My Pension Expert’s leadership team
Andrew has extensive knowledge of financial services gained from working in the industry for over 30 years; 16 of those spent at an executive level within the retirement market. Andrew joined the group as Executive Chairman in January 2017 following a number of years as Managing Director of Retirement at Partnership and Just Retirement.
Andrew Megson
Chief Executive Officer
Alistair joined MPE in July 2023. He brings with him a wealth of experience having spent the last five years working for a fast growing, innovative, and acquisitive business, Frasers Group Plc, as their Director of Finance. Before that, he was a senior manager at RSM in the assurance practice.
Alistair is ACCA qualified and has overall responsibility for the finance function.
Alistair Stewart
Chief Financial Officer
Joining MPE in 2016, Bernie has over 30 years of experience in an administrative capacity in the financial and insurance sector. Working at Partnership for over 7 years, Bernie helped to assist the executive team whilst also working alongside Andrew Megson. This working relationship subsequently led to her joining Andrew again at MPE as HR Manager in 2016.
Bernie is responsible for all day-to-day HR operations.
Bernie Dunlop
HR Director
Lily joined My Pension Expert in September 2022, having gained extensive knowledge of the financial services industry throughout her career as a communications professional. She is responsible for the creation and implementation of My Pension Expert’s communications strategy, maintaining stakeholder relationships and strengthening the business’ position as a leading consumer champion within the retirement sector.
Lily Megson
Policy Director
Daniel joined the group in April 2018 after four years leading development at a large multi-academy trust. He is responsible for driving innovation and efficiencies throughout the business making use of technology and digital services to enhance experience and outcomes for clients. Daniel has extensive experience developing and implementing IT systems in large organisations.
Daniel Green
Operations Director
Joining the business with over ten years of sales experience and a wealth of management expertise, Kyle initially started his My Pension Expert journey as a Retirement Technician. Following successful periods as Sales Team Leader and Head of Sales, he was promoted to Director of Sales in 2024. Kyle is responsible for developing and executing the company sales strategy, in addition to driving and motivating the sales structure.
Kyle Simpson
Director of Sales
Katie first joined My Pension Expert in 2016 as a Retirement Technician. In 2020, Katie completed her DipFA qualification and joined our team of Independent Financial Advisers. After gaining extensive knowledge of financial services and the pensions industry, Katie was promoted to Director of Client Outcomes in 2024, where she is now responsible for leading in all areas of advice and overseeing the operation of client outcomes.
Katie Stather
Director of Client Outcomes
Our management team
Thomas Lee
Head of Advice
Lee Thompson
Head of Ongoing Advice
Robert Barber
Head of Paraplanning
Mark Robinson
IT Manager
Kirsty Buckley
Client Support Manager
Aqib Ramzan
Sales Manager
Independent Financial Advisers
Katie Stather (DipFA)
Director of Client Outcomes
Thomas Lee (DipFA)
Head of Advice
Lee Thompson (DipPFS)
Head of Ongoing Advice
Richard Harrison (DipFA)
Independent Financial Adviser
Dianne Gascoigne (DipFA)
Independent Financial Adviser
David Taylor (DipFA)
Independent Financial Adviser
Paul Goulden (DipFA)
Independent Financial Adviser
Emma Unsworth (DipFA)
Independent Financial Adviser
Ross Taylor (DipFA)
Independent Financial Adviser