 https://lnkd.in/eVXgHtwi #Pensions #FinancialPlanning #Retirement #Drawdown #FinancialWellbeing #Ireland #HR #Plan

There are billions in lost pensions out there - could some of it be yours? 💰 This National Pension Tracing Day, David explains how you can use your extra hour wisely by joining the pension treasure hunt and diving into your pension history. 💬 Read more about it including how to access your lost pension pots and what to do when you have found them, here: bit.ly/Pension-Tracing. 💭

At our recent event, thought leaders from Hymans Robertson and the pensions sector came together to discuss the future of retirement in the UK and corporate pension strategies. It was a fantastic evening was filled with insightful sessions, where we explored: 🔵The urgent need for employers to take action for improved retirement results. 🔵New possibilities arising from policy shifts, such as accessing pension surpluses. 🔵Changes in the environment for DB and DC schemes. 🔵The increasing significance of effective governance and trustee supervision. For a detailed recap, check out our event summary: https://okt.to/iS8vGQ Don’t miss the highlights video available below #Pensions #Events

Today is National Pension Tracing Day, so why not make time to check your pension plans? It's easy to lose track of old pensions and many people have old pensions tucked away without even knowing it. Here are three simple steps to get started: ▶️1. Gather any old pension paperwork or statements you can find. ▶️2. Use the government’s pension tracing service to find lost pensions. ▶️3. Speak to someone who can help clarify your options. These steps can help you feel more in control of your financial future and plan ahead for your retirement.

Retirement should be a time of financial security, not stress. Yet UK women retire with around 35% less in private pensions than men and £26 less per week from the state pension. Maximising contributions, staying informed about state pensions, and long-term investment can help close the gap. Learn more in our blog:https://shorturl.at/wB6Cr #Pension #PensionPlanning #FinancialWellbeing #GenderEquality #Pathlines