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Bereavement can leave families navigating a complex web of financial institutions, utilities and public services. Lucy Carpenter of Hospice UK shares her experience of death administration and explains how organisations can create simpler, more compassionate bereavement journeys.

EstateConnect recently brought together regulators, charities, trade associations and financial services leaders to discuss how the industry can work together to improve bereavement journeys. Here are the key themes, challenges and opportunities identified during the discussion.

The UK has made significant progress in bereavement support, but customers still face fragmented journeys and repeated conversations across organisations. This article explores why the next phase of “Tell Us Once” is not replacement, but better connection, coordination and consent-led data sharing across the bereavement journey.

In this Meet Our Experts article, Michael Kennelly shares his vision for the future of bereavement services and explains why improving bereavement journeys remains at the heart of his work.

Death is inevitable, yet the systems supporting bereaved families remain fragmented and outdated. In this article, Ollie Wright explores why DeathTech is needed to improve the bereavement journey and create more compassionate experiences for grieving families.

Drawing on extensive experience working with financial institutions, Andy Davies explores the challenges of modern bereavement journeys and explains why it’s time to rethink how death notifications and estate administration are managed.

With over £31 billion in unclaimed pension pots, the UK faces a growing pensions tracing challenge. Andy Davies from Estatetrace explores why so many savers lose touch with their pensions, how new initiatives like the Pensions Dashboard could help, and what providers can do today to reconnect customers with their hard-earned retirement savings.

The £105 million in unclaimed Premium Bonds is just the tip of a £200 billion iceberg. Discover how enhanced tracing services can reconnect people with their money.

How one building society used a small proof of concept to justify tracing 30,000 gone away customers with Estatetrace.

When does dormant account tracing reach its limit? Estatetrace shares a real-world example of how financial institutions can demonstrate due diligence before transferring assets to the Dormant Assets Scheme.

Estatetrace offers more than standard tracing. By integrating with Estatesearch, financial institutions get early alerts when a customer passes away—improving data accuracy, customer outcomes, and estate administration processes.

Discover why stronger customer tracing is critical before financial product closures to help reunite customers with lost or dormant assets.

Evaluation of financial risk is usually a straightforward business management task. Assessing non-financial risk can be more complex.

Financial institutions struggle to reconnect with lost or non-responsive clients. Discover how Estatetrace’s smarter customer tracing solution helped improve a firms process. Learn more about this transformative approach.