Why My Pension Expert
For anyone looking to invest their funds, whether that’s a pension or other savings, it’s wise to keep monitoring and evaluating your strategy going forward.
Speak to a Pension Expert
Why Choose My Pension Expert?
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We’ll help you choose the right pension plan for your needs.
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Our helpful and responsive team are rated excellent Based on over 6,000 Trustpilot reviews.
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No obligation consultation.
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Get impartial, regulated advice personalised to you.
My Pension Expert’s expert advice can help you unlock the potential of your retirement savings.
Speak to one of our Expert Pension AdvisersWe’re pleased to offer an ongoing advice service that helps you stay on track throughout your retirement. So, you can rest assured that your savings are in great hands.
Receiving ongoing advice offers you peace of mind that the decisions you make today and during the life of your plan are always in your best interests.
Need to change your level of income? No problem. Want less exposure to risk? Sure thing. In a fast-moving world, your circumstances and objectives can quickly change, so having a retirement strategy that can change with you can be a huge benefit.
However, changing things like your income or switching portfolios can drastically impact how long your fund will last, so it’s important to understand the implications of any alterations.
What’s Included?
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An annual financial health check to refresh their advice and make any required changes to their investment plan.
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Year-round access to their Financial Adviser (FA) and Client Support Representative to answer any questions.
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Regular news and performance updates through our client newsletter.
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Our dedicated team regularly review our clients’ financial plans to make sure their recommendation remains the most suitable option for each client’s needs and retirement goals.
How Much Does it Cost?
Our clients are at the heart of everything we do, so we’ve worked hard to offer a competitive, comprehensive ongoing advice service.
Unlike some advisers, we have no other ad-hoc charges; we won’t charge you extra for making a withdrawal or changing your investments. Instead, you’ll pay a simple ongoing advice fee.
You can find the full breakdown of possible charges that may apply to your investment products here.
Important Information
When investing, your capital is at risk. Past performance is not a guide to future performance. If you invest in a flexible-access drawdown (FAD) plan, your pension pot is invested. Your income relies on the performance of your fund. A FAD is usually a long-term investment; the fund value may fluctuate and can go down. Your income will depend on the size of the fund, the performance of the fund, the economic climate, and tax legislation.
We put clients first
Our service is simple. We listen, explain your options clearly, and help you make decisions that feel right. There’s no jargon and no pressure – just expert pension advice that fits your goals and circumstances.
Part of a wider group
We’re proud to be part of a group of trusted financial advice brands, all working to improve outcomes for people across the UK:
Imperium Advice – financial planning for higher funds
My Money Expert – guidance on savings and investments
Our people set us apart
Our teams are the backbone of the business – combining technical expertise with a personal touch to ensure every client feels supported, informed, and confident at every step of their journey.
Our Fees
At My Pension Expert, we want to provide a fair, comprehensive, and transparent service. That’s why fees and charges are only ever applied once you’ve received and accepted our recommendations.
Expert Advice
Expert advice is personalised guidance provided by a regulated financial adviser who is qualified to assess your circumstances and recommend specific financial products or strategies.
Tailored To Your Needs
At My Pension Expert, our clients come first. So, we’ve made it our mission to provide a seamless experience with comprehensive pension advice that’s tailored to you and your retirement goals.
Case Studies
At My Pension Expert, we value honest, valuable feedback from all our clients. Every individual has a unique story, different circumstances, and personal goals when it comes to retirement planning and pensions.
Refer a Friend
If you’ve been happy with the service you’ve received from My Pension Expert, why not pass it on? Our Refer a Friend scheme is our way of saying thank you for spreading the word and giving both you and your friend something valuable in return.
