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Prudential pension question


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Hi all

 

My dad paid into a prudential work based pension type scheme for many years but sadly lost the paperwork to it (he has moved a number of times)

 

As he is approaching 65 he has tried to contact prudential to have a look at the scheme to consider his options but despite giving them his old details (name DOB, old addresses, etc) they are insisting on an account number before they will do anything.

 

Is there anything that can be done to make them play ball?

 

BTW He has difficulty writing letters and arranging sentences due to dyslexia...

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They are fobbing him off. They can search by name, DOB, address etc.

 

I deal with insurance companies & mortgage providers on a daily basis and rarely use the policy/account numbers to get information.

 

If it was an occupational scheme he could try The Pensions Tracing Service.

 

Be aware though, that depending on how long ago he may have had a refund of contributions if he left the employer with 5 years.

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Great help there thanks :-) I have just concocted a letter to them which I think will make them take notice, so to speak. I'll get my dad to read and sign it to make sure he's happy with it before sending.

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