My Pension Expert has secured B Corp status, demonstrating the company’s ongoing commitment to meeting high standards of social and environmental performance.
My Pension Expert, backed by Palatine Private Equity, is the UK’s leading at-retirement adviser. Based in Doncaster and with a five-star Trustpilot rating, the business provides independent financial advice to consumers nationwide via telephone and video conferencing.
My Pension Expert’s achieved B Corp status with its first application. The firm scored 84.9 on the assessment.
Currently, there are only four other UK-based pension or financial advice firms with B-Corp status –Stewardship Wealth, Hymans Robertson LLP, Redington Limited and Nile HQ – and only seven in this category in the world.
The achievement of B Corp certification comes as part of My Pension Expert’s broader and ongoing environmental social, and governance (ESG) commitments, which include a monthly donation to The National Forest, and the running of My Academy, the company’s programme for the development and progression of individuals interested in pursuing a career in financial services.
Andrew Megson, CEO of My Pension Expert, said:
“We’re delighted to have been awarded B Corp status. And we’re grateful to Palatine Private Equity – which achieved B-Corp Status themselves in 2022 – for supporting us through the process.
“Initiatives like B Corp help demonstrate which firms actually deliver on their promises to make a positive social and environmental impact. Further, the entire process itself has proved really useful in allowing us to refine and align our mission, processes, people and values more clearly.
“Given we succeeded with our first application attempt, we’re very proud of the achievement. It reflects our team’s passion and commitment to sustainability, reinforcing our goals to help our clients achieve a financially secure retirement while we’re contributing positively to creating a better future for others.”
Kieran Lawton, Senior Investment Director at Palatine said:
“At Palatine we invest in businesses that do things the right way and aim to help them achieve sustainable growth. My Pension Expert’s fantastic achievement in achieving B Corp status is testament to the company’s approach and ethos, and we’re delighted to see them join us in the B Corp community.”
