Unclaimed SAYE Savings

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We all move on but savings are savings. Pro-Search can reunite your employees, and leavers, with savings they have forgotten.

Every UK public company faces the costs and challenges of managing their registers and records. Since new banking regulations have come into effect, regarding unclaimed assets, other areas of the financial industry have been turning their attention to their own approach to this industry-wide concern.

Keeping track of savers is a challenge; especially if they are no longer current employees. There is, however, much that we can do to help you proactively re-unite such individuals with their savings. Improving the accuracy of your register and records will help the efficiency of managing these registers. You, in turn, will save money.

Why are these assets unclaimed?

Quite often employees will join and participate in a Sharesave or SAYE scheme but will not always be fully aware of the scheme’s terms. Leavers don’t always notify the company and maturities can not be successfully exercised. And, of course, participants do also die leaving little information for the estate.

Core unclaimed assets

• SAYE/ Sharesave Schemes

Our offering

As innovative industry leaders we are able to offer a bespoke offering to you and your customers. Essentially we identify assets, trace their owners, and give back control of these funds. Elements of the process, which you can select depending on your needs, are as follows:

• Full data cleansing, enhancement and tracing services
• Mortality Screening and executor/ beneficiary tracing
• State-of-the-art technology and IDv services
• Full Legal Document services including Death & Marriage certificates, Grants of Representation and Commissary records
• Full outbound and inbound call campaigns (if required)
• 24 hour customer support
• Management information services to the client

Key benefits to you and your customer

• The service is free of charge to you; as costs are covered through investor fees
• Reduces record management costs
• Reduces opportunities for financial and identity crimes
• Demonstrates your commitment to corporate and social responsibility
• Demonstrates best practice corporate governance
• Improves investor confidence

Why us?

• ProSearch has over 20 years of corporate heritage
• We are leaders in intelligent investor location with success rates up to 80%
• We have successfully returned millions of pounds in unclaimed assets
• We have a highly innovative team of problem solvers
• Our in-depth knowledge of the financial registration business is the foundation of business
• We lead in practice but remain competitive in price

For further details of our services, or to discuss your company’s specific requirements, please contact us or download our brochure.

Duncan Stevens
Head of Asset Reunification
Caxton House
22 St Johns Hill
Sevenoaks
Kent
TN13 3NP

T +44 (0)1732 748 154
M +44 (0)7843 228 988
E Duncan.stevens@prosearchassets.com