Call and speak to an adviser on 01244 319962 or email info@financialfortress.co.uk

Financial Fortress

Financial Fortress LTD

WELCOME TO THE HOME OF THE PENSION EXPERTS!

How to trace a lost pension?

Ever had an old pension that you have lost contact with? Perhaps you’re not sure where to start, but luckily, we do! 

We provide all prospective clients with our no-cost and no obligation tracing service!

Obviously, we hope to show you how great we are so you will want to stay and use our advice services!

Need Help? Don’t Worry, Just Contact Us!
Find a Branch Near You

Looking for pension & Retirement advice? We offer all clients a no-cost and no obligation review at our office, your home or using video conferencing technology!

Where To Find Us
Contact Us Anytime!

At Financial Fortress, we maintain the highest levels of service and guarantee no jargon! No long wait times on the phone and easy to reach named & dedicated advisers!

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Highly Recommended

With over a combined total of 100 5-star reviews, Financial Fortress is one of the most recommended independent financial advisers in the north west. 

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We have helped many pension scheme members to consider what their options are and whether taking a scheme income or (in a small number of cases), whether a transfer may be right for them.  If you do decide to transfer into a “drawdown” arrangement, you may be able to choose to:

Firstly you need to get in touch. Sadly, we cannot help you if you don’t ask!

when you do get in touch your adviser will spend around 15 minutes with you on the phone and they will:
  • Ask you for any ideas where to start, maybe you remember the name of an old company that no longer exists – we know who “took over” their business!
  • Ask you to remember old employers, taking their details
  • We know what pension providers worked with which companies (we have an extensive list that is not publicly available)
  • We can then use the above to call them directly on your behalf
  • Your adviser will email you a “letter of authority”. This is a letter “to whom it concerns” which allows us to approach pension companies for you and locate them
  • Upon receipt of the letter, we will then complete the leg work and get those pensions traced!
  • You will receive basic details of your pensions, including where they are in writing with no strings attached!

Once the investigations are completed, you can then decide what to do. Once we have amazed you with our expertise, we hope you may consider becoming a client of ours, its as simple as that. If not, we would appreciate a review on the internet and you are free to make your own arrangements.

There are many different types of pensions, for information on their differences and what you can do click here: https://financialfortress.co.uk/what-we-offer/pensions/personal-pensions/

If you are unaware of the contact details for your pension you can find them on the government website here – https://www.gov.uk/find-pension-contact-details

At Financial Fortress, we hold the Pension Transfer Gold Standard from the PFS, have been awarded the title of Pension Transfer Specialists by the FCA and one of the few companies that hold the correct permissions to advise on all pensions.  Remember, we are completely independent and have extensive experience with all pensions so you will be in very safe hands indeed!

Are you approaching or already over 55?  If so, you can decide to defer retirement until a later time or start to withdraw your money and enter some sort of flexible drawdown strategy straight away.  You may choose to claim it in one go as a lump sum (but remember three quarters of your pension pot will be taxed) or release your pension money over an extended period of time.  We call this a “phased” approach.

You may only want to cash out just your tax-free cash (or pension commencement lump sum) subject to the limit of 25% or one-quarter of your fund.  You may want to consolidate or get together multiple pensions in order to merge them into one easier to understand arrangement.  Whatever you need your named and dedicated expert will guide you through the entire process!

What you get with Financial Fortress

Professional and qualified advisers 

No cost or obligation initial review meeting.

A personal named and dedicated expert dedicated to you!   

What Our Clients Have to Say

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