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Sample Pension Identification Report

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Below is each sample as the document itself, in readable text. Ask us to email you the complete sample, watermarked, whenever you want it. Standard practice for audit grade documentation.

A real report, shown in full.

This is the United Kingdom sample, produced by the same methodology that runs every real case.

Provider and register names are real. The client and employers are fictional. No real records were accessed or exist.

PensionHunterTM
Building the World's Trusted Pension Identification Platform
Pension Identification Report
United Kingdom
Reference SAMPLE-UK-01
2026-08-23
Client: Anna Meijer (fictional client)Report date: 2026-08-23Reference: SAMPLE-UK-01

Sample report. Fictional client and employers. Real registers, real method, real rules.

Page 1 of 13

Section 1

Verdict summary, at a glance

Your position in the United Kingdom

We identified 3 administrator routes for your 3 employers, Harrington and Vale Insurance Group Ltd, Calder and Moss Retail Group Ltd and Bexley Marine Services Ltd. One trail runs through a dissolution to the Provident Mercantile Retirement Benefits Plan, one through a wind up and a buyout to an insurer's administrator, and one to a live plan recorded under two names. Verified contact details and exactly what to say are inside.

Bottom line

Your report identified who holds the record from your 1989 to 1997 employment, reconstructed through two renames, a merger, a dissolution and a wind up, plus your UK State Pension position from outside the country. The employer no longer exists. Your record does, and this report names the door to knock on and hands you the letter.

It does the same for your other two employers. Calder and Moss Retail Group Ltd left a scheme that wound up and was bought out with an insurer, so the record now answers under Fenwick Annuity Services Ltd rather than the employer. Bexley Marine Services Ltd left a live plan, the Bexley Marine Pension Plan, held under two names, and the right name is the difference between an answer and a no record reply. Three employers, three routes, all named.

EmployerStateWho holds itYour next step
Harrington and Vale Insurance Group LtdIDENTIFIEDProvident Mercantile Retirement Benefits Plan, administered by Northgate Pension Administration Ltd, confirm your record with themSee the administrator card, quote all three historical scheme names, ask for your record.
Calder and Moss Retail Group LtdIDENTIFIEDCalder and Moss Staff Retirement Scheme wound up and bought out with an insurer, Fenwick Annuity Services Ltd answers for those policies todayWrite to the insurer's administrator, not the old scheme address, and quote the scheme name and your service dates.
Bexley Marine Services LtdIDENTIFIEDBexley Marine Pension Plan, live and unchanged, administered by Harborline Pension Trustees LtdWrite to the administrator quoting both recorded plan names, so the search cannot miss your record.

In plain terms

Your employer was dissolved in 2004. That ended the company. It did not end the pension. We traced the scheme through every rename and transfer to the administrator who answers for it today, and every step is a public register entry with its date, not a guess.

Identification is not membership: whether a benefit is held in your name is what your letter asks the administrator to establish, because only they can search their own records. You can do that for free with the contacts in this report.

  • What this report isPension research: identification of where your pensions are held, the historical scheme names, and how to reach the records.
  • What it is notIt is not financial advice, pension advice, or a claims management service. No product recommendation is made.
Report reference SAMPLE-UK-01Page 1 of 13
PensionHunterTM
Building the World's Trusted Pension Identification Platform
Pension Identification Report
United Kingdom
Reference SAMPLE-UK-01
2026-08-23

Page 2 of 13

Section 2

Source findings, the corporate trail

Harrington and Vale Insurance Group Ltd no longer exists. Your pension record does. The trail below is how the current holder was identified, one sourced step at a time.

  1. Step 1. Harrington and Vale Insurance Group Ltd, London, employed you from 1989 to 1997. The scheme in force over that period was the Harrington and Vale Staff Pension and Life Assurance Scheme. Source: Companies House filing history, checked 2026-07-29.
  2. Step 2. The company was renamed Vale Financial Group Ltd in 1999 and the scheme was renamed with it, becoming the Vale Financial Group Pension Scheme. Source: Companies House change of name filing, 1999, checked 2026-07-29.
  3. Step 3. Vale Financial Group Ltd merged into Provident Mercantile Holdings in 2002 and members were absorbed into the Provident Mercantile Retirement Benefits Plan. Source: Companies House filing history, 2002, checked 2026-07-29.
  4. Step 4. The company was dissolved in 2004. Dissolution of an employer does not end an accrued pension entitlement. Source: Companies House register entry, checked 2026-07-29.
  5. Step 5. The Provident Mercantile Retirement Benefits Plan wound up in 2011 and its benefits were secured with an insurer. Administration passed to Northgate Pension Administration Ltd, acting on behalf of that insurer. Source: The Pensions Regulator public register, checked 2026-07-29.

Confidence: CONFIRMED. Every step above is a register entry, not an inference.

