My Pension Expert

04/06/2026

“It’s about making sure that people are not just engaging with their pension, but that the right mechanisms are in place to help.”

Yesterday, My Pension Expert’s Policy Director, Lily Megson-Harvey, joined BBC Radio 5 Live’s Breakfast show to help savers understand the importance of pension engagement and knowing the steps that can be taken today to support informed retirement planning decisions.

To hear more about pension engagement and retirement planning listen here:

https://www.bbc.co.uk/sounds/play/m002x47d
[01:39:00 - 01:45:41]

Rachel Burden and Rick Edwards with unique stories, and the biggest news and sport.

02/06/2026

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Taking the time to understand your options without feeling rushed can make all the difference.

We aim to provide clear, supportive guidance that helps clients feel informed and confident every step of the way.

Thank you to Thomas for sharing his experience.

https://bit.ly/4fRt1vd

29/05/2026

Not sure what to do with your pension when you retire? You’re not alone.

There are a few common ways to turn your pension into an income and each works differently depending on your goals:

🔒 Annuities – a guaranteed, regular income
💼 Drawdown – flexible access while staying invested
🔄 Consolidation – combining pensions together

Each option offers a different balance of flexibility, security and control.

Some people even combine them to create a retirement income that works for their lifestyle.

Taking the time to understand your options can make a big difference to your long-term plans.

https://bit.ly/42nx5vw

26/05/2026

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Clear, supportive guidance can make things feel much simpler, even if you’re new to pensions.

We aim to make every step easy to understand and straightforward to navigate.

Thank you to Ruth for sharing her experience.

https://bit.ly/4tJS5Ze

22/05/2026

Not everyone realises how much their pension can support their wider life goals.

Dave and his wife had multiple pension pots and wanted to make the most of what they’d built. After getting advice, they:

✔️ Consolidated their pensions
✔️ Secured an income for life
✔️ Used pension cash towards a mortgage deposit
✔️ Reduced their outgoings by over 50%

The result? Saving around £700 a month and feeling far more confident about retirement.

It’s a great reminder that the right advice can open up options you might not have considered.

https://bit.ly/435RDsx

20/05/2026

Pensions often come with a lot of numbers.

Projected income, fund values, percentages, allowances… it can quickly feel like there’s a lot to take in.

For many people, it’s not the decisions that feel overwhelming. It’s making sense of the figures behind them.

The good news is, it doesn’t need to be complicated.

Taking a bit of time to understand your pension can help you:

📊 See what your savings could mean in real terms
🧭 Understand how different options may affect your income
✔ Feel more confident about the numbers you’re looking at
🎯 Focus on what matters, rather than the detail

You don’t need to interpret everything on your own. A conversation with our team can help turn complex figures into something clearer and easier to work with.

https://bit.ly/3PfK2o5

19/05/2026

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Clear, professional guidance tailored to your circumstances can make all the difference.

We aim to support every client with advice that’s relevant, thoughtful and easy to understand.

Thank you to Tony for sharing his experience.

https://bit.ly/490RQAM

15/05/2026

When thinking about your pension, it’s easy to focus on your own retirement.

But have you thought about what happens to it after you’re gone?

Your pension beneficiaries are the people who may receive your pension savings, and keeping this information up to date can make a big difference to your loved ones in the future.

👥 You can nominate more than one person
🏡 It’s not limited to immediate family
🔄 Your choices should reflect your current circumstances

Major life events like marriage, divorce, or having children are all good reasons to review your nominations.

Even a small check today can help ensure your pension is passed on in line with your wishes.

https://bit.ly/4u6zJC7

13/05/2026

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A welcoming, personal approach can make all the difference.

We aim to make every conversation clear, supportive and easy to navigate.

Thank you to Joseph for sharing his experience.

https://bit.ly/4eUy3Xn

11/05/2026

On Sunday, members of the My Pension Expert team completed the Leeds Relay Marathon.

We joined forces to tackle the challenge together, all in aid of St John’s Hospice - the charity we’re proud to support.

A massive well done to all our runners, and thank you to everyone who has donated and cheered us on so far 💙

Every donation helps the hospice continue its vital work. Feel free to support the cause here:

👉🏼 https://www.justgiving.com/page/my-pension-expert-fundraiser-leeds