How Our Refer a Friend scheme Works
1. Join and Share
Sign up in moments and receive your personalised referral link. Share it with friends, family, or contacts who may benefit from speaking to a regulated financial adviser.
2. Your Friend Speaks to Us
Your friend gets in touch with My Pension Expert at their own pace. There’s no pressure and no obligation to proceed, just a chance to explore their options with a member of the team.
Once they’ve had that first discussion and are ready to speak to an adviser, we’ll book them in with an appointment with one of our regulated financial advisers.
3. You Both Get Rewarded
Once your friend completes their advice journey with My Pension Expert, you’ll both receive £250 in vouchers, redeemable with Amazon or Love2shop.
4. No Limits. Just Rewards
There’s no limit to the number of people you can refer. Whether it’s one friend or several, you can share your link as often as you like and enjoy multiple rewards.
Refer a Friend and Get Rewarded!
If you’ve been happy with the service you’ve received from My Pension Expert, why not pass it on? Our Refer a Friend scheme is our way of saying thank you for spreading the word and giving both you and your friend something valuable in return.
It’s simple, rewarding, and effortless.
When you refer a friend to speak with us and complete their advice journey with My Pension Expert, you’ll each receive £250 in vouchers. It’s as easy as that!
What are you waiting for? Register here to get started and refer your friends!
Why Refer a Friend to My Pension Expert?
People often discuss money, plans, and retirement long before consulting a regulated adviser. These conversations can highlight questions about pensions, savings, or retirement income, but it’s not always clear what steps to take next.
By referring someone to My Pension Expert, you connect them with trusted, regulated advice, helping turn questions into confident financial decisions. Whether it’s reviewing pensions, planning retirement income, or understanding long-term strategies, your referral could make a real difference.
So, if you know someone who could benefit from expert advice, join the Refer a Friend scheme today, share your link, and enjoy the rewards.
Frequently Asked Questions
Need another question answering? Get in touch with us today.
Anyone who you think might benefit from regulated financial advice.
Simply sign up for the Refer a Friend scheme and receive your personalised link. Or you can sign up by clicking this link.
You and your friend will receive the voucher once they have completed their advice journey with My Pension Expert.
No. You can refer as many family members or friends as you like and earn multiple rewards!
No. Referring a friend does not commit them to any action; they can explore options at their own pace.