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My Pension Expert has achieved B Corp status!

We have an incredibly exciting announcement to share with you…

My Pension Expert has achieved B-Corp status! 

Perhaps more impressively, we were able to achieve this prestigious status with our first application, scoring 84.9 on the assessment. This is truly a testament to our ongoing commitment to meeting high standards of social and environmental performance.

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 our 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.

We’re absolutely thrilled that such a esteemed organisation recognises the fantastic work our team, and the way in which we help not just our clients, but our wider community and environment. 

We recognise the responsibility that comes with this status, and we look forward to not just continuing the work we do, but continuously evolving our understanding of best practice to drive positive impacts across the business, environment and society.   

Speaking of the achievement, our CEO Andrew Megson, said: “We’re delighted to have been awarded B Corp status. And we’re grateful to our 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.”