Our corporate services

Astute business owners will know that secure financial planning makes excellent business sense. But lives are busy, and managing issues such as workplace pensions or key person protection can slip down the To Do list.

Corporate pensions

Whether you are a new business looking to implement new schemes, or you wish to review your existing arrangements, professional advice can make a crucial difference.

Specialist advice on SSAS or SIPP

Find a pension scheme that will ensure the maximum tax efficiency and most advantageous investment strategy.

Group protection

Putting the right arrangements in place will help to ensure the well-being of your business – and your staff – should the worst happen.

A wealth of experience

Working with the right financial adviser can not only ease the administrative burden of such tasks, but can also add value to your company with smart investments and employee benefits that will boost staff retention and morale. And that leaves you free to focus on the day-to-day running of your business.

The team at Macbeth Scott & Co Life and Pension Services has a wealth of experience in working with businesses, small and large. We advise on corporate pensions (including group schemes and auto enrolment), key person, shareholder and group income protection and offer specialist advice for the business owner on SSASs and SIPPs.

Macbeth Scott & Co Life and Pensions has an excellent track record and that is because our team of highly qualified advisers work with integrity and respect towards each client they meet. Our holistic approach means that we will liaise with other professional advisers such as accountants or legal advisers, where appropriate. You can be sure that corporate advice from Macbeth Scott & Co Life and Pensions will be open, honest and transparent and tailored to suit your needs.

Macbeth Scott & Co Life and Pension Services Limited is authorised and regulated by the Financial Conduct Authority.   You can find Macbeth Scott & Co Life and Pension Services Limited on the FCA register at https://register.fca.org.uk/

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.  The FCA does not regulate tax or estate planning.  Please note that the value of investments may go down as well as up and investors may get back less than they invest.  Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.  Full details can be found at https://www.financial-ombudsman.org.uk/

Macbeth Scott & Co Life and Pension Services Limited is registered in England & Wales. Company number: 01144365. Registered Office: 3 New Road, Kendal, Cumbria, LA9 4AY.