Corporate Membership

Corporate MAC Club Membership has been developed to provide financial services advice on a basis which is tailored to the business, irrespective of sector or type. It provides advice based strategy rather than product led sales, in essence to become an advice partner to key individuals of the business.

In order to ensure our relationship is established effectively from the outset, we will spend a period of three months completing the following tasks:

• Initial meetings with the Directors, Management Team or prescribed individuals authorised to manage the financial planning of the business.
• Fact Find assessment of the business’s current circumstances. Gaining an understanding of the business plan and any significant ongoing development over the medium to long term.
• Conduct a review of any existing planning already established
• Gain agreement on a financial summary to include a wish list of potential benefits of interest. This will form the basis of the proposals and ongoing management inline with the businesses strategy.
• Quarterly meetings scheduled in the diaries of relevant parties.
• A follow up report will be constructed to formally present strategies and also an assessment of the ongoing cost of advice specific to the needs of the business.

Quarterly Meetings

This is a mandatory requirement of the membership. The importance of this is that we have a regular focused time for the key individuals of the business to review the strategy on an ongoing basis and make alterations if required.

Also, it provides an opportunity to meet any members of staff that require information or advice on company benefits or other advice needs.

Added Benefits

As part of the MAC Corporate Membership, all Directors will be given free membership of our Standard membership for individuals. They will also have the opportunity to upgrade to our Platinum membership if appropriate.

We can also provide individual advice to each staff member within the company. We will provide further details of this service, on request.

Who are our Corporate Clients

Our client base is varied and therefore difficult to average, but with some assumptions, our standard Corporate member would be a business with the following traits :-

• Two or more Owners/Directors
• Average upwards of 40 Staff
• Turnover upwards of £10m
• Generally more than one legal entity

The most common planning that we conduct within the management of existing members is as follows:-

• Group Pensions
• Group Life Assurance
• Group Medical
• Shareholder Protection (with cross-option agreements)
• Keyman Assurance
• SIPPS
• FURBS

Various business sectors are covered in our membership as we do not specialise in a specific area of business. The main reason for this is purely, that the sector doesn’t depict the type of planning required. Generally, all business needs similar types of planning, how it’s tailored to the business strategy is the key factor.