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Case study: My Pension Expert

My Pension Expert

My Pension Expert: Creating a consumer champion

My Pension Expert (MPE) is one of the UK’s leading independent financial advisers specialising in retirement. Based in Doncaster and founded in 2010, MPE has helped thousands of people across the UK achieve the financial future they want.

CRC began its partnership with My Pension Expert in 2020, amidst the height of the Covid pandemic and it’s a partnership that has gone from strength to strength.

“CRC’s in-depth knowledge of both the media landscape and the retirement finance sector has been instrumental to building My Pension Expert’s brand. Their ability to cut through the noise in a saturated news space via punchy, insightful reactive commentary and hard-hitting quantitative research has helped MPE grow from a lesser-known organisation to a leading voice in the pension space. We’re now not only achieving high volumes of coverage, but incredibly high quality – and the buzz of seeing MPE in the likes of The Times, Telegraph, Money Week or The Daily Express (to name a few examples) will never grow old.” – Lily Megson, Policy Director, My Pension Expert

Assignment

My Pension Expert (MPE) is one of the UK’s leading independent financial advisers specialising in retirement. Based in Doncaster and founded in 2010, MPE has helped thousands of people across the UK achieve the financial future they want.  

CRC began its partnership with My Pension Expert in 2020, amidst the height of the Covid pandemic. In the challenging years that followed for Britain’s retirement planners, MPE emerged as a leading voice for consumers within the financial services sector. The organisation has distinguished itself by regularly producing valuable industry insights, with its CEO Andrew Megson and Policy Director Lily Megson both becoming prominent thought leaders on various pension and personal finance topics. 

This can be observed in MPE’s advocacy for policy reform and increased transparency regarding the issue of pension transfer delays.  

As part of their operations, MPE assists clients with pension transfers, moving funds between providers to achieve better outcomes, consolidate accounts, or lower fees. However, the process can be problematic. Slow and complex pension transfers are a longstanding issue in the UK, while pension engagement is another sticking point. MPE needed to raise its profile in front of consumers aged 45-65, promoting the value of financial advice and effective retirement planning. 

Campaign

To explore the issue further, CRC created a PR strategy to get MPE into the personal finance sections of national newspapers, as well as specialist pensions and personal finance publications. The primary focus was to use quantitative research to highlight the issues of pension engagement, complex transfers and a lack of preparedness for retirement.  

Complementing the unique, insightful research, we built MPE’s profile as a prominent authority on pension policy. Any government announcement relating to pensions and pension planners, CRC ensured MPE was on hand to offer their views – and always championing the interests of consumers. 

Meanwhile, we were able to capitalise on consistent, high-level media coverage by creating informative, educational content for MPE’s social media and website (blogs and reports), offering value to its current and prospective clients and helping guide them through the complexity of retirement planning. 

COVERAGE

For the pension transfer campaign, we secured high-profile coverage in titles such as The Times, The Daily Express, and FT Adviser, as well as several other reputable titles across regional and specialist finance and personal finance publications. In total, we achieved, 428 pieces of coverage for My Pension Expert in 2023, achieving an estimated 14.4 million views. 

Our ongoing partnership with My Pension Expert highlights the impact a targeted PR strategy can have in not only elevating a brand’s presence but establishing them as a trusted voice in the industry which they operate.  

Metrics

485

Pieces of coverage

6.23B

Online readership

28M

Estimated coverage views

“Working with CRC has never been difficult. The team were able to get to grips with our business, our values and our vision incredibly quickly and have been an amazing support to us over the years. We see them as an extension of our Press Office team, rather than a third-party agency. We couldn’t be happier with the work the team have done so far and look forward to continuing working with them in the years to come.” – Lily Megson, Policy Director, My Pension Expert