MPA Lite is an investment plan offering an excellent introduction to financial management for those clients with existing pensions and investments under £75,000. MPA Lite works by matching your attitude to risk to one of five risk-rated portfolios.
The model portfolios we use are the result of years of experience and research. They range from cautious to adventurous, and the more risk you are prepared to take the more return you should expect over the medium-to-long term. The passive portfolios we offer in this service range from three to seven on the risk scale, to offer our clients a good mix of safe investments and high returns.
Managing your investments
With MPA Lite you have unlimited access to your account information using our online WRAP service. The WRAP is a sophisticated computer system which brings together all the independent elements of your financial portfolio, including pensions, ISAs and investment bonds, allowing you to manage them all through one interface. This means you have constant access to all elements of your portfolio online.