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The AI helped me track down 6 of my 9 old pensions

She had pension paperwork scattered from 9 permanent jobs since 1990. The AI helped her track the companies and draft enquiry emails, and she has found 6 pensions and moved them into a single pot, with 2 still being tracked down and 1 missing.

This only partly worked. Read what happened before you try it.

How it works

  1. The AI helps track the companies behind her old jobs
  2. It drafts enquiry emails
  3. She finds 6 of the 9 pensions and transfers them to a single pension pot
  4. 2 are still being tracked down and 1 is missing

Why it’s worth knowing

Tracing old pensions usually means years of paperwork and phone calls. She worked through 9 jobs of scattered scraps with AI and most of the pensions are now in one pot.

Where it’s from

Summarized from a public post on bsky.app. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
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