Tracesmart is a specialist company based in Cardiff that helps businesses and organisations to reconnect with their customers or perhaps members of a pension scheme. We help find and verify customer details by forwarding letters to relevant individuals for verification purposes. The following are typical questions asked in respect of letters written to members of a Life and Pension company.
We have contacted you on behalf of one of our clients within the Life and Pension industry as they believe you may hold a pension policy with them. To follow best practice guidelines, pension providers are required to keep up-to-date details of scheme members and also be aware of any changes in personal circumstances. Your pension scheme has appointed us as they wish to contact you to discuss changes to your plan.
The address is the last known residence for you as supplied by the company that has secured our services. Alternatively, we could have performed a desk-based trace, which involves searching different databases to find the address.
You will NOT be charged for our services. The company that has appointed us will incur all the associated costs.
We recommend you still get in touch with us as experience has shown that pension plans occasionally change their names. Alternatively, the company you previously worked for may have been taken over and is now known by a different name.
It may also be possible that you ceased contributing to this plan many years ago and have since forgotten about it.
Call us on the number provided in the letter you’ve received. You’ll need to quote the reference number at the head of your letter, we’ll then perform a security check to verify that we are speaking to the correct person.
We do not hold or have access to any financial information – we are therefore unable to discuss any aspect of your pension plan. We can however, provide you with contact details for our client should you wish to discuss this further with them.
If you are able to provide a forwarding address for the person we are looking for, please advise us, we can then write to them directly. We would then ask you to please destroy the letter you received.
We would really appreciate you contacting us. There may be an entitlement to a relative’s pension, it is therefore important that we establish the details of the next-of-kin to inform our client.
You may contact us by calling 0808 129 3070, or emailing email@example.com