Legacy Trail

How to notify Smart Pension of a bereavement

It is important to tell Smart Pension about the death of an account holder as soon as possible. This will help them to close or transfer accounts quickly and provide the necessary support.

We can take care of this for you using the Legacy Trail free death notification service, or you can notify Smart Pension directly yourself.

Smart Pension
Legacy Trail

Let us handle this for you

Notifying Smart Pension is just one task on a long list. Legacy Trail simplifies this process with our simple, reliable free death notification service that notifies account and service providers seamlessly.

Worried there are accounts you don't know about? Our account discovery service finds those and notifies them too.

It's quick, easy, and secure.

Notify Smart Pension for free

Smart Pension's Direct Contact Information

Alternatively you can notify Smart Pension yourself using the following contact information:

Website:www.smartpension.co.uk
Email:[email protected]
Phone:0333 666 2626
Address:Smart Pension, Oxford Point, 19 Oxford Road, Bournemouth, BH8 8GS

Incorrect information? Please let us know so we can update it to help others.

About Legacy Trail

Below is a short video about Legacy Trail, how it works, and why we're the best choice for your bereavement administration.

Why choose us?

Choose the right service for you

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Free

Free Notification Service

Notify unlimited companies of a bereavement, completely free.

Start notifying for free

Premium

Account Discovery Service

A full search for the accounts you don't know about - then we notify them all.

Start finding accounts

Testimonials

"A huge help during a very emotional time. They found accounts we didn't even know existed and handled the notifications smoothly. It meant we could focus on our family instead of admin. Truly grateful for the support. Thank you!"

Cathy H, Guildford

"I can't recommend Legacy Trail enough. I was worried about missing something important, but they kept everything in one place and made the whole process straightforward. The team were kind, responsive, and made me feel supported from start to finish."

Brendan T, Aberystwyth

Frequently asked questions

Here are some of the most frequently asked questions about our service. If you have any other questions, please contact us directly.

  • We are a team of experienced professionals in the UK who are dedicated to helping families find and inform accounts and services of a bereavement.
  • If you already know which account and service providers you need to notify then our Free Notification Service is a great option.

    If you're not sure which providers you need to notify, or you're looking for a more comprehensive service, or just want to help make sure that nothing is missed then our Account Discovery Service is the way to go.

    We also offer a guided service if you'd prefer to have a dedicated case manager take care of everything over the phone rather than doing it yourself online.
  • Getting set up is quick and easy. If you're doing it yourself online it typically takes just 10 minutes. If you're using our Guided Telephone Service we'll aim to have your dedicated case manager call you within the hour for a setup call which should take around 15-30 minutes, or you choose a time that suits you.

    Once we've completed the setup, we'll send out notifications to the relevant accounts and services on your schedule, and keep you updated on progress. Our account discovery searches start coming back immediately, but deeper financial searches often take longer. We'll keep you updated on the progress of your case as we go.
  • The personal details of the person who has died, along with your own contact details. You'll also need to provide a copy of the death certificate - we can't begin searching for accounts or sending notifications until we have this, but you can create an account and add this later.

    We'll also need you to confirm that you are the person authorised to act on behalf of the deceased, that you have the authority to instruct us to send notifications and search for accounts on your behalf. You will also need to complete our simple identity verification step.

    We may need additional information specific to accounts that we are notifying or searching for, but don't worry - we'll let you know if we need anything else.
  • There's no need to do it all at once - everything is saved as you go. Just come back to it whenever you're ready and pick up where you left off. There's no rush, and no pressure to do everything at once.
  • We can notify any UK company. If you can't find the account you're looking for, you can let us know and we'll do our best to help.
  • We can search for the following types of accounts and services: current accounts, savings accounts, ISAs, pensions, loans and finance, credit cards, mortgages, insurances, utilities, telecoms and many more.
  • Tell Us Once is a government service that lets you report a death to most government organisations. Notifying Tell Us Once for you is part of our Account Discovery Service, or if you prefer, you can do this yourself.

    Legacy Trail is a separate, independent service and is not linked to, or a replacement for, Tell Us Once.
  • Yes, we take security very seriously. All your information is encrypted and stored securely in UK data centres. We follow industry best practices for data protection, are subject to regular security audits by external security experts, and of course we never share your personal information with third parties without your explicit consent. We are fully compliant with the GDPR and Data Protection Act 2018, and are registered with the Information Commissioner's Office (ICO). Additionally, we perform identity verification on all of our customers during case creation to ensure that we are only sharing information with those who are permitted to access it.
  • We're confident that you'll be happy with the service, but if you're not, we offer a 100% money-back guarantee for any paid service. Just contact us within 14 days of us sending your first notification and we'll refund you in full. We're always happy to discuss any issues you may have and work with you to resolve them as quickly as possible. We also welcome feedback to improve our service.
  • Every company is different, but most will contact you directly to let you know once the account has been closed successfully or if they need any further information from you. We aim to make sure that accounts are closed as seamlessly as possible, however there will be companies who have further steps to complete before they can close the accounts. We will keep you updated on the progress of your case as we go.
  • The company or service that we notify will contact you directly to let you know once the account has been closed successfully. If you have questions about an ongoing notification, please contact us and we will do our best to find out where things stand.
  • We can. In fact, the service is particularly useful for people who are based outside the UK but are dealing with the estate of a UK resident. However, we won't be able to help if the deceased did not reside in the UK.
  • No, not necessarily. Many companies will accept notifications from next of kin or anyone authorised to act on behalf of the deceased's estate. During setup, we'll confirm your authority so that we can ensure all notifications are sent correctly.
  • Absolutely. Grant of Probate is not a requirement for using Legacy Trail. However, if you do have Grant of Probate, Grant of Authority (Scotland), or a Letter of Administration then providing these can help speed up account notifications and account discovery searches.
  • Yes. We can provide a free consultation. We'll talk through your situation, explain how we can help, and there's absolutely no pressure to sign up.

    We also have a guided service you can access for an additional fee. During this process someone will guide you through every step over the phone. This service is particularly useful if you're not comfortable using the online service or if you need someone to help you through the process.

    Click here for a free consultation.

Simple. Secure. Supportive.

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