For households

When you're not there to explain it, will your family know where to look?

Your financial life can take decades to build. But the knowledge of where everything is held often sits with one person.

A will can say who should inherit. It may not tell them where every account, pension or policy is held.

SuccessionKeeper is a private record of where your accounts, pensions, policies and documents are held, so someone you trust knows where to start.

Start your free 14-day trial Take the 2-minute check

Then £4/month, or £39/year. No card needed.

No email. No sign-up. Nothing stored.

Parents at their front door as their children head to school on a sunny autumn morning.

The problem

You cannot look for something you do not know exists.

Financial information is rarely lost. It is scattered across providers, paperwork, inboxes and old accounts, and in most households one person holds the clearest picture of it.

If that person is you, your family is left piecing together a life from documents and providers they did not know existed.

Most providers will help once they are asked. The difficulty is knowing who to ask.

Couple organising pensions, bank accounts, investments, insurance and property records together at home.

Wooden signpost for accounts, pensions, investments, property, insurance and documents beside a winding path at sunset.

Newly planted tree with a ‘A brighter tomorrow’ tag, watering can and gardening tools in a sunlit garden.

1 in 3

Rely on “my partner knows everything”.

52%

said they are the sole manager of their household's financial administration.

1 in 5

have already had to untangle a relative’s affairs.

SuccessionKeeper Financial Preparedness Survey, 1,006 UK adults, June 2026. See methodology

The check

How easy would it be for someone you trust to find your financial information?

Five questions about your own financial life. No email, no sign-up and nothing stored.

Question 1 of 5

Could someone you trust list all your bank accounts, savings, investments and other financial accounts without asking you?

Yes, confidently Partly Not sure

Do you know how many pension pots you have, including from previous employers?

Yes, confidently Partly Not sure

If you were unavailable tomorrow, could someone you trust find the information they would need without accessing your phone or laptop?

Yes, confidently Partly Not sure

Does anyone else know where your important financial documents are kept?

Yes, confidently Partly Not sure

Have you told someone you trust where to start if they ever needed to help manage your affairs?

Yes, confidently Partly Not sure

Your result

6 / 10

Your financial picture may depend too much on you

Many people are in this position. You may have accounts, pensions, documents and important information organised for yourself, but not in a way someone else could easily understand.

SuccessionKeeper helps you create a clear record of what you have, where it is held and who you trust to access that information, if needed.

Start your free 14-day trial ›

You know where most things are. Someone else would struggle to find them.

You have some of your financial information organised, but it may still rely on your memory, your devices or your knowledge of where things are kept. SuccessionKeeper helps turn that knowledge into a clear record someone you trust could actually follow.

You have already done the hard part. Writing it down is usually quicker than people expect.

Close these gaps, free for 14 days ›

Genuinely prepared

Your answers suggest you have a good understanding of your financial information and where important details are held.

It is still worth checking that the people you trust would know where to begin if they ever needed to help.

Learn how SuccessionKeeper can help ›

No email. No sign-up. Nothing stored.

Start again

When it matters

Financial organisation often starts with a life change.

A new job, a new home, a new child or a change in the family can create more accounts, documents and responsibilities than you realise.

Welcome-to-the-team box, notebook and coffee mug on a bright office desk, symbolising new opportunities and a fresh chapter.

What happens to my old workplace pension when I change jobs?

An old workplace pension can stay with its provider long after you leave. Recording it now can make it much easier to find later.

Welcome home box, house keys and doormat outside a modern home, symbolising a new chapter and financial continuity.

How can I help organise my parent's financial affairs?

Start while they can still explain what exists and where it is held. A clear record can make future conversations and practical help much easier.

Baby clothes, ultrasound photo and nursery items arranged beside an ‘A Brighter Tomorrow’ print, symbolising a growing family and future planning.

What financial information should I update when I have a child?

Guardianship, beneficiaries and savings accounts. The people who would step in need to know what already exists.

