What People Say After Attending

A 61-year-old British national in Bangkok had three separate pension arrangements — a UK state entitlement, a defined-contribution workplace scheme from a previous employer, and a personal pension opened in the 1990s. He had no clear idea which was active, which required action, or who to contact about any of them.

He attended the Orientation Workshop, where the three document categories were explained in plain language. The official contact point for each was identified — UK Government Gateway for state entitlement tracing, the Pensions Tracing Service for the dormant workplace scheme, and the original provider for the personal pension. He left with three specific enquiries to make.

Within six weeks he had received a state pension forecast, confirmed the workplace scheme was still active with a current statement, and located the personal pension provider. He followed up with the Records Setup session to organise the documentation. All actions taken by him directly with official bodies — no advice from Provida.

An Australian couple, both in their late 50s, had superannuation accounts with two different funds and were unsure whether their contributions history was complete or whether they had any lost super from earlier employment. They found the ATO's online tools confusing and didn't know where to start.

They attended the same Orientation Workshop session. The general landscape of Australian superannuation documentation was covered, including how the ATO's myGov interface works and how to navigate the lost super search function. They were pointed toward the ATO directly for the actual enquiry.

They found one account they had forgotten about and consolidated it with their main fund — an action they completed themselves via myGov with the ATO. They subsequently joined the Year-Long Membership for ongoing updates as their situation continues to develop closer to retirement.