MPA launches The Final Salary Portal
With the number of enquiries in respect of Defined Benefit (DB) pension transfers increasing, MPA have introduced The Final Salary Portal to educate our clients and help them understand the thought process behind the decision to transfer their DB pension, or not, as the case may be. The Final Salary Portal gives clients the [...]
Think Wills and Probate join MPA
At MPA Financial Management Limited we have taken the decision, following the retirement of David O'Dell, to outsource our Will writing, Lasting Powers of Attorney and Probate Services to Think Wills and Probate based in Knowle, Solihull; www.thinkwillsandprobate.co.uk Eleanor Betts is the Director of Think Wills and Probate and has been providing a Will [...]
MPA hits 30 years!
MPA are busy prepping for their 30 year anniversary gala, which will take place on the 22nd June in Claverdon. Since being established in 1988 MPA has gone from strength from strength and all the team, whether old or new, are looking forward to celebrating this momentous occasion. The office will be closing at [...]
Market Commentary – Quarter 1 2018
Our very own Jenny Hall has written the below piece which is all about the current markets. Here at MPA we aim to 'Inform - Educate - Inspire' and Jenny certainly embodies these values. Keep reading to find out more... Highlights: Volatility has made a return with most markets affected throughout the quarter. US [...]
MPA clients benefit from fee reduction…
Brewin Dolphin have agreed to reduce its Discretionary Fund Management fee for all MPA clients from 0.75% to 0.70% with effect from July 2018, saving our clients over £25,000 per annum aggregate. Brewin Dolphin were established in 1762 and are one of the largest independently owned private wealth managers in the UK. As at [...]
MPA Launches Three Educational Videos
In accordance with our strap line of Inform, Educate, Inspire we have teamed up with a firm called Independent Check Ltd to produce a range of short animated videos that help explain, in simple language different aspects of financial planning. The first three are: The Importance of Asset Allocation and Diversification Estate and Inheritance [...]
How might the sale of Standard Life Aberdeen Insurance Business to Phoenix Group affect us…
Standard Life Aberdeen has sold its insurance business to Phoenix Group for £3.2 billion and is leaving the world of life and pensions for good. All existing annuities and pensions – personal, group personal pensions, stakeholder and workplace pensions – will be moving to Phoenix Group. The move doesn’t include the three platforms held [...]
MPA Continue as a Chartered Financial Planning Firm
We are pleased to announce that we have recently renewed the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the [...]
Brewin Dolphin Managed Portfolio Service
For a number of years now we have run a panel of best of breed Managed Portfolio Services (MPS) propositions. Each month we monitor how they are performing and how much we are recommending them. We are also trying to find sweet spots between low medium and high risk and also the way they [...]