Organised family financial records, keys, calendar and checklist after house purchase.

What financial documents should I keep when I buy a house?

Mortgage, deeds, buildings insurance and life cover all arrive in the same month, and end up in four different places.

Wedding invitation, rings and flowers arranged on a table, symbolising marriage, family and the beginning of a new chapter.

What financial information should we update after getting married?

Marriage is a natural point to review wills, pension nominations, insurance, beneficiaries and how financial information is shared between you.

How it works

How does SuccessionKeeper work?

Start with what you know. Add detail over time. Nothing is mandatory and everything can be updated as your financial life changes.

Add accounts and documents

Add the provider, account type and any optional details or context you want to keep.

Choose who should know

Add the people you want this information to be sent to if you ever stop responding. A primary nominee will be contacted first to ask you to log in.

Choose your check-in frequency

Choose how often you want SuccessionKeeper to check in with you for any updates.

Review and update

Review your record whenever something changes, and see the structured information your nominees would receive before anything is ever released.

See it in action

Walk through the full setup, from adding your first nominee to uploading documents. Interactive, at your own pace.

Try the interactive walkthrough

Take a guided tour

Check-in explained

The app will get in touch with the people you have nominated if you ever stop responding.

Nothing is released while you are still responding.

You miss a check-in

We contact you again.

Weeks 1 to 4

Your primary nominee is asked to reach you. Nothing is disclosed.

Week 5

Final warning to you and your primary nominee, including the planned release date.

After

Only after the process is exhausted is your information released to all nominees.

One login from you stops the process completely.

Signing in at any point across those five weeks cancels the sequence completely and nothing is sent.

Pricing

One plan. Everything included.

£4 a month or £39 a year.

No tiers. No premium features held back.

Unlimited accounts and assets

Unlimited nominees

Document storage

Check-ins

Controlled release

Download or delete your information at any time

14-day free trial. No card required.

Start your free 14-day trial

Changing 6 April 2027

How are pensions changing for Inheritance Tax from 6 April 2027?

From 6 April 2027, most unused pension funds and pension death benefits will be brought within the value of the estate for Inheritance Tax purposes. Personal representatives will be responsible for reporting and paying any IHT due. For estates affected by IHT, knowing where pensions are held will become more important.

Read our guide to the 2027 pension changes →

SuccessionKeeper does not advise on Inheritance Tax. It helps with the practical part: giving your executor a clear record of where your pensions and other financial assets are held. Source: HMRC, Finance Act 2026 and Inheritance Tax on Pensions Technical Note 2, 27 August 2026. Rules apply to deaths on or after 6 April 2027. Some pension benefits are excluded.

When you're not there to explain it, will your family know where to look?

You cannot look for something you do not know exists.

How easy would it be for someone you trust to find your financial information?

Your financial picture may depend too much on you

You know where most things are. Someone else would struggle to find them.

Genuinely prepared

Financial organisation often starts with a life change.

What happens to my old workplace pension when I change jobs?

How can I help organise my parent's financial affairs?

What financial information should I update when I have a child?

What financial documents should I keep when I buy a house?

What financial information should we update after getting married?

How does SuccessionKeeper work?

Add accounts and documents

Choose who should know

Choose your check-in frequency

Review and update

See it in action

The app will get in touch with the people you have nominated if you ever stop responding.

One login from you stops the process completely.

Keep life organised now. Leave clarity for later.

One plan. Everything included.

£4 a month or £39 a year.

Practical guides, written for the situation you are actually in.

Digital Accounts Inventory Checklist UK: What to Record in a Death File or In Case of Death Document

How to Find Bank Accounts After Death in the UK (Step-by-Step Guide)

Pensions and Inheritance Tax From April 2027: What Families and Executors Need to Know

How to Find Old or Lost Pensions in the UK (Step-by-Step Guide)

How are pensions changing for Inheritance Tax from 6 April 2027?

Start with one account. The rest can follow.