If you, a member of your family, or a client, were a member of a mutual insurer or friendly society that you want to trace, there are a number of actions you can take to discover whether the policy has any value:
- First, check through our list of members, and if appropriate follow the link to the organisation’s own website for more information on how to claim.
- If your provider is not listed there, have a look at our register of closed societies. If we have details of the new name of the Society, or the organisation it has transferred to, this will be listed here.
- If that doesn’t provide an answer, your next port of call is the Mutual Societies Registration, located in the offices of the Financial Conduct Authority, one of the City regulators. They should have record of all societies that have been registered, though note that it was not a requirement to be registered until the 1960s: 12 Endeavour Square, London, E20 1JN; (Telephone: 0800 1116768; email: [email protected].)
There are a number of organisations who can help people find lost policies, for example:
- Gretel: https://www.gretel.co.uk/
- Unclaimed Assets UK: https://unclaimedassets.co.uk/
Please be aware that some of these firms may charge a fee.