Four free, browser-based tools to help you handle the paperwork around UK pensions and ISAs — whether you are consolidating, tracking a transfer, dealing with a bereavement, or hunting down a lost pot.
Produce a generic, prefilled letter you can send to any UK pension or investment provider to request information.
Open the LOA Generator →Keep tabs on every pension or ISA transfer you have started: ceding provider, receiving provider, value, status and expected dates — all stored privately in your browser.
Open the Transfer Tracker →Generate the right notification letters for every pension and investment provider after a loved one has died, plus a printable checklist of what to send and who to contact.
Open the Bereavement Pack →Build a worklist of suspected lost pensions from every previous employer, generate trace letters, and link straight to the government Pension Tracing Service.
Open the Pension Finder →