My Pension Expert

Financial Services

My Pension Expert is the UK’s leading at-retirement adviser, with its telephone and video-based services allowing the company to provide independent financial advice on a national scale.

Key Facts

Initial Investment: 20/05/2022

Sector: Financial Services

Fund: Fund IV & Impact

Status: Current

Strategic Growth Plan

  • Drive organic growth through increased lead generation and optimisation of current channels.
  • Build the MPE brand and increase direct traffic to the website.
  • Develop the Imperium product targeting higher value pension pots.
  • Digital transformation of systems to improve customer experience and drive internal efficiencies.
  • Further develop the company’s ESG and Impact credentials through our market-leading framework
  • Invest in people and talent management to support the growth trajectory of the business.

Partnership motivation

Affordable, accessible and high quality pension advice is essential for those at or nearing retirement age with small or medium sized pension pots. My Pension Expert helps members of the public to navigate the increasingly complicated pensions environment at an affordable cost, and we are delighted to be working with the management team to increase the number of people who can access this advice.