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At retirement advice

Helping individuals to make informed decisions when accessing their pension savings to achieve financial security in retirement.

Make the most of what you've built

Reaching retirement is a major milestone - but it also brings important financial decisions.

We will help you transition from saving to retiring with confidence. Whether you’re ready to retire now or planning for the near future, our expert advisers are here to guide you every step of the way. From understanding your options to structuring your withdrawals, we provide clear, personalised advice to help you make informed choices.

How we help you plan for retirement:

Based on our expert assessment of your needs, plans and hopes for your retirement, we:

01
Understand your retirement options
We help you explore the full range of choices available at retirement - from annuities and drawdown to lump sum withdrawals and phased retirement.
02
Create a sustainable income plan
We design a strategy to turn your pension savings into a reliable income stream that supports your lifestyle throughout retirement.
03
Maximise tax efficiency
We advise on how to access your pension in the most tax-efficient way, helping you retain more of your hard-earned savings.
04
Protect against longevity and inflation
We build in safeguards to help ensure your income keeps pace with rising costs and lasts as long as you need it.
05
Plan for the unexpected
We help you prepare for life’s uncertainties - such as health issues or market volatility - so your retirement plan remains resilient.
06
Leave a legacy
We guide you on how to pass on your remaining pension or assets in a tax-efficient way, supporting the people and causes you care about.

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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Protection for you and your family
Safeguarding your loved one’s financial well-being in case of unexpected events.
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Pension and retirement planning
Bespoke financial planning and investment solutions to help you achieve your retirement and broader financial goals. 
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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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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.
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Looking
for
guidance?

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

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