Business Details
16 Years
experience
Your Trusted Partner for Retirement Planning Solutions
At My Pension Expert, we specialise in providing independent financial advice tailored to retirement planning. Since 2010, we have helped thousands of individuals maximise the potential of their pensions through services such as flexible-access drawdown, annuities, pension consolidation, and tax-free cash strategies. Our team of specialists, including certified financial advisers and industry experts, offers impartial, regulated advice personalised to each client's objectives. We pride ourselves on transparency, with no obligation consultations and clear explanations of fees. Recognised as the UK's highest-rated independent financial adviser on Trustpilot, we maintain a five-star rating based on over 6,000 reviews.Our acquisition of Tenet & You in 2024 has expanded our capacity to assist clients in achieving their financial goals. We operate with a client-first ethos, ensuring efficient processes and comprehensive pension checks to improve retirement outcomes. Our leadership team brings decades of experience in financial services, retirement markets, and regulatory compliance. We are authorised and regulated by the Financial Conduct Authority (FCA Register 579999) and committed to environmental, social, and corporate governance principles.
Services
Pension Consolidation
Tax-Free Cash
Annuities
Flexible-Access Drawdown
Investments
Details
- Year established: 2010
Highlights and features
- We offer over 30 years of experience in the financial services industry
- Our team provides impartial, regulated advice personalised to you
- We have access to the whole retirement market
- We are rated 'Excellent' on Trustpilot with over 6,000 reviews
- We provide a no obligation consultation
Associations and certifications
- Financial Conduct Authority
What people say
Highly professional
Knowledgeable team
Excellent advice
Fantastic communication
Trustworthy
Services
Pension Consolidation
We help clients combine multiple pensions into a single plan for simplified management. Our experts assess individual circumstances to determine optimal consolidation strategies. This service ensures better oversight of retirement savings while maintaining regulatory compliance.
Flexible-Access Drawdown
Our drawdown solutions allow clients to withdraw funds while keeping investments active. We provide tailored strategies to balance income needs with long-term growth potential. This approach offers flexibility in managing retirement finances without fixed payout constraints.
Annuities
We offer annuity options that provide guaranteed income for life. Our advisers compare market rates to secure competitive returns. This service ensures financial stability through predictable monthly payments tailored to individual requirements.
Tax-Free Cash
Our experts guide clients through tax-efficient pension access options. We explain eligibility criteria and implications of taking tax-free lump sums. This service helps maximise immediate benefits while maintaining long-term financial security.
Investment Management
We provide access to diverse investment portfolios including sustainable and discretionary managed options. Our LGT Wealth Management partnerships offer tailored risk profiles from defensive to growth strategies. This service optimises pension growth through professional fund management.
People
Andrew Megson
Chief Executive Officer
Over 30 years' experience in financial services, including 16 years at executive level in retirement markets. Previously Managing Director at Partnership and Just Retirement. ACCA qualified with extensive leadership expertise.
Alistair Stewart
Chief Financial Officer
ACCA qualified finance professional with experience at Frasers Group Plc and RSM. Joined MPE in 2023 to lead financial operations. Specialises in strategic financial management and regulatory compliance.
Bernie Dunlop
HR Director
Over 30 years' administrative experience in financial sectors. Joined MPE in 2016 after working with Andrew Megson at Partnership. Manages all HR operations with focus on employee development and organisational culture.
Lily Megson-Harvey
Policy Director
Communications expert with extensive financial services knowledge. Develops strategic communications and maintains stakeholder relationships. Strengthens MPE's position as a retirement sector leader through targeted messaging and policy development.
Kyle Simpson
Chief Revenue Officer
Promoted to CRO in 2025 after progressive roles since joining as Retirement Technician. Develops sales strategy and oversees call centre operations. Combines technical expertise with leadership to drive business growth.
Questions
What services does My Pension Expert offer?
We specialise in pension consolidation, annuities, flexible-access drawdown, tax-free cash strategies, and investment management tailored to retirement planning needs.
Are your advisers qualified?
All our financial advisers hold relevant qualifications including DipFA and DipPFS. Our leadership team has decades of industry experience and regulatory expertise.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA Register 579999), ensuring compliance with strict financial services standards.
Can I get a no obligation consultation?
Yes, we offer free initial consultations to understand your pension goals and explain available options without any commitment required.
How do you handle pension transfers?
Our streamlined process manages transfers efficiently, with dedicated support throughout. We keep clients informed at every stage to ensure smooth implementation.
What investment options are available?
We offer LGT Wealth Management model portfolios spanning defensive to growth strategies, including sustainable options tailored to individual risk profiles.
Reviews (2)
Claire Faulkner
Aug 21, 2017
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My husband was struggling to understand his retirement options so he called My Pension Expert and within the 1st minute we knew we were in the best place. They got us the highest income and couldn't do enough to help us, keeping us updated throughout the whole process. I would recommend to anyone. Thank you my pension expert for making a worrying time a pleasant one.
David Parker
May 30, 2017
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Not nice people to do business with
Very rude and very arrogant with no customer service orientation
Avoid
Very rude and very arrogant with no customer service orientation
Avoid
