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Reconnecting you with your account

Have you received a letter from Foresters Financial?

We are contacting customers who may have lost touch with an account held with Foresters Financial. At Foresters Financial, we are committed to supporting our members' financial well-being. As part of this commitment, we work with carefully selected tracing partners to help reconnect customers with accounts they may have lost touch with over time.

If you have received a letter from us, we have reason to believe you may be connected to an account managed by Foresters Financial. Please follow the instructions provided in your letter. The steps you need to take will depend on your individual circumstances and are explained within the letter you have received.

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Why have I received this letter?

From time to time, we may lose contact with customers if their contact details become out of date. We are working with Capita Tracing, a trusted tracing partner, to help identify and contact customers who may have lost touch with an account. If you have received a letter from us, it is because we believe you may be connected to an account held with Foresters Financial.

 

Is this letter genuine?

Yes. Foresters Financial has appointed Capita Tracing to help reconnect customers with accounts where contact may have been lost. If you have received a letter from us, please follow the instructions provided.

 

What do I need to do?

Please read your letter carefully and follow the instructions provided. The actions required will vary depending on your circumstances. We have tailored the information in your letter to help you take the appropriate next steps and update your details and reconnect with your account.

 

I am not aware of the savings account mentioned in the letter

This is not unusual. Foresters Financial manages a range of savings and investment plans, including children's savings plans, Child Trust Funds and pension products. In some cases, accounts may have been opened many years ago, and customers may not remember them. We have also acquired books of business from other providers in the past. This means the account may have originally been taken out with another company and is now managed by Foresters Financial.

 

Why do I need to contact Capita Tracing?

In some circumstances, your letter may direct you to contact Capita Tracing for additional support. Capita Tracing is helping us reconnect customers with their accounts and may provide telephone support as part of this process. If your letter asks you to contact Capita Tracing, please follow the instructions provided for your specific circumstances.

 

Is there a charge to reconnect with my account?

No. Foresters Financial will never ask you to make a separate payment to update your details, confirm your identity or reconnect with your account. The cost of reconnecting customers with their accounts is covered through the normal charges associated with the Plan. There is no additional fee for reconnecting with your account. Please be cautious of organisations that claim they can reunite you with an account in exchange for a fee.

 

Need help?

If you have questions about the letter you have received, please refer to the contact details provided in your letter. Our team will be happy to help.

Our tracing partners

We work with carefully selected tracing partners and only share the information necessary to help identify and reconnect customers with their accounts. Any information shared with our partners is handled securely and in accordance with UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR).

For more information about how we collect, use and protect personal information, please see our Privacy Policy.

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The Tracing Group 
The Tracing Group help financial organisations trace gone-away customers who have relocated.

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Gretel
We’ve partnered Gretel to help our members find dormant accounts. It is a free and secure tracing system which will find lost accounts on your behalf reconnecting you with your lost money.

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Capita 
Capita help to trace relocated customers and identify current contact information.