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

More on Companies

M&G's PruFund posts £100m net outflows in Q1

M&G's PruFund posts £100m net outflows in Q1

Gears up for third-party adviser platforms launch

Isabel Baxter
clock 07 May 2026 • 3 min read
Corbel Partners makes 18th acquisition and rolls out tech platform phase two

Corbel Partners makes 18th acquisition and rolls out tech platform phase two

Five more deals in the pipeline for 2026

Isabel Baxter
clock 07 May 2026 • 2 min read
Absolute acquires four IFA firms creating Northwest hub

Absolute acquires four IFA firms creating Northwest hub

Adds £577m in assets under advice

Isabel Baxter
clock 07 May 2026 • 2 min read