Free no-obligation initial pension consultation with a regulated financial adviser, available by phone or callback request.
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My Pension Expert is a UK-based regulated financial advice firm specialising in retirement and pension planning for people aged 55 and over. The company has been active since 2010 and is headquartered in Doncaster, serving clients across the United Kingdom.
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About UKLG_My Expert Holdings
Founded
2010
Head office
Doncaster, United Kingdom
Target audience
Adults aged 55 and over
Services
Pension advice, drawdown, annuities, consolidation, investments
Regulation
Authorised and regulated by the Financial Conduct Authority (FCA u2116 579999)
Customer service hours
Mon-Thu 9:00-20:00, Fri 9:00-17:30, Sat 9:00-13:00
Consultation
Free, no-obligation initial consultation available
Trustpilot rating
Excellent, based on over 6,000 reviews
My Pension Expert positions itself in the regulated financial advice segment, targeting individuals approaching or already in retirement who hold defined contribution pensions such as workplace or personal pension pots. The firm offers personalised guidance on options including annuities, flexible-access drawdown, pension consolidation, and tax-free cash, working to match clients with suitable providers from the open market. Its approach emphasises straightforward communication, no-obligation consultations, and a dedicated support team that includes financial advisers, paraplanners, and compliance specialists. Since acquiring Tenet and You in May 2024, the company operates as part of a broader group that also includes Imperium Advice and My Money Expert.
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Refer a friend to My Pension Expert and potentially receive a referral benefit as outlined on the company website.
Example promotion
This is an example of a promotion that could suit this business. It is not a guaranteed active offer or a working discount code. Check the website for current deals.
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UKLG_My Expert Holdings in the news
Recent updates and background about UKLG_My Expert Holdings, summarised in our own words.
About My Pension Expert
My Pension Expert outlines its commitment to guiding UK pension savers through retirement planning with clarity, honesty, and personalised advice. The company has been supporting clients across the UK since 2010.
Sister Brands Supporting Broader Financial Planning
My Pension Expert is part of a wider group that includes Imperium Advice and My Money Expert, each supporting individuals in different areas of financial planning. Together the brands aim to help more people feel informed and in control of their financial future.
ESG and Responsible Business Practices
My Pension Expert publishes information about its environmental, social, and corporate governance initiatives, reflecting its commitment to sustainability and ethical conduct within the pension planning sector.
Summaries by Image Review based on publicly available sources and our own editing. External links may contain affiliate links.
What others ask about UKLG_My Expert Holdings
Answers to the most common questions, based on search behaviour and our own research.
Is My Pension Expert a trustworthy financial adviser?
My Pension Expert is authorised and regulated by the Financial Conduct Authority under FCA register number 579999, which means it is subject to UK regulatory oversight. The firm has been operating since 2010 and holds an Excellent rating on Trustpilot based on more than 6,000 client reviews.
What does a consultation with My Pension Expert cost?
The initial consultation is free and comes with no obligation. Any fees relating to specific advice are explained clearly by the adviser before the client proceeds.
What types of pension advice does My Pension Expert offer?
The company provides advice on flexible-access drawdown, annuities, pension consolidation, tax-free cash, and general retirement income planning. It also offers guidance on investments such as Stocks and Shares ISAs and General Investment Accounts.
How can I contact My Pension Expert?
Clients can call the team on 01302 636119 during opening hours, or request a callback at a time that suits them via the website. The office is open Monday to Thursday from 9:00 to 20:00, Friday from 9:00 to 17:30, and Saturday from 9:00 to 13:00.
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