News and Events
- August 2009
- MPL are delighted to welcome Philip Sutton to our growing team of financial advisors. Announcing
Philip's appointment MPL Deputy MD, Aidan Vaughan, said "He boasts a fantastic CV and exceptional
technical knowledge, particularly in the realm of investments and pensions". Philip previously
worked for wealth manager UBS and he specialises in the legal and financial sectors. Contact Philip.
- July 2009
- On 15th July MPL hosted a seminar, '50% tax, Pensions and Tax Planning Ideas' for finance
professionals. MPL pensions specialist Jim Spicer summarised the punitive measures on larger
pension contributions recently announced by HMRC . The freezing of the Life Time Allowance
was also covered. A leading London and Isle of Man based tax planning consultancy then introduced
Employee Benefit Trusts and several registered tax planning schemes.
- May 2009
- MPL are pleased to support the local community and are proud sponsors of the Aylesbury U15s
youth football team. Congratulations are due following an excellent season in which they won the
league and cup. Click here to see the boys in their MPL kit.
- April 2009
- MPL annuity specialist Billy Burrows has written on the subject of 'With Profit Annuities'
for the respected industry publication, Pensions Management.
Click here to see the article in full.
- March 2009
- It is with regret that MPL announce the death of Giles Rackham (44) on the 24th February 2009 from a
heart attack. MPL is very grateful for the substantial contribution he made to the business,
particularly in developing our Discretionary Management Service (DMS). His kindness, wit and
commitment will be greatly missed by staff at MPL and doubtless many clients too. Full continuity
of service and investment style is in place via Mark Kitson and the expanding DMS team.
- March 2009
- MPL launch their 2008/09 Guide to ISAs. If you are thinking about tax-efficient savings then
Click here
to see the MPL Guide to ISAs. The deadline for an ISA contribution in this tax year is the 5th April
and a consultant at MPL will happily help you with your ISA contribution. MPL also offer a review service
for existing ISA portfolios. Further details are in the guide.
- February 2009
- MPL pensions specialist, Jim Spicer, has become aware of an urgent situation regarding the protection of tax free
cash entitlements for large pensions (typically £1m or more). Jim has seen many certificates that don't offer the
full protection and is offering a review to mitigate against a potential tax liability. The deadline for review is 5th April 2009.
Click here
to see the full press release.
- January 2009
- MPL issue a press release demonstrating how a client can use their SIPP to realise the value of illiquid
or troubled assets - thereby easing their personal liquidity concerns and more effectively funding
retirement.
Click here to see the press release.
- December 2008
- MPL Director David Cummins features in a video on the MPL website. The video explains the role
and responsibilites of an independent financial advisor before explaining how the advice process works
and how an IFA ensures the best possible outcome for the client's circumstances.
Click here to see David's webcast
- October 2008
- Congratulations to MPL Annuity Director, Billy Burrows, who has won 'Personality of the Year' at the
2008 Scottish
Widows awards ceremony which recognises success and achievement in the financial adviser community. Billy won
the award for his commentary on the annuity market, variable and ‘third way’ annuities, a very topical subject
which Billy has made his own. The award was presented by Olympic Ambassadors Roger Black MBE and Sarah Bailey MBE.
- September 2008
- MPL Annuity Director, Billy Burrows, is again featured on the BBC website. Billy's latest article for the
BBC focuses on 'third-way' annuities and can be accessed by clicking the
following link: "Guaranteed Drawdown
Pensions"
- August 2008
- MPL welcomes existing advisors David Cummins and Billy Burrows to its Board of Directors. They join Brian,
Aidan and Giles in making a long-term commitment to MPL that will benefit all MPL clients.
- June 2008
- Congratulations to MPL Director, Aidan Vaughan, who has completed the 55 mile
Rob Roy Challenge raising £2,397
for charitable causes. Aidan would like to thank everyone who sponsored him. He can be seen on the left
in this photo
taken at the event.
- June 2008
Two MPL Advisors are featured in the press this week.
Billy Burrows writes for the BBC website about "Why This is a Good Time to Retire"
- David Cummins is featured in an article from the industry magazine CityWire in which
he considers his own evolution as an independent adviser and the importance of putting
the client's needs first. Click here to see the article in full.
- April 2008
- MPL Wealth Management are pleased to announce a transfer of clients
from a local IFA, Hill Oldridge Financial Services, to MPL. As part of the
transfer MPL are pleased to welcome two experienced advisors, Jim Spicer
and John Glover.
- March 2008
- On March 10th MPL held a seminar on the exporting of
pension benefits. The ROSIIP (under QROPS legislation) is a scheme
specifically designed to enable non UK resident individuals who have
accrued pension benefits in the UK to transfer these out once they
have left the UK. Click
here
for more information.
- February 2008
- MPL launches its Inheritance Tax Planning guide for MPL professional
connections and clients. Please
contact
us for more details.
- January 2008
- MPL launches its new brochures –
download
it here…
- November 2007
- Leading annuity specialist William Burrows joins MPL –
read
more here…