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Retirement Planning

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.

Planning for retirement

Making early decisions on savings, investments and pensions will help you have the retirement you deserve.

Whether it is in the distant future or just round the corner, planning for your retirement can help you to get the lifestyle you want after all those years of hard work. There are a number of factors to think about;
 
*What age you want to retire
*How much money you may need
*What you can afford to invest now
 
Most of us take a pragmatic approach in order to meet our retirement needs. However, planning for retirement is increasingly important- the cost of living continues to rise and the value of the state pension looks set to continue to dwindle in real terms.
 
We can advise on your retirement planning, whether you are in the process of building your pension pot or getting ready to retire, answering questions such as:
 
“Are your existing pension plans sufficient to provide you with a comfortable retirement”?
 
“Do you know how much income you will need and how best to draw it from your pension”?
 
“Do you have a number of pension plans and do you understand how they are performing”?
 
“Are you able to deal effectively with the increasing number of changes in the pension market and do you know what impact they are having on your pension”?

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We find that most people are concerned about some of these questions. Working closely with you, we will identify what you want from your pension and develop a structure that meets your requirements.

Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.

This might involve building on existing plans or using other vehicles to consolidate and simplify what you already have. There are often a number of choices available and we can discuss each option. The goal is to build a retirement plan that you feel at ease with and that will give you a comfortable retirement.

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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