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.

Independent advice considers the entire market of financial products, while restricted advice focuses on a defined range of providers or product types. Both are regulated and must act in your best interests.

A general investment account (GIA) is a simple way to invest your money in a wide range of assets, like stocks, shares, and bonds. It’s flexible and allows you to hold different types of investments in one place.

Opening a Stocks and Shares ISA is simple: Choose a provider – such as a bank, investment platform, or financial adviser. Compare fees and features – Look at account charges, investment options, and ease of use. Apply online or by phone – You’ll need to provide: Your name, address, NI number. and Proof of ID. Fund your account – Add money (lump sum or monthly), and start investing. If you’re unsure where to start, many providers offer ready-made portfolios based on your risk level.
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