The first stage of our investment process is to determine our clients understanding of investment and the associated risks it brings. We will then develop an asset-allocation strategy to meet these individual requirements. Finally, based on our extensive research of the investment market, we will recommend suitable funds to populate each desired investment portfolio.

The key to our service will however be offering an ongoing review of the suitability of this strategy as changes in an individual client’s circumstances, economic conditions and the investment market can all lead to the need for adjustments to the strategy initially selected. The objective is to ensure that our clients remain on course to achieve their desired goals.

Our Investment Service

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Frequently Asked Questions

The concept of a Workplace Pension Scheme was introduced by the Pensions Act 2008.  All employers in the UK are required to establish a Workplace Pension Scheme on their Staging Date.  On you Staging Date and each subsequent Pay Period you must carry out an Assessment of your employees.  The employer must deduct a contribution from the earnings of all their Eligible Employees and pay this to the scheme along with an employer contribution.   A process called Automatic enrolment.

mcleanThe current team at Corporate Benefits Consulting have had MacLean Electrical as a client for around 10 years now and over that time we have got to know them well.

Our Client Manager Maureen Ruddy, has guided our ever- expanding company through the pensions minefield of the last decade, offering advice which culminated in us closing our Final Salary Pension Scheme in 2007 and then going on to establish a new GPPP for all employees. Corporate Benefits guided us through this complex situation and continue to act as advisers to both the Trustees of the closed FS Scheme and also to the individual Members of the new GPPP.

At MacLean Electrical we feel it is important to get to know our service providers so that they can understand our business well enough to allow us all to work together and utilise all of our time effectively. In this way, Corporate Benefits have assisted us greatly by removing a large proportion of the day to day administration burden of running our schemes and they have also been of great assistance in guiding us through the various legislative changes experienced by pension schemes over the last decade and of course beyond.

The experienced team at Corporate Benefits is worth considering if you are a business who needs sound, relevant and effective advice regarding your Pensions and Employee Benefits packages and I would have no hesitation in recommending Corporate Benefits to you.

Gordon CarswellFinance DirectorMaclean Electrical