We Are Gretel

This year, Gretel became the UK’s most widely used dormant account service, helping thousands reconnect with forgotten wealth, including reuniting one customer with an incredible £230,000. And we keep going from strength to strength, we especially want to thank our new partnerships with leading asset managers Jupiter Asset Management, Janus Henderson Investors, Rathbones Asset Management, and J.P. Morgan Asset Management. These partnerships highlight the wealth industry’s proactive approach to supporting customers. We’re also excited to expand our collaboration with Aviva, the UK’s largest life insurer. Their commitment to making more data accessible through Gretel is a significant step in helping customers track down lost life insurance and pension accounts. Read more in our Oscars inspired blog of thanks below. With £89 billion in unclaimed funds across the UK, our mission is to solve this financial challenge and empowering people to regain control. Together, we’ve made incredible strides this year, and we’re deeply grateful to the companies joining us on the journey.

  Today we announce our latest strategic partnerships with J.P. Morgan Asset Management and Rathbones Asset Management, enhancing our platform's capacity to reconnect investors with their dormant assets. With an estimated £2.8 billion in unclaimed investments across the UK, this collaboration enables us to address a significant challenge within the financial services industry.   In the initial two weeks of our partnership with J.P. Morgan Asset Management, we've successfully matched approximately £2.5 million to rightful owners, demonstrating what we can achieve when we work together and the huge difference it can make.    Duncan Stevens our CEO, emphasises the importance of these partnerships: "At Gretel, we’re proud to partner with leading firms like J.P. Morgan Asset Management and Rathbones Asset Management to tackle the growing challenge of lost and forgotten investments."   Patrick Thomson, EMEA CEO at J.P. Morgan Asset Management, adds: "By expanding our options to reconnect with clients, this further strengthens our ability to maintain strong, ongoing client relationships."   Craig Santangeli, ACSI, Head of Transfer Agency Oversight at Rathbones Asset Management, notes: "Rathbones Asset Management is pleased to partner with Gretel to help individuals recover lost or forgotten investment assets, and by doing so, enables us to act in the best interests of our clients."   As the Dormant Assets Scheme expands in 2025 and new Consumer Duty regulations come into effect, we believe that Gretel is poised to play a pivotal role in transforming how the investment industry addresses lost assets. Our platform offers a comprehensive solution for financial institutions to automate customer re-connection, comply with regulatory challenges, and transform processes that traditionally take months into seamless, efficient operations. Here’s to 2025. #investments #consumerduty

This week our CEO, Duncan Stevens Stevens, joined London Fintech Podcast to share Gretel's mission of reconnecting people with their lost financial assets. It’s a fascinating look at the Gretel journey, shaped by early life experiences, not to mention the challenges of the COVID-19 pandemic. The result is the most widely used, inclusive and accessible platform that has already reunited consumers with tens of millions of pounds. Key topics discussed: Predictions for the future of financial inclusion and asset reunification The £89 billion issue of stranded financial assets in the UK Why Gretel is proving so popular with customers How Gretel fosters trust between traditional financial institutions and consumers Duncan also provides valuable advice for aspiring entrepreneurs, highlighting the importance of purpose over profit and driving innovation that truly makes a difference. 🎧 Tune in now to learn how Gretel is empowering consumers and reshaping the financial services industry. Don’t miss this engaging conversation 👉 Listen below #Fintech #Entrepreneurship #FinancialInclusion

We are so proud of our founder, Duncan Stevens, who was highly commended in the Entrepreneur of the Year category at the prestigious 2024 City AM Dragon Awards. Held at the iconic Mansion House, the event celebrated organisations and individuals driving significant societal change through innovative business practices. Duncan’s recognition reflects his 26-year commitment to “doing good by doing business.” As founder of Gretel, Duncan and the team are working hard to revolutionise financial reconnection, helping thousands of people monthly uncover lost assets for free. At Gretel we prioritise accessibility and simplicity, to ensure even the most vulnerable benefit from our services. We’d like to thank the City of London Corporation and City AM for hosting such an inspiring event. Congratulations to all winners and nominees who demonstrated the incredible potential of businesses to deliver both social and financial impact. #DragonAwards #Entrepreneurship #SocialImpact

