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.

  • Naomi Turner

    IRN NXT00037

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 22 Apr 2024)
    • SMF16 Compliance Oversight (since 22 Apr 2024)
  • Nicholas Edward Westell

    IRN NEW01023

    • [FCA CF] Client dealing (9 Sep 2024 to 16 Sep 2024)
    • [FCA CF] Functions requiring qualifications (9 Sep 2024 to 16 Sep 2024)
  • Paul Goulden

    IRN PXG00110

    • 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 2 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Peter John Brown

    IRN PXB01612

    • CF30 Customer (11 Mar 2024 to 31 Dec 2024)
  • Peter Terrence Keenan

    IRN PTK00002

    • CF30 Customer (26 Aug 2014 to 1 Jun 2015)
  • Raymond Ali Abdull

    IRN RAA00013

    • [FCA CF] Client dealing (9 Jan 2025 to 27 May 2025)
    • [FCA CF] Functions requiring qualifications (9 Jan 2025 to 27 May 2025)
  • Richard James Morrall

    IRN RJM01471

    • CF1 Director (23 Sep 2015 to 28 Aug 2019)
  • Richard Keith Harrison

    IRN RKH00011

    • 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 9 Dec 2019)
    • CF30 Customer (4 Jan 2016 to 8 Dec 2019)
  • Robert Matthew MacDonald Wilkinson

    IRN RXW37821

    • CF30 Customer (11 Mar 2024 to 20 Jun 2024)
  • Ross Taylor

    IRN RXT00406

    • [FCA CF] Client dealing (19 Jun 2024 to 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (19 Jun 2024 to 1 Apr 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.

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