Our charges for charities

Charities face a range of ongoing challenges concerning funding, as well as employee acquisition and retention. 

At Lucas Fettes Financial Planning, we understand these and aim to help you provide suitable solutions. 

Assisting you with your challenges

Whether you are looking to implement a new workplace initiative, or want to review your existing arrangements, we can help your charity.

Our charges are priced competitively, ensuring the solutions we help you to implement are cost-effective. As an NCVO Trusted Supplier, we understand the challenges charities face and take our commitment to providing support seriously. NCVO members receive a 10% discount on our initial fees.

We are proud to provide services to a wide range of charities across the UK. 

Our charges

Initial and one-off advice

To ensure we recommend appropriate solutions, we must first understand your business and its objectives. We achieve this during our initial discussion with you.

Should we determine we are able to assist, we will set out our proposed services and charges to you. You must agree to these before we undertake any work that incurs cost for your charity.


Take a look at the below for an indication of our charges, but please contact us directly to discuss fees related to your requirements. Our fees vary dependent on the service you require and the level of work involved for us.

Automatic enrolment scheme

    • From £1,500+ (No market review)
    • From £2,000+ (With market review)

Salary exchange

    • From £2,750+

Small self-administered scheme

    • From £2,000+

Workplace engagement

    • From £500+

Charity investments

    • From £1,750+

Insured benefits

    • 5% of your premium, subject to a minimum of £750+ annually per scheme (Recommendation and implementation)
    • For healthcare policies (E.g. Private Medical Insrance), the commission is determined by the provider but our charges are £1,000+ annually per scheme

*VAT may be payable. Actual fees payable will be based on your circumstances and the work required.

Ongoing services

Ongoing services will ensure that your arrangements are kept up to date and meet your charity’s requirements on an ongoing basis. They also form an important part of your ongoing governance around the workplace benefits you provide. We offer both core and additional ongoing services which can be tailored to meet your needs and budget.

Insured benefits annual review

minimum fee only
£ 750+
  • Scheme review
  • Scheme renewal or recommendation
  • Issuance of summary of cover documentation
  • Provision of renewal packs
  • Collection of member data
  • Financial Wellbeing Hub access for members


minimum fee only
£ 1,000+
  • Scheme review
  • Issuance of new start packs
  • Member re-enrolment
  • General employer administration
  • Helpline