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.

  • Anthony Stuart Bragg

    IRN ASB00026

    • CF30 Customer (11 Mar 2024 to 30 Aug 2024)
  • Antony Charles Hesford-Duckworth

    IRN ACH01145

    • CF30 Customer (23 Jun 2015 to 29 Sep 2015)
  • Ashley William Eyre

    IRN AXE00052

    • [FCA CF] Manager of certification employee (14 Nov 2023 to 10 Jul 2024)
  • Banyamin Yasin

    IRN BXY01101

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 3 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 3 Sep 2025)
  • Ben Hicks

    IRN BXH27393

    • SMF17 Money Laundering Reporting Officer (MLRO) (15 Apr 2020 to 15 Jan 2021)
    • SMF16 Compliance Oversight (15 Apr 2020 to 15 Jan 2021)
  • Benjamin John Milton Farrell

    IRN BXF19350

    • [FCA CF] Functions requiring qualifications (10 Aug 2020 to 30 Jun 2021)
  • Bernadette Dunlop

    IRN BXD00141

    • SMF3 Executive Director (since 14 Mar 2022)
  • Brandon Carr-Barker

    IRN BXC00415

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 16 Jan 2025)
    • [FCA CF] Client dealing (since 16 Jan 2025)
  • Caroline McChrystal

    IRN CXM00192

    • [FCA CF] Manager of certification employee (12 Nov 2024 to 2 Feb 2026)
  • Catherine Jayne Thomas-Humphreys

    IRN CJT01189

    • CF30 Customer (7 Oct 2016 to 21 Aug 2018)
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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.

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