SuccessionKeeper is a private record of where your accounts, pensions and policies are held. You see what you hold in one private view today, and someone you trust knows where to start if you cannot explain it.
Start your free 14-day trialNo card required
No bank connection
No provider passwords stored
Sound familiar?
None of these is careless. Each one works only while you are around to explain it.
They may know the main accounts well. The older ones, and the details behind them, are often only in your head.
Fine for the person who built it, but anyone else has to know it exists, where it is saved and when was the last time it was updated.
That makes you the only copy, because the knowledge behind it is not written down somewhere or it is hard to find.
Remembering that a pension exists is easy. Remembering the provider, scheme name and reference is much harder.
A list of logins is not a list of what you own, because pensions, policies and paper records may never appear in it.
It is tedious, has no deadline, feels like admin and so it can wait. That is why this page asks you to start with one account, not a project.
“
I would have liked everything to be in one space. It would have made things so much easier for my family.
Respondent who had acted as an executor, SuccessionKeeper concept test, 2026
3 in 4
respondents were not confident that someone else could find everything easily.
The same group rated their own preparedness at 7.3 out of 10 on average.
SuccessionKeeper concept test, 101 UK adults recruited through an online panel, July 2026. Figures describe these respondents only and are not representative of the UK population.
The real problem
The information usually exists. It is spread across apps, provider websites, paper folders, old emails and one person’s memory. That works while you are there. It stops working the moment someone else has to piece it together.
“There isn’t a single place where I can manage all my financial accounts.”
Respondent, SuccessionKeeper concept test, 2026
From scattered to findable
SuccessionKeeper records which organisation holds each account, pension, policy or important document, plus the context that helps someone know where to start.
We hold the map, not the keys.
No bank connection · No provider passwords
One clear record for your important information
One private record
Provider · context · document location
What the record preserves
Bank, pension, insurer, investment, crypto, or important document.
Provider, former employer, storage location, solicitor or estate planner.
Notes, contacts and supporting documents that preserve the context.
Bank passwords, provider logins and any way to move your money.
A practical map of your financial life, without becoming a password store.
Useful from day one
Add what you hold and see it laid out the same day, with the paperwork attached and your own notes beside it. You decide what goes in.
Accounts, pensions and policies in one list, grouped by type, country, currency and how quickly you could reach them.
Attach statements and policy schedules to the account they belong to, instead of keeping them in a folder somewhere else.
Record the context only you have: who looks after it, employer associated with the pension accounts, years worked, portal to log in, email addresses, why you chose it and what to check at renewal.
See where money sits and when each entry was last updated, then decide what to do, with your adviser if you have one.
SuccessionKeeper shows you the picture. Decisions about moving or closing an account stay with you and your provider or adviser.
Pensions need particular care from April 2027.
Read our guide →For you and your family
You keep one record. It helps you now, and it helps your family if they ever need to step in.
A clear picture of what you hold, kept in one place. When an adviser, mortgage broker or accountant asks, you can answer from one record and download your data to share it.
Link your household account and your partner can see the same record, view only. Nobody has to ask where the pension paperwork is kept.
Name as many nominees as you like, one of them your primary. Nothing reaches them while you keep responding. If you ever stop, they receive a structured summary, so the people you name, your children included, know where to start.
No card required. Add one account tonight and the rest when you are ready.
Safety and trust
A record that held your passwords would be the first thing worth attacking, so SuccessionKeeper is built around what it never holds.
Bank logins or Open Banking access
Provider passwords
Account numbers or balances, unless you choose to add them
Any way to move your money
AES-256 encryption
Hosted in the UK
Two-factor authentication
Nominees receive a summary, never a login
Common questions
Start with one account or document. You can add the rest over time, at your own pace, and account numbers and balances are optional.
Nothing is released to the nominees while you are still responding. Your primary nominee is asked to remind you to log in, and logging in at any point stops the process.
Family, executors, trustees or advisers. Everyone you include receives the same structured summary, and nobody receives a login.
Encrypted with AES-256 and hosted in the UK. We never store provider passwords or bank logins.
Yes. A will says who inherits, while SuccessionKeeper records where things are held. They do different jobs and work well together.
Yes. Household account linking is available.
£4 a month or £39 a year (saves £9) after a 14-day free trial. No card to start. Close your account and download your data at any time.
No. SuccessionKeeper provides record-keeping tools and general information. It does not provide financial, tax or legal advice.
Still deciding? Take the 2-minute check →
Get started
Add one pension, policy, account or document today, see how it looks in one view, then build your record as life changes.
Unlimited accounts, assets and document storage
Unlimited nominees, one of them your primary
Household account linking
Download or delete your data at any time
or £39 a year (saves £9)
Start your free 14-day trialNo card required · Cancel anytime
Not ready yet? Take the 2-minute check →
SuccessionKeeper provides record-keeping tools and general information. It does not provide financial, tax or legal advice.