M&A-hungry My Pension Expert enters £25m refinancing deal

Follows Tenet&You buy last year

Jen Frost
clock • 2 min read

My Pension Expert has signed a £25m refinancing deal with digital lender Oaknorth as it targets future mergers and acquisitions (M&A).

The Palatine Private Equity-backed at-retirement advice business is expected to use the funds in part to pay down existing lender Beechbrook. My Pension Expert will look to a "targeted acquisition pipeline" with strategic M&A a "core driver" of its business plan, the firm set out in a news release this morning (29 April). Acquisitions are expected to "play a key role in expanding market reach and building value through carefully chosen partnerships," it was stated in the telephone and video conferencing-focused IFA business' update. My Pension Expert CEO Andrew Megson said: "Not on...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

Jen Frost
Author spotlight

Jen Frost

Editor at Professional Adviser

More on Companies

Aberdeen reshuffles executives as Jonathan Asquith named interim chair

Aberdeen reshuffles executives as Jonathan Asquith named interim chair

Douglas Flint set to step down

Linus Uhlig
clock 26 March 2026 • 1 min read
Perspective buys six advice firms in first quarter

Perspective buys six advice firms in first quarter

Adding £825m in assets

Jen Frost
clock 26 March 2026 • 2 min read
Tatton-backed Absolute Financial snaps up second IFA

Tatton-backed Absolute Financial snaps up second IFA

HR Independent Financial Services joins as the firm eyes eight more

Isabel Baxter
clock 23 March 2026 • 1 min read