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.

  • Katie Stather

    IRN KXW00265

    • SMF3 Executive Director (since 29 Jul 2025)
    • [FCA CF] Client dealing (since 2 Dec 2024)
    • [FCA CF] Functions requiring qualifications (3 Mar 2022 to 11 Apr 2026)
  • Keith Anthony Ferris

    IRN KAF00010

    • 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] Functions requiring qualifications (since 11 Feb 2025)
    • [FCA CF] Client dealing (since 11 Feb 2025)
    • CF30 Customer (11 Mar 2024 to 11 Feb 2025)
  • Kelly Sarah Pickup

    IRN KSG01029

    • CF30 Customer (11 Mar 2024 to 20 Jun 2024)
  • Kieran Stone

    IRN KXS73748

    • [FCA CF] Client dealing (11 Feb 2025 to 23 May 2025)
    • [FCA CF] Functions requiring qualifications (11 Feb 2025 to 23 May 2025)
    • CF30 Customer (11 Mar 2024 to 11 Feb 2025)
  • Kirk Simon Yeomans

    IRN KSY01005

    • CF30 Customer (1 Dec 2015 to 8 Dec 2019)
  • Kyle Hopkins

    IRN KXH09929

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2021)
    • CF30 Customer (4 Jan 2019 to 8 Dec 2019)
  • Kyle Simpson

    IRN KXS00868

    • SMF3 Executive Director (since 22 Aug 2025)
  • Lee Thompson

    IRN LXT00229

    • 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 2 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 22 Feb 2023)
  • Lily Megson

    IRN LXM00531

    • SMF3 Executive Director (since 16 Jan 2023)
  • Louise Annie Hutchinson

    IRN LXH20105

    • CF30 Customer (11 Mar 2024 to 20 Jun 2024)
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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.