Report reference SAMPLE-UK-01Page 2 of 13
PensionHunterTM
Building the World's Trusted Pension Identification Platform
Pension Identification Report
United Kingdom
Reference SAMPLE-UK-01
2026-08-23

Page 3 of 13

Section 3

Who holds it, and what you must quote

You worked at Harrington and Vale Insurance Group Ltd from 1989 to 1997. Employers like this ran occupational pension schemes for their staff. The plan carrying that trail today is the Provident Mercantile Retirement Benefits Plan, administered by Northgate Pension Administration Ltd on behalf of the insurer that secured its benefits in 2011. Whether a benefit is held in your name, and what it is worth, is established by the administrator, who checks their own records against your name, date of birth and employment dates. You can ask them yourself, for free, using the verified contacts below.

The plan has been renamed as the businesses behind it merged and changed hands. The register records these former names, which cover your employment period:

  • Harrington and Vale Staff Pension and Life Assurance Scheme
  • Vale Financial Group Pension Scheme
  • Provident Mercantile Retirement Benefits Plan
  • Phone020 7946 0421 (fictional number, sample only)
  • AddressNorthgate Pension Administration Ltd, Northgate House, 22 Coleman Street, London EC2R 5AN
  • Contact last verified2026-07-29

You send this yourself. We do not correspond with administrators for you at any tier. If a reply is unclear or asks for documents, forward it to us and we will tell you what it means and what to send next.

Sourced by PensionHunter research: Companies House filing history and The Pensions Regulator public register, each step dated in the corporate trail above.

Report reference SAMPLE-UK-01Page 3 of 13
PensionHunterTM
Building the World's Trusted Pension Identification Platform
Pension Identification Report
United Kingdom
Reference SAMPLE-UK-01
2026-08-23

Pages 4 to 13

Contents of the remaining pages

  • Your action plan, step by step, with where to go and how long each step takesPage 4
  • Your request, ready to sign, in email and postal versionsPage 5
  • Why the request comes from youPage 6
  • Second finding, Calder and Moss Retail Group Ltd, the wind up and buyout trail, with the administrator answering for those policies today and their verified contact routePage 7
  • Third finding, Bexley Marine Services Ltd, the live plan held under two names, with both names and the administrator's verified contact routePage 8
  • Your State Pension position from outside the country, and the deadlines that apply to you, each with its datePage 9
  • Your action pack, and what most people missPage 10
  • What a no record answer really means, and the question to write backPage 11
  • Where to find your National Insurance number, three routes, cheapest firstPage 11
  • Methodology, sources and scopePage 12
  • VerificationPage 13

This is Anna's report. Yours is built from your history.

HUMAN REVIEWED · PENSIONHUNTER RESEARCH TEAM · Human reviewed before release
Report reference SAMPLE-UK-01Page 13 of 13

From the United Kingdom sample. Fictional client, real registers, real method.

Working in another country? Pick yours below and the sample rebuilds around that system.

The first case this method ever ran was the founder's own pensions.

What you do with it

  • You send the prepared requests to the administrators named in your report.
  • Each provider confirms what is in your name to you directly. We never touch the money.
  • The report is yours to keep. File it with your will, and your family will know where everything is.

One report, 41 different systems

Every country's report is different because every pension system is different. Pick your country to see what your Pension Identification Report is built around.

Whichever country it is: $99, 24 to 48 hours, full refund if we find nothing material.

Nobody pays us but you. $99, flat, once. No commission from anyone, ever.

A researcher you can talk to

We stay with your case after delivery. If an administrator asks you a question, refuses, or simply does not reply, send it to us and we will tell you exactly what to send next. That continues until every fund we identified has answered you, or the route is exhausted and we say so plainly.

The six elements of every report

  • Methodology. How the report was produced.
  • Sources consulted. Every register and record examined.
  • Findings. What can be identified and who holds it today.
  • Supporting evidence. Each finding attributed to its source.
  • Limitations. What the records could not establish.
  • Recommended next steps. The actions open to you on the evidence.

Presented on a cover page with client identifiers and report reference, and closing with the disclaimer block, regulatory position and company identifiers.

What this sample is not

Every sample uses a fictional client and fictional employers. No real persons or pension records are referenced. Real reports issued to paying clients contain genuine findings researched for the named client.

PensionHunter does not guarantee that a pension will be found, or that every entitlement can be identified. No professional firm can. What we stand behind is the quality, integrity and consistency of our methodology and our reporting: the same structured process, the same evidence standard, and the same documentation, in every report we issue.

About the Action Pack

The Enhanced Pension Identification Report and the Global Pension Identification Report go further: your Action Pack, a complete request pack for every fund we identify, written in your voice and ready to send, with support after delivery: send us anything an administrator asks, refuses or ignores, and we tell you exactly what to send next. The Enhanced Pension Identification Report covers one country in five working days; the Global Pension Identification Report covers every country you worked in, up to all 41, in ten.

See tier comparison

Order your Report

One country, $99, a complete report like the samples above. Full refund if we find nothing material.

Questions before you start?

Ask us anything: your countries, your situation, how the Pension Identification Report works. A researcher replies personally.

This sample report is © BatterseaPark Capital Ltd and protected by UK copyright and the Database Regulations 1997. Free to view. Reproduction, AI training use, or commercial reuse requires written permission. Report infringement at /copyright.