Our CEO, Duncan Stevens, appeared on BBC Rip-Off Britain today to discuss a topic that's often overlooked but incredibly important: lost and dormant accounts.   The financial services industry is waking up to this legacy issue and we are working to ensure people have easy, accessible pathways to reclaim their assets for free. This aligns with recent regulations, like the Consumer Duty, which call on us to support customers’ financial well-being proactively.   Let’s keep the conversation going on how we, as an industry, can better engage with this issue. Every account reconnected represents a person’s savings, a family’s future, and financial empowerment for everyone involved. #FinancialWellness #Dormantassets #RipOffBritain https://lnkd.in/ecacJRwd

Tomorrow at 10.45am, Rip Off Britain on the BBC will be looking at the issue of the millions of pounds of lost assets owed to people in the UK and helping them track down their lost bank accounts and pensions. Our Chief Executive, Duncan Stevens was privileged to be asked to join the show as an expert in this field. Tune in tomorrow to see the results. We are delighted with the number of companies that have joined Gretel to solve this big legacy problem in financial services. We are proud to be delivering transparency and trust, as well as significant value to your customers. #fintech4good #innovation https://lnkd.in/ewZWSTZU

We’re thrilled to be featured on the Aviva website as part of our growing partnership. Together with Aviva, we’re tackling the challenge of dormant assets and “forgotten” financial accounts—making sure no one loses touch with their hard-earned savings. With the support of leading financial companies we are driving change across the financial sector to ensure better access, transparency, and connection to personal finances. Thank you to Aviva for their commitment to empowering people to reclaim what’s theirs. Stay tuned as we continue to roll out more initiatives to bring people closer to their financial futures. Read more about Gretel and how our own CEO Duncan discovered his own 'lost pension'. #lostpension https://lnkd.in/ezvZUh_y

Thanks to Dana Leigh for covering our thoughts on how unlocking dormant assets would be a transformative move for the chancellor to make in the budget tomorrow. #budget24 Unlocking the £89 billion tied up in lost and dormant assets is a low-cost, high-impact opportunity for the government to support communities and drive economic growth without burdening the public purse. In just four years, the UK has seen a 44% increase in lost and dormant accounts, now totaling 28 million – funds that could deliver an average of £2,200 per person during the cost-of-living crisis. With stronger incentives for companies to participate, we could reunite millions of people with their assets, providing immediate financial relief or, when owners cannot be traced, redirecting funds to community projects in need. https://lnkd.in/eiiPPYR4

A big thank you to MoneyAge and all the people who voted Gretel Consumer Champion 2024 at the MoneyAge Awards last night.    In the age of Consumer Duty, to win this award is such an honour and a real testament to how we help our clients across the industry improve accessibility and deliver positive impact for their customers.    At We Are Gretel, our mission has always been to make the discovery of forgotten assets as simple and accessible as possible for consumers.    We are grateful for the ongoing support and collaboration with the regulator, industry bodies, financial services providers, and the media. It is through these partnerships that we can consistently communicate the benefits of our approach and drive positive change in the industry. Congratulations to all the other winners, including Carla Mandis from Zurich Insurance and Adam Marks, Chris Woodford and Anna Masica from Fintex Capital. Together, we are shaping the future of financial services.

A big thank you to MoneyAge and all the people who voted Gretel Consumer Champion 2024 at the Money Age Awards last night.    In the age of Consumer Duty, to win this award is such an honour and a real testament to how we help our clients across the industry improve accessibility and deliver positive impact for their customers. We are grateful for the ongoing support and collaboration with the regulator, industry bodies, financial services providers, and the media. It is through these partnerships that we can consistently communicate the benefits of our approach and drive positive change in the industry. Congratulations to all the other winners, especially Zurich Insurance, Carla Mandis and Fintex Capital, Adam Marks, Chris Woodford and Anna Masica. Together, we are shaping the future of financial services