Financial & Pension Planning
Financial planning entails developing a detailed overview of your current assets and wealth. By considering your lifestyle and accounting for your long-term plans, we project how your financial resources may develop over the coming years.
Fixed Income Investing, Bonds, Private Debt Investments And Alternative Fixed Income Products For Institutional, Wholesale And Retail Investors
Financial Planning
To answer your questions about retirement, whether it’s at the regular time or early, and the best strategy for your occupational pension—be it an annuity, a lump sum, or a combination—we delve into the financial planning process itself. We consider various aspects such as your pension coverage, the option to purchase additional years, choices between annuities and lump sums, the benefits of life insurance, tax implications of property purchases and mortgages, and for business owners, the effects of transferring or selling your business.
Once we have a comprehensive overview, we compile a report detailing your current financial situation. From there, we begin discussions to establish a risk profile that will guide the management of your assets and wealth.
Vested Benefits
MPS Vested Benefits offers tailored solutions to optimally manage your vested pension benefits.
Our offerings for vested pension capital allow you the flexibility to invest your occupational pension assets across one or more portfolios as you see fit. You can adjust your investment strategy at any time based on your objectives, personal circumstances, and current market conditions. Additionally, you have the option to temporarily withhold all or part of your capital from being invested.
Individual Pensions
MPS Individual Pension allows you to accumulate additional personal capital for your pension provision while benefiting from tax allowances and reliefs applicable to tied personal pension accounts.
Our options for tied personal pension savings offer the flexibility to invest your occupational pension assets across one or multiple portfolios. You can adapt your investment strategy at any time, based on your objectives, personal circumstances, and current financial market conditions.