Example · fictional employers and values
All Pensions
Your Pension File
Prepared 11 October 2026
- Recorded pot total
- £28,450
- Listed
- 3
- Confirmed as yours
- 1
- Waiting for a reply
- 1
- Not started
- 1
Adds up 1 defined contribution pot you recorded as yours, at the statement dates shown. Defined benefit pensions pay an income and are not added in.
This file contains information you recorded. All Pensions has not checked it with any provider. Only a provider can confirm a pension and its value. Nothing in this file is financial advice, and it does not ask anyone to transfer or change a pension.
At a glance
| Employer | Years | Provider | Stage | Recorded value |
|---|---|---|---|---|
| Northfield Engineering | 2014–2021 | Example pension provider | Balance recorded | £28,450 |
| Oak & Co. Retail | 2010–2014 | Not recorded | Employment added | Not recorded |
| Westbridge Design | 2021–2026 | Example workplace provider | Awaiting provider | Not recorded |
Pension 1 of 3
Northfield Engineering
- Years worked
- 2014–2021
- Provider
- Example pension provider
- Type
- Defined contribution (a pot)
- Stage
- Balance recorded
- Recorded value
- £28,450 · statement dated 12 September 2026
- Evidence you recorded
- Fictional annual statement for demonstration
You have recorded a statement value. It is the value on the date shown, not today's value.
Contact log
| Date | Who you contacted, and how | What they said |
|---|---|---|
Pension 2 of 3
Oak & Co. Retail
- Years worked
- 2010–2014
- Provider
- Not recorded
- Type
- Not known yet
- Stage
- Employment added
- Recorded value
- Not recorded
- Evidence you recorded
- Not recorded
You have listed this job. Nothing has been checked yet. The free Pension Tracing Service can give you contact details for the scheme this employer used.
Contact log
| Date | Who you contacted, and how | What they said |
|---|---|---|
Pension 3 of 3
Westbridge Design
- Years worked
- 2021–2026
- Provider
- Example workplace provider
- Type
- Not known yet
- Stage
- Awaiting provider
- Recorded value
- Not recorded
- Evidence you recorded
- Not recorded
You are waiting for a reply. Providers often take several weeks. If you have heard nothing, the follow-up letter in this file is ready to send.
Contact log
| Date | Who you contacted, and how | What they said |
|---|---|---|
Ready to print, sign and post
Statement and details request — Example pension provider
[Scheme administrator or provider name] [Address] [Date] Dear Sir or Madam, Request for information about my pension: Northfield Engineering [Policy or member number, if you have one] I have a pension with you from my employment with Northfield Engineering. Please send me: 1. my most recent statement; 2. the contact details you hold for me, so I can check they are up to date; 3. the name of anyone I have nominated to receive benefits if I die, and the form to update it; 4. the scheme's normal retirement age. I am asking for information only. This is not an instruction to transfer my pension, change my investments or take any benefits. Yours faithfully, [Your full name] [Any previous names] [Your address and postcode] [Phone or email]
Before you send it: check the address yourself, using the provider’s own website or the Pension Tracing Service. Only give identity documents or your National Insurance number through the provider’s own secure process.
Ready to print, sign and post
Enquiry letter — Oak & Co. Retail
[Scheme administrator or provider name] [Address] [Date] Dear Sir or Madam, Workplace pension enquiry: Oak & Co. Retail I worked for Oak & Co. Retail from about 2010 to 2014. I am trying to find out whether I have a pension from that employment. Please tell me: 1. whether you hold a pension record for me; 2. what you need from me to confirm my identity, and how to send it securely; 3. if you do not run this scheme, who does. I am asking for information only. This is not an instruction to transfer my pension, change my investments or take any benefits. Yours faithfully, [Your full name] [Any previous names] [Your address and postcode] [Phone or email]
Before you send it: check the address yourself, using the provider’s own website or the Pension Tracing Service. Only give identity documents or your National Insurance number through the provider’s own secure process.
Ready to print, sign and post
Follow-up letter — Westbridge Design
[Scheme administrator or provider name] [Address] [Date] Dear Sir or Madam, Follow-up to my pension enquiry: Westbridge Design I wrote to you on [date of first letter] about a possible pension from my employment with Westbridge Design, about 2021 to 2026. I have not yet had a reply. Please confirm that you received my enquiry, tell me when I can expect an answer, and let me know if you need anything else from me. If you do not run this scheme, please tell me who does. I am asking for information only. This is not an instruction to transfer my pension, change my investments or take any benefits. Yours faithfully, [Your full name] [Any previous names] [Your address and postcode] [Phone or email]
Before you send it: check the address yourself, using the provider’s own website or the Pension Tracing Service. Only give identity documents or your National Insurance number through the provider’s own secure process.
For my family
If something happens to me
Keep this page with your will or important papers. Fill in the blanks by hand. We do not ask for or store this information.
| Pension | Policy or member number | Where the paperwork is kept |
|---|---|---|
| Northfield Engineering · Example pension provider | ||
| Oak & Co. Retail | ||
| Westbridge Design · Example workplace provider |
- Each pension provider needs to be told separately when someone dies. They will explain what they need.
- Most schemes let you name who you would like to receive any benefits. The form is usually called an expression of wish or nomination form. Each provider has its own.
- A provider decides what is paid and to whom under its own rules. Ask each one how its scheme works.
- The person dealing with my affairs: ______________________________
Free help
You never have to pay to trace a pension. These services are free.
- Pension Tracing Service (GOV.UK)
- Free. Gives you contact details for a workplace or personal pension scheme. It does not tell you whether you have a pension or what it is worth.
www.gov.uk/find-pension-contact-details - MoneyHelper
- Free, impartial guidance on pensions, backed by the government.
www.moneyhelper.org.uk/en/pensions-and-retirement - Pension Wise
- Free guidance appointment about your options if you are 50 or over with a defined contribution pension.
www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise - FCA Register
- Check that an adviser or firm is authorised before you take advice or move money.
register.fca.org.uk/
Be careful of anyone who contacts you out of the blue about your pension, offers a free pension review, or pushes you to move money quickly. Cold calls about pensions are illegal in the UK.