Do you have charity assets or investments that you are responsible for the management of?
We understand the responsibilities charity trustees have and can help you to formulate your investment policy statement, as well as providing independent oversight of the solutions available.
Whilst recruitment and retention is an ongoing challenge, a suitable workplace pension scheme could help your charity. Balancing the needs of your workforce with those of the charity can be difficult, but our team can help you set up a suitable workplace pension scheme with associated services.
As independent advisers, we can access the whole market to find a cost-effective solution for your charity, as well as assisting with employee engagement.
Could employee benefits help you overcome your employment challenges?
By offering an attractive suite of employee benefits, your charity may improve its ability to attract and retain the right personnel.
As your charity’s circumstances are unique, the benefits your offer should be tailored to your charity’s objectives, values, and the needs and priorities of your employees. Our team recognise this and will work with you to provide the right solutions.
It is possible to safeguard your charity and employees against a variety of outcomes.
Given the uncertainty of life, insured benefits have become a core component of modern day employee benefits packages. It is possible to protect both your charity and employees cost-effectively.
Our specialists have access to a range of solutions and can work with you to integrate suitable insured benefits for your organisation.
Financial wellbeing is about having a sense of security and feeling in control of meeting day-to-day financial requirements, whilst having the freedom to enjoy life.
We recognise this has become a concern for the charity and not-for-profit sector.
Our team can provide a range of support to help your charity negate these risks.
Whilst your charity can make some financial decisions independently, the risk of costly mistakes is high.
If your trustee board requires external knowledge and expertise to help your charity achieve its financial objectives, our team are here to help.
Through our expert financial planning support, we can provide your trustee board with peace of mind when making important decisions.
We aim to provide cost-effective advice and support for organisations in the charity and not-for-profit sector.
If your charity seeks assistance with a workplace initiative or wishes to review your existing arrangements, we can help.
Our team have provided support to charities for many years. We are NCVO Trusted Suppliers and work with some of the UK’s leading charities.
Case studies
Find out how we have helped a selection of our clients meet their needs and objectives.
Charitable investments
Kerry Holmes, Director and Independent Financial Planner, recently worked with a non-profit organisation who initially only needed our help to set up an Investment Policy Statement. Like with many clients, this initial requirement became much more complex and required additional support.
Insured benefits
Beverley Lee, Employee Benefits Consultant, worked with an existing charity client who wanted to put Group Life Insurance cover in place for their staff. The client had already recieved quotes, but wanted to make use of our independence to obtain a more competitive rate.
