As we say goodbye to 2024 and welcome 2025, we want to take a moment to reflect on the past year at My Pension Expert. The journey has been remarkable and filled with exciting milestones, and we are eager to share some of the highlights as we set our goals for the upcoming year.
Our highlights from 2024…
New Partnerships
Early in the year, we partnered with The Jockey Club, a collaboration that opened new opportunities and strengthened our ties with a vibrant community. A major highlight for us was the sponsorship of The My Pension Expert July Cup! We look forward to seeing what 2025 holds for this partnership!
The rest is politics
2024 was a very interesting time for the pension policy landscape, particularly with the general election resulting in a brand-new labour government! It certainly seemed that pensions would be front and centre for the new government, with the announcement of a pension review coming almost immediately after the election. However, after a rocky start to their tenure, they have paused the second phase of the review until further notice.
Of course, My Pension Expert will continue to monitor for updates and ensure that you understand what any changes might mean for you and your finances.
Continuing Our Charity Efforts
Charity remains at the heart of My Pension Expert’s values. This year, our Policy Director, Lily, led the way by completing the Sheffield Half Marathon, raising an impressive £2,160 for St John’s Hospice. Later, Lily and Marc Jones took on the Great North Run, together raising £2,018.
Meanwhile, our in-house fundraising efforts, including bake sales, raffles, and individual contributions, raised a further £905.70 for St John’s Hospice, supporting their vital work in providing compassionate care to patients and families. The combined efforts of our incredible team reflect our commitment to giving back to the community.
Re-energising Our Brand and Elevating Our Impact
As the year progressed, we introduced a fresh new look. Our rebranding was a bold step forward, reflecting who we are today and where we’re headed.
In an even bigger milestone, we completed our first-ever acquisition of Tenet & You. This pivotal moment for our business allowed us to expand and help even more people secure their financial futures.
Finally, we achieved B Corp status, a proud recognition of our efforts to drive positive social and environmental change! And to top off a milestone year of sustainability, we were honoured to receive the ESG Trailblazer award from our private equity backer, Palatine.
We’re looking forward to continuing to develop and enhance our ESG efforts in 2025.
Investing in Our People and Technology
My Academy, our employee development programme, continued to help team members gain valuable qualifications and progress in their careers. We’re incredibly proud of this programme, as it supports professional growth and personal aspirations.
As we look back on the highlights of 2024, we were incredibly excited to announce the launch of “My Pension Hub”! This is our new web app which helps to make client’s advice journeys much more convenient and engaging! Clients using the hub are able to access their important pension information, conveniently contact the MPE team whenever they need support and book appointments with our team of advisers! We’re delighted with the uptake so far and look forward to helping even more people engage with expert independent financial advice.
Looking Ahead to 2025
As we welcome 2025, we are excited about what the future holds. After all, a new year brings fresh opportunities to grow, innovate, and make a difference. It’s also a time for reflection!
Have you thought about your goals for 2025? Many people use this time to review their financial plans, whether it’s consolidating pensions, paying off debts, updating wills, or creating long-term strategies for loved ones.
Financial planning doesn’t have to be overwhelming. At My Pension Expert, we’re here to help you navigate the complexities and turn your goals into achievable steps. Our independent financial advisors provide personalised solutions that align with your unique circumstances and aspirations. With the right advice, you can feel confident about your financial future.
Wishing You a Happy New Year
Let’s make 2025 a year of progress and possibility! Whether you’re planning to retire soon or further down the line, it’s never too early to start preparing. And remember, the team at My Pension Expert is just a phone call away. Here’s to a fantastic new year filled with success, growth, and new beginnings.