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Free Pension Review

In light of significant pension reforms MPA Financial Management is offering a free initial pension review. This involves looking at your current situation to assess your options.  In order to do this we will need to have access to view your existing policies.  To do this we need you to complete a letter of authority.  This allows us to view what you already have in place and your current adviser, if you have one, will not be notified.  Please complete this letter and sign and date it and post it to MPA Financial Management Ltd of MPA House, 98 High Street, Henley in Arden, B95 5BY.

MPA has prepared a comprehensive guide to the impact on existing income drawdown pensions and how this may affect you if you have already taken tax-free cash from your pension and are now in ‘income drawdown’.   Click here to read the report (PDF, 300KB)

We also have a one page factsheet about the pension reforms if you are approaching retirement in the next five years which is available here to download.

For clarification and guidance on this important yet complex area of financial planning, please call MPA on 01564 795997 or email us at enquiries@mpafm.co.uk

MPA Financial Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 434931 http://www.fca.org.uk/register.

MPA Financial Management Ltd Registered Address: MPA Financial Management Ltd 98 High Street Henley in Arden Solihull B95 5BY. Registered in England & Wales, No. 04111009.

Neither MPA Financial Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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