For will writers, probate and advice firms
A pension checklist your clients can actually finish.
Pensions are easy to leave out of a will conversation, and hard for an executor to find afterwards. The Pension File gives your clients one printable record of every pension they have.
Clients list their own pensions
They add their old employers at home, in their own time. Nothing is uploaded to us: their records stay on their own device, and they can save a backup copy to keep with their papers.
They bring you one document
Every pension on a page, who runs it, what is confirmed and what is still unanswered, plus a page for the family to keep with the will.
It saves an executor a search later
A pension nobody knows about is hard to claim. The File tells the people left behind where to look and who to write to.
With your firm’s name on it.
We are speaking to a small number of firms about a version that carries your name and contact details, for you to give to clients. It is not built yet. If it would be useful, tell us what you would want it to include.