My Pension Expert Limited

Date authorised
1 April 2013
Companies House
07627457
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    My Pension Expert Ltd
    Colonnades House
    Duke Street
    Doncaster
    DN1 3BW
    UNITED KINGDOM
    Phone
    +441302639540
    Web
    https://www.mypensionexpert.com

  • Complaints Contact

    My Pension Expert Ltd
    Colonnades House
    Duke Street
    Doncaster
    DN1 3BW
    UNITED KINGDOM
    Phone
    +441302639540

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Buy-to-Let Start Date

  • Buy-to-Let End Date

  • Buy-to-Let Status

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Aaron Lee Metcalfe

    IRN AXM00420

    • SMF16 Compliance Oversight (1 Apr 2021 to 25 Nov 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Apr 2021 to 25 Nov 2022)
  • Alan Paul Rafferty

    IRN APR01078

    • CF30 Customer (24 Jan 2014 to 2 Apr 2014)
  • Alistair Stewart

    IRN AXS01071

    • SMF3 Executive Director (since 26 Sep 2023)
    • CF1 Director (AR) (11 Mar 2024 to 11 Feb 2025)
  • Ameeta Bhayani

    IRN AXB02130

    • CF30 Customer (11 Mar 2024 to 20 Jun 2024)
  • Andrew David Binns

    IRN ADB00017

    • CF10 Compliance Oversight (6 Apr 2016 to 29 Sep 2017)
    • CF11 Money Laundering Reporting (6 Apr 2016 to 29 Sep 2017)
    • CF30 Customer (2 Jul 2012 to 5 Jan 2018)
    • CF1 Director (2 Jul 2012 to 5 Jan 2018)
    • Responsible for Insurance Mediation (2 Jul 2012 to 29 Sep 2017)
  • Andrew James Stather

    IRN AXS00381

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Aug 2021)
  • Andrew Jonathan Peter Strong

    IRN AJS01232

    • SMF9 Chair of the Governing Body (since 10 Mar 2023)
  • Andrew Peter Megson

    IRN APM01070

    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (11 Mar 2024 to 11 Feb 2025)
    • SMF9 Chair of the Governing Body (7 Apr 2020 to 20 Mar 2023)
    • Responsible for Insurance Mediation (3 Oct 2017 to 30 Sep 2018)
    • CF3 Chief Executive (4 Apr 2017 to 8 Dec 2019)
    • CF1 Director (4 Apr 2017 to 8 Dec 2019)
  • Andrew Robert Weston

    IRN ARW01233

    • CF30 Customer (21 Apr 2015 to 25 Feb 2016)
  • Anindita Dey

    IRN AXD00787

    • [FCA CF] Functions requiring qualifications (8 Apr 2025 to 19 Dec 2025)
    • [FCA CF] Client dealing (8 Apr 2025 to 19 Dec 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.