The guidance on this page has been put together to help your charity overcome the various income, capital and recruitment challenges in the charity and not-for-profit sector.
A range of resources for your charity
Balancing your charity’s income and capital requirements with supporting your cause and the the needs of your employees can be difficult.
The guidance on this page has been put together by our expert team to support you. It considers the following topics:
- charitable investments;
- workplace pensions;
- employee benefits;
- insured benefits; and
- employee financial wellbeing.
Additional resources will be added to this page in due course, so be sure to check back in!
Can we help?
If your charity is looking for help with charitable investments, workplace pensions, employee benefits, insured benefits, or employee financial education, we can help.
Our expert team will work with you to understand your charity’s objectives, before implementing cost-effective solutions.

Reviewing your charity’s investments
Charitable investments are often fundamental to support the capital and income requirements of a charity.