Retirement Planning Solutions

Helping private individuals to plan and manage their pension plans that support long-term financial security in retirement.

Helping you to plan for the retirement that you would like

Delivering individual-focused pension solutions designed to meet your long-term financial needs.

Our expert team of administrators work with you and your adviser to ensure you achieve the retirement you want.

How we help:

01
1989 SIPP
The MFPT 1989 SIPP provides a single and tax-efficient pension, offering a wide range of investment options and supporting succession planning.
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02
PFS SIPP
The MFPT PFS SIPP gives individuals a single, flexible, and tax-efficient pension with a broad choice of investments and supporting succession planning.
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03
QROPs
Do you have UK pension benefits that could fall within the proposed new inheritance tax rules? Our QROPs solution could assist you.
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What we offer across the 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.

Our Group-wide services include:

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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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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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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Looking
for
guidance?

Get in touch today to find out how our qualified team can support you.

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