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                Terms and Conditions 

  General Data Protection Regulation Compliance

                                                                     What Does This Mean to Me

  • Your personal data is safe (New 2018 data protection regulation). 

  • You WILL NOT be contacted by a multitude of companies for this service.

  • Pension Tracing is free of charge with no obligation to enter into products or services.

  • .Pension Review is free of charge with no obligation to enter into any products or services.

  • We will only introduce you to our top FCA regulated Financial Advisors/ insurance advisors  . (This company will validate your enquiry via Email, SMS or telephone call).

  • We verify all financial advisors we refer you to against the Financial conduct authority register - Meaning any advisor we refer you to is UK regulated. You can verify you are speaking to a FCA registered adviser by asking for there FCA registration number along with photo id please see ( to verify you are speaking to a FCA regulated financial adviser. 

  • We accept no liability for the advice provided by financial advisors. 

  • You always have the right to remove your data.

  • You may view our privacy policy Below

  • Data Protection number is  ZB272265

  • We receive a marketing fee from the financial advisor we refer you to   . 

                            Privacy Policy


We take your privacy very seriously and we ask that you read this privacy notice carefully as it contains important information on who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event you have a complaint.

Who we are

Pension Tracing Experts. , We respect the privacy of visitors to our website. Pension Tracing Experts  is registered as a data controller in accordance with GDPR 2018 Data Protection Act. We only share your information with FCA Regulated Qualified Financial advisor in the UK only  When we do so we are required to comply with data protection regulation and we are responsible as a data controller of that personal data for the purposes of those laws.

Pension Tracing Experts the address is 23 Edge Street , Manchester M4 1HW 

The personal data we collect and use

In the course of our intermediary services we may collect the following personal data when you provide it to us:

contact information – address, email and telephone number(s)

identity information – first name and surname

financial information – annual income

product details – responses to our questions about your product preferences

technical data – internet protocol (IP) address, browser type and version, operating system and platform, details of browser plug-ins

How we use your personal data

The below table sets out:

how we use your personal data

the lawful bases upon which we collect and use your personal data

who we routinely share your personal data with


Rationale/Reason for Processing Lawful Basis for Processing Third party recipients linked to that activity

  • to assist you in obtaining FCA Regulated Pension Advice 

  • to provide you with the service that you require and expect ( Pension Advice )

Legitimate Interests*Data is used for the purpose of arranging an introduction to an FCA-authorised Financial Adviser.  Who will be able to provide you with Pension Advice.

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