Bridgepoint Services provides independent research and administrative support relating to dormant or unclaimed financial assets.
We specialise in identifying and researching financial assets that may have been forgotten, misplaced, or left unclaimed over time.
Our work supports individuals, estates, and professional advisers seeking clarity around possible dormant financial entitlements.
Dormant Bank Account Research
Over time, bank accounts may become dormant when they are no longer actively used.
This can occur when individuals move address, change banks, or lose track of older financial accounts.
Bridgepoint Services conducts research to identify indicators of potential dormant or forgotten bank accounts and assists clients in preparing documentation needed to approach the relevant institutions.
Life insurance policies and other insurance contracts may sometimes remain unclaimed if documentation is lost or if beneficiaries are unaware of the policy’s existence.
We assist with research relating to historic or unclaimed insurance policies, helping clients determine whether further enquiries with insurers may be appropriate.
Pension Entitlement Research
Individuals may accumulate pension entitlements across multiple employers throughout their careers.
Over time, pension schemes may be forgotten, particularly when individuals change jobs or relocate.
Bridgepoint Services assists clients in researching potential lost or unclaimed pension entitlements and provides administrative guidance on how these may be traced through the appropriate pension providers.
When administering an estate, it is sometimes unclear whether the deceased may have held additional financial assets.
Bridgepoint Services supports executors and probate professionals by conducting research to identify potential dormant financial assets linked to the estate.
Our work can assist executors in ensuring that reasonable steps have been taken to identify financial entitlements.
Where relevant assets are identified, we provide structured documentation including:
Research summaries
Guidance on claim procedures
Supporting documentation preparation
Administrative assistance during the claim process
Clients submit claims directly to the relevant institution.
Important Notice
Bridgepoint Services is not a bank, insurer, pension provider, or government body.
We provide research and administrative support only.
We do not:
Handle or receive client funds
Act as a financial institution
Guarantee that assets will be found
Submit claims without written authority
Clients remain free to pursue claims independently if they choose.