real life stories

Stephen's story 

Stephen's parents took out savings plans alongside a mortgage in the 1980s. 

When they moved house they forgot to inform us of the change in their address.  Over time they forgot about their investments and lost contact with the funds. 

When Stephen's parents died, no records of the investments were found with their belongings, and administration of the estate was completed at the time.   Ten years later, their three surviving children were tracked down as part of a wider programme run by Engage Mutual to reunite unclaimed funds.

Son Stephen, who along with his brother and sister shared more than £25,000, was moved that his parents, who had always worked so hard and struggled to support their family financially, had been the source of such a windfall.

“We were shocked and quite emotional, with a mixture of feelings.  It would have been nice for my parents to have enjoyed their savings themselves, but it is also good to know that they had been working hard to provide for us all those years.”