Investment into My Pension Expert confirmed following FCA approval

2 August 2022 Reading Time: 3 minutes

We are delighted to announce that a significant private equity investment into My Pension Expert has now been completed following approval from the Financial Conduct Authority (FCA).

The investment came from Palatine Private Equity. The injection of capital will accelerate our growth plans as we aim to ensure people of all wealth brackets can receive independent financial advice and achieve their desired retirement outcomes.

In the midst of rising interest rates, inflation and a cost-of-living crisis, access to independent financial advice has never been more important. This is certainly true of those approaching, entering, or already in retirement. The investment will ensure My Pension Expert’s services can reach more and more people. 

Andrew Megson, executive chairman at My Pension Expert, said: “We are delighted to conclude the investment by Palatine. It will enable My Pension Expert to further build on its success over recent years and fast-track our growth as we deliver much-needed independent financial advice to people across the UK. I believe this is fundamental to improving people’s financial security in their retirement. 

“Palatine is the perfect partner to support this growth, and their strong Environmental, Social, and Governance credentials were a key factor in the decision to work with them. All the team at My Pension Expert are incredibly excited about building a fantastic future helping people to achieve their goals in retirement.”

Kieran Lawton, senior investment director at Palatine, added: “The My Pension Expert team have done an outstanding job to date, and we are very much looking forward to working alongside them to help the company grow quickly and reach its potential.

 “The need for services and support like that provided by My Pension Expert has never been more important. Our focus will be on supporting Andrew and the team through value enhancement initiatives across digital, technology, people, and sustainability in order to help them continue to build a highly trusted and fast-growing pensions advisory business.”

My Pension Expert was advised by Park Palace Corporate Finance, Addleshaw Goddard, and BDO. Palatine was advised by Gateley Legal, Kroll, and RSM.

As part of the investment, My Money Expert also completed a debt refinancing with Beechbrook Capital. The new package from Beechbrook includes potential for additional funds to be made available to the business to facilitate further expansion in the future.

Regarding the refinance, Beechbrook were advised by Pinsent Masons and My Pension Expert by Gateley Legal. 


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