Key Facts
Initial Investment: 20/05/2022
Sector: Financial Services
Fund: Fund IV & Impact
Status: Current
Investment Highlights
- Introduced a new CFO to stabilise and professionalise the business and hired a data-focused CTO.
- Delivered a formal technology and AI transformation programme including AI-generated suitability reports, automated fund analysis, and tripling advisor review capacity without adding headcount.
- Developed a repeatable M&A capability absorbing over 6,000 additional clients onto the platform with typical EBITDA conversion above 80%.
- Diagnosed and restructured the acquisition funnel, building a proprietary lead scoring model enriched with ONS and Land Registry data, delivering a 10% uplift in lead-to-opportunity conversion, 35% improvement in in-month completion rates, and initial advice ROAS from 0.81 to 1.28.
- Redesigned the target operating model end to end – unifying the sales function, automating LOA processing, building a dedicated client retention team, and reducing paraplanner headcount.
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.
