About My Pension Expert
My Pension Expert is a company based in Doncaster (United Kingdom) founded in 2010.. The company has 57 employees as of January 31, 2021. My Pension Expert has completed 1 acquisition, including Tenet&You. My Pension Expert operates in a competitive market with competitors including Moneyfarm, A J Bell, The Openwork Partnership, Y TREE and Multiply, among others.
- Headquarter Doncaster, United Kingdom
- Employees 57 as on 31 Jan, 2021
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name My Pension Expert Limited
- Date of Incorporation 09 May, 2011
- Jurisdiction DONCASTER, SOUTH YORKSHIRE, UNITED KINGDOM
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
$33.4 M (USD), Debt – Conventional
Apr 29, 2025
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Investors
OakNorth Bank
& 4 more
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Employee Count
57
as on Jan 31, 2021
- Investments & Acquisitions
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Leadership Team
2 people
Finance and Accounting
1 people
Software Development Team
1 people
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Funding Insights of My Pension Expert
- Total Funding Total Funding
- Total Rounds 5
- Last Round Debt – Conventional — $33.4M
- First Round First Round
- Investors Count 5
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2025 | Amount | Debt – Conventional - My Pension Expert | Valuation |
investors |
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| Aug, 2022 | Amount | Debt – Conventional - My Pension Expert | Valuation |
investors |
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| May, 2022 | Amount | Private Equity Round - My Pension Expert | Valuation | Palatine Private Equity |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in My Pension Expert
My Pension Expert has secured backing from 5 investors, including institutional and venture fund investors. Prominent investors backing the company include OakNorth Bank, Frontier Development Capital and Caple. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Beechbrook Capital is recognized as a provider of private debt financing to SMEs in Europe and the UK.
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Founded Year | Domain | Location | |
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Palatine Private Equity is engaged in private equity investments.
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Founded Year | Domain | Location | |
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Private debt fund focused on mid-market SME and property developers
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by My Pension Expert
My Pension Expert has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Tenet&You. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Financial advisory services are provided to clients by Tenet&You.
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2013 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - My Pension Expert
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
My Pension Expert Comparisons
Competitors of My Pension Expert
My Pension Expert operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Moneyfarm, A J Bell, The Openwork Partnership, Y TREE and Multiply, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Platform for investment planning & advisory services
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| domain | founded_year | HQ Location |
Financial advisory and retirement planning services are provided to users.
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| domain | founded_year | HQ Location |
Online financial advisory platform for individuals and families is operated.
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| domain | founded_year | HQ Location |
Personal wealth is managed via an online platform.
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| domain | founded_year | HQ Location |
AI-powered financial advice automation solutions are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about My Pension Expert
When was My Pension Expert founded?
My Pension Expert was founded in 2010 and raised its 1st funding round 10 years after it was founded.
Where is My Pension Expert located?
My Pension Expert is headquartered in Doncaster, United Kingdom. It is registered at Doncaster, England, United Kingdom.
Who is the current CEO of My Pension Expert?
Richard Morrall is the current CEO of My Pension Expert.
How many employees does My Pension Expert have?
As of Jan 31, 2021, the latest employee count at My Pension Expert is 57.
What does My Pension Expert do?
My Pension Expert was founded in 2010 in Doncaster, United Kingdom, within the financial services sector focused on pensions. Solutions for retirement planning are offered, allowing users to search available options instantly and interact with advisors for customized plans. Partnerships with multiple vendors are maintained, with commissions earned from customer purchases. Operations center on enabling informed decisions in pension management.
Who are the top competitors of My Pension Expert?
My Pension Expert's top competitors include Moneyfarm, A J Bell and The Openwork Partnership.
How many acquisitions has My Pension Expert made?
My Pension Expert has made 1 acquisition, including Tenet&You.
Who are My Pension Expert's investors?
My Pension Expert has 5 investors. Key investors include OakNorth Bank, Frontier Development Capital, Caple, Beechbrook Capital, and Palatine Private Equity.