Our advisers will provide illustrations and clear concise explanations on new or current pension plan(s). Our independent advice is backed-up with, detailed fund analysis and ongoing support through to retirement.
Your retirement fund does not need to be exclusively made up of pension investments. It can also include other forms of investment such as bonds, property, shares, ISAs and OEICs. Looking after clients pension investments requires a bespoke wealth management solution that is flexible and adaptable for all changes in the future. The MFS Investment Solution fulfills this criteria by combining our own expertise and in-depth knowledge with a selected investment partner, LGT Vestra. Part of this unique service enables clients pension investment portfolios to be actively managed on a ‘discretionary basis’.
Our aim is to advise on and provide an investment strategy that is tax efficient, related to your attitude to risk ( modified as your attitude to risk changes) and to protect you from over-exposure to any one sector of the market. MFS will endeavor to optimise the future pension returns and benefits.
You may already have pension plans. If so, we can review these and advise you on them. When you come to decide how to take your pension benefits we can again explain and advise on the options available.
So, whether you are looking to set-up your first pension investment, or are in mid-life and well on the way to building up a pension portfolio, or looking to take your retirement benefits, we have the expertise to help you make the right decisions.
How much to save?
This calculators gives quick guide to how much your pension may be worth when you retire...
Pensions Independent advice on the following:
Stakeholder Pensions
Personal Pension Plans
Retirement Annuity Contracts (RACs)
Self Invested Pension Plans (SIPPS)
AVCs
FSAVCs
Group Pension Schemes (GPPs)
Small Self Administered Schemes (SSASs)
Executive Pension Plans (EPPs)
Section 32 Buy Out schemes
Pensions & Divorce
Drawdown
Pension Switching
At Retirement Options and Advice:
Annuities
Enhanced (impaired life) annuities
Variable annuities
Phased Retirement