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Pension and retirement planning

Bespoke financial planning and investment solutions to help you achieve your retirement and broader financial goals.

Secure your future with confidence

We understand that planning for retirement is one of the most important financial decisions you'll ever make.

Whether you're just starting your career, approaching retirement, or already enjoying your post-work years, our expert advisers are here to help you build and maintain a secure and rewarding future.

How does this help you?

Our tailored retirement planning services help you:

01
Understand your financial position
We take the time to assess your current assets, income, and pension arrangements to build a clear picture of where you stand today.
02
Set meaningful and realistic retirement goals
We help you define what a fulfilling retirement looks like - whether it’s travel, family time, or early retirement - and map out the steps to get there.
03
Create a bespoke investment strategy
We design a retirement investment plan tailored to your objectives and lifestyle taking into account your appetite for investment risk.
04
Maximise contributions and tax efficiency
We advise on how to make the most of your pension allowances and tax relief to grow your retirement savings more effectively.
05
Plan for a sustainable retirement income
We structure your pension and investment withdrawals to provide a reliable income stream throughout retirement.
06
Protect your legacy
We help you safeguard your wealth with estate planning strategies that ensure your assets are passed on according to your wishes.

Our approach

Understanding your retirement goals
We evaluate your current position and help you to understand what your retirement could look like.
Design a retirement solution
We develop a personalised retirement strategy based on your goals and aspirations.
Implement suitable strategies
We help you to take the appropriate actions and feel confident when doing so.
Future planning meetings
We regularly review plans and made recommendations to ensure that your strategy remains on track.

What we offer

At MAC Group, we offer bespoke financial planning and insurance solutions designed specifically for private clients. Our expert advisers provide tailored advice on investments, pensions, personal protection, estate planning, specialist insurance and lifetime cashflow modelling.

Whether you’re planning for retirement, safeguarding your family’s future, or growing your wealth, our personalised approach helps you take control of your financial future with confidence.

Personal insurance
Providing tailored insurance coverage for personal assets, from cars to travel, jewellery and other valuable items.
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Cashflow and lifestyle planning
Providing a clear picture of your potential financial future, allowing you to make informed decisions.
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Protection for you and your family
Safeguarding your loved one’s financial well-being in case of unexpected events.
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At retirement advice
Helping individuals to make informed decisions when accessing their pension savings to achieve financial security in retirement.
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Saving and investment advice
Tailored savings and investment solutions designed to grow wealth, protect assets and achieve financial goals. 
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Pension trustee advice
Specialist trustee services including the management, compliance, and governance of pension schemes on behalf of clients.
Retirement benefit solutions

Looking
for
guidance?

Get in touch today and discover how we can support you through our suite of services.

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