procedure

Pensions and insurance tracing and Bulk Letter Forwarding service

ID 25191

The Department for Work & Pensions (DWP) has published a revised version of its Bulk Letter Forwarding service: guidance which is addressed at insurance companies and pension scheme providers seeking to get in touch with scheme participants or clients that cannot be contacted otherwise. The „Forwarding Service“ is a service offered by the DWP to trace affected individuals and forward a corresponding general note letter to clients to ask them to get in contact with the pension scheme or insurer.
##### The guidance sets out
– the general framework of the service;
– the fees charged to insurers or pension schemes for providing the tracing and forwarding services and further payment details;
– the forms pension schemes and insurers must file to use the service;
– the content of the letter(s) that will be forwarded on behalf of the service users.
The guidance also defines the „general responsibilities“ of the DWP in this context.
This latest revised version contains modifications in the following sections:
– Section 1: About the Bulk Letter Forwarding service
– Section 2: Complete the relevant forms,
– Section 3: Attaching your letter,
– Section 6: Send the letter to the Bulk Letter Forwarding service, and
– Section 8: Contact.
Due to the fact that no previous version is available to us, we cannot provide further details on the exact modifications.

Other Features
companies
insurance
pension funds
process
Date Published: 2023-10-03
Regulatory Framework: not applicable
Regulatory Type: procedure

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