Insights

Raised funding Strong refinancing activity detected with a reported £25 million refinancing loan from OakNorth and a $33.4 million equivalent financing. Target outreach to senior financial partners and wholesale lenders to explore co-financed retirement income solutions and ongoing credit facilities for client portfolios.

Expansion momentum Recent acquisitions and new product launches indicate rapid growth and integration potential. Pursue cross-sell opportunities with Tenet&You and promote My Pension Hub and My Academy offerings to existing advisers and affiliated networks seeking scale and structured learning programs.

Regulatory edge FCA regulation and a commitment to independent, best-interest advice provide a selling point for retirement income products requiring expert guidance. Leverage this trust signal to position premium, compliant retirement solutions to clients wary of misaligned products.

Awards & visibility Sponsorships and industry recognition (RoR Awards involvement, RHS partnerships) enhance brand credibility. Use the enhanced profile to approach mid-market advisory firms and regional wealth managers seeking reputable partners and co-branding opportunities.

Technology stack Utilizes WordPress, Salesforce Visualforce and cloud hosting for scalable client engagement and CRM-driven sales processes. Propose integration and data-driven onboarding services, plus digital education programs through My Pension Hub to streamline adviser recruitment and client onboarding.

My Pension Expert Tech Stack

My Pension Expert uses 8 technology products and services including UserWay, jQuery CDN, Cloudflare, and more. Explore My Pension Expert's tech stack below.

  • UserWay
    Accessibility
  • jQuery CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Salesforce Visualforce
    Frameworks And Libraries
  • Ubuntu
    Operating Systems
  • DigitalOcean Web Hosting
    Web Hosting
  • Apache HTTP Server
    Web Servers
  • Sitelinks Search Box
    Web Tools And Plugins

Media & News

My Pension Expert's Email Address Formats

My Pension Expert uses at least 1 format(s):
My Pension Expert Email FormatsExamplePercentage
First.Last@mypensionexpert.comJohn.Doe@mypensionexpert.com
98%
First.L@mypensionexpert.comJohn.D@mypensionexpert.com
2%

Frequently Asked Questions

What is My Pension Expert's phone number?

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You can contact My Pension Expert's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is My Pension Expert's official website and social media links?

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My Pension Expert's official website is mypensionexpert.com and has social profiles on LinkedIn.

How much revenue does My Pension Expert generate?

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As of July 2026, My Pension Expert's annual revenue is estimated to be $1M - $10M.

What is My Pension Expert's SIC code NAICS code?

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My Pension Expert's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does My Pension Expert have currently?

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As of July 2026, My Pension Expert has approximately 74 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: A. M.Chief Commercial Officer (cco): S. C.Chief Technology Officer: S. C.. Explore My Pension Expert's employee directory with LeadIQ.

What industry does My Pension Expert belong to?

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My Pension Expert operates in the Financial Services industry.

What technology does My Pension Expert use?

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My Pension Expert's tech stack includes UserWayjQuery CDNCloudflareSalesforce VisualforceUbuntuDigitalOcean Web HostingApache HTTP ServerSitelinks Search Box.

What is My Pension Expert's email format?

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My Pension Expert's email format typically follows the pattern of First.Last@mypensionexpert.com. Find more My Pension Expert email formats with LeadIQ.

When was My Pension Expert founded?

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My Pension Expert was founded in 2010.
My Pension Expert logo

My Pension Expert

Financial ServicesEngland, United Kingdom51-200 Employees

My Pension Expert is a UK-based financial services firm that specializes in advised retirement income solutions. The company provides personalized guidance on retirement income options, with quick responses to client enquiries and a focus on ensuring recommendations align with each person’s circumstances and best interests. Regulated by the FCA, it backs its product recommendations with justification reports and emphasizes its advisers’ qualifications to offer suitable guidance rather than relying on third-party lead generation.

Headquartered in Doncaster, England, the firm serves customers across the UK and positions itself as an advisor-led alternative to direct provider quotes, aiming to secure favorable terms through established provider relationships. The organization describes itself as employing diploma-qualified financial advisers and highlights a commitment to customer-centric service, staff development, and ongoing involvement in industry events and partnerships. Recent developments include the launch of new initiatives and growth activities, reflecting its expanding footprint in the retirement income advisory space.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $1M - $10M

    My Pension Expert's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    My Pension Expert's revenue is estimated to be in the range of $1M - $10M

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