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Pension Review

The first meeting is always at our expense so you can be comfortable in knowing that it will cost you nothing to see if our services are right for you

Regulated Pension Review

The importance of having a regular pension review on existing policies

When it comes to a pension review it is important to have an understanding of where it is held and it’s performance. We are firm believers that having ongoing reviews will ensure you are getting the most out of your pension policy.

MPI Financial can help break down your current existing schemes reviewing past performance and future projections. When we are initially approached we will always go over a comprehensive fact find to ensure we meet every personal goal/need you may have when it comes to planning retirement.

 
Understanding your current arrangements

 

* What charges are you paying?
* How are the investments performing?
* How risky are these investments?
* Will you have enough in my pension at retirement?
* Are you paying for an adviser who is no longer providing you with a service?

 

One of our Financial Advisers will take you through these reports and explain the current pensions, what these mean to you and what your options are. Any planning will be tailored around your current circumstances and future needs.

Arrange your review today

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If you have any of the following arrangements we will be able to provide a comprehensive review:
Personal Pensions, Personal Pension Plan, Stakeholder Pension, Self-Invested Personal Pension, Retirement Annuity Contract, Deferred Annuity, Free Standing Additional Voluntary Contribution Schemes, Company Pension Schemes, Group Personal Pension, Group Stakeholder Pension, Executive Pension Plan, Small Self-Administered Scheme, Group Money Purchase Scheme, Additional Voluntary Contributions
 
Please also refer to our other pension services:
* Pension consolidation advice
* Pension forecast service
* Pensions planning for business owners
* Lifetime or annual allowance review
Working with the UK's leading providers

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MPI Financial Ltd is regulated by the Financial Conduct Authority (FCA) No 949588
Registered office address: 88 Mendip Avenue, Eastbourne, East Sussex BN23 8ER.  ICO certificate of registration reference: ZB200827.
Eastbourne office address: 12 Station Road, Eastbourne, East Sussex, BN21 4RG

Camberley office: Sentry House, 110E Frimley Rd, Camberley GU15 2QN

Worthing office: The Mill Building, 31 Chatsworth Rd, Worthing BN11 1LY

 https://register.fca.org.uk By leaving the site of MPI Financial cannot be held responsible for the content of external websites)

 
In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us: In writing: The Compliance Director, 88 Mendip Avenue, Eastbourne, East Sussex BN23 8ER. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You can find out how to do this at the FOS' website Financial Ombudsman Service ('FOS') at www.financial-ombudsman.org.uk ( By leaving the site of MPI Financial, MPI Financial cannot be held responsible for the content of external websites) or by contacting the FOS on 0800 023 4567*

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Email us: info@mpifinancial.co.uk