Valeas Capital Partners buys majority stake in My Pension Expert
The Doncaster-based retirement advice firm serves roughly 20,000 mass-market clients with £2 billion in assets under advice, as Palatine Private Equity exits four years after its initial investment.
Takeaways
- My Pension Expert is a retirement advice firm serving mass-market consumers by telephone and video.
- Valeas Capital Partners and My Pension Expert are classified as a platform transaction.
- The target serves individual retirement savers across Doncaster, England.
Valeas Capital Partners has agreed to acquire a 75% stake in Doncaster-based My Pension Expert, a retirement advice firm that serves mass-market consumers by telephone and video, from Palatine Private Equity.
The business advises approximately 20,000 clients and administers roughly £2 billion in retirement assets, with around 132 employees.
Palatine invested in the company four years ago and will exit upon closing, which is expected later in 2026 after receiving regulatory approval from the Financial Conduct Authority.
Valeas plans to support the company's expansion and broaden access to regulated retirement advice.
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