Track, trace and transfer your old pension pots

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Applies to all our plans

Claim your pension savings

When you and your employer save into a workplace pension, that money is yours to use in the future when you need it. Because pensions are long term savings plans, they cannot be accessed before you are 55 years old. Not surprisingly, this means many people lose touch with their savings over time.

If you’ve had more than one job in the last 10 years, there is a very good chance you have an old pension pot too. This is because all UK employers are required to provide their employees with access to a workplace pension.

If this sounds like you, read on to find out how you can claim your old pension pot money and manage it all from one place with Creative Pension Trust.

Why claim your old pension pots?

Put simply, it’s your money! Your workplace pension is one of the most effective ways to save money for when you’ll need it in later life, so knowing how your savings are doing, that you have access to your money when the time comes, and that you are getting a good deal are important considerations.

How does it work?

If you have a Creative Pension Trust account, you can easily track, trace, and transfer any old pension pots you have saved into over the years.

It’s really straightforward to use and almost everything can be done online in a few clicks. In fact, if you have an old pension statement or policy document to hand, it will probably have everything we need.

You can add as many pensions as you’d like with as little as just the name of the previous provider and your plan or policy number. If you’re struggling to find information about any of your old pensions, you can click a button to request help from us and we’ll do all the work for you to trace your account.

Once you’ve added any old pensions, you can then see an up to date view of all your pension savings pots on your own personalised Pension Dashboard, giving you a better understanding of how much you’ve saved towards the future.

How to do it?

Once you login, look for the All My Pensions section in the navigation menu and follow the instructions from there.

If you have your provider and account details to hand, it usually only takes a few clicks to add each account to your Pension Dashboard. If you need help, you can complete a Letter of Authority, which allows us to speak to other pension providers on your behalf. This means we can do a lot of the work for you and, when we’ve traced your account, it will be automatically added to your Pension Dashboard.

With everything in one place you can continue to keep track of your pensions with ease, or even transfer them into your Creative Pension Trust account with just a few clicks.

So, don’t leave your pensions unclaimed and unmanaged – take control over your long-term savings today. Log in to the Creative Pension Trust Member Portal to get started.

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