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.

  • Lucy Charlotte Biltcliffe

    IRN LCB01070

    • CF30 Customer (9 Dec 2016 to 15 May 2017)
  • Lynn Elizabeth Street

    IRN LXS08327

    • CF30 Customer (11 Mar 2024 to 11 Feb 2025)
  • Madeleine Butler

    IRN MXB00293

    • [FCA CF] Manager of certification employee (10 Aug 2020 to 4 Sep 2021)
    • [FCA CF] Functions requiring qualifications (15 Jun 2020 to 4 Sep 2021)
  • Martin Paul Smith

    IRN MPS01083

    • 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] Client dealing (since 29 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 29 Apr 2025)
  • Matthew John Foster

    IRN MJF01308

    • CF30 Customer (18 Jun 2015 to 1 Nov 2016)
  • Matthew Steven Akers

    IRN MSA01126

    • [FCA CF] Client dealing (11 Feb 2025 to 28 Feb 2025)
    • [FCA CF] Functions requiring qualifications (11 Feb 2025 to 28 Feb 2025)
    • CF30 Customer (11 Mar 2024 to 11 Feb 2025)
  • Michael Sherman

    IRN MDS01250

    • [FCA CF] Functions requiring qualifications (30 Jan 2025 to 12 Aug 2025)
    • [FCA CF] Client dealing (30 Jan 2025 to 12 Aug 2025)
  • Michael William Thompson

    IRN MXT00545

    • CF30 Customer (11 Mar 2024 to 20 Jun 2024)
  • Mohamed Abdulaziz Mumin Mayo

    IRN MXM83698

    • [FCA CF] Client dealing (22 Jan 2025 to 23 May 2025)
    • [FCA CF] Functions requiring qualifications (22 Jan 2025 to 23 May 2025)
  • Mohammed Mujtaba Ahmed Hussain

    IRN MXH01489

    • 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 29 Nov 2024)
    • [FCA CF] Client dealing (since 29 Nov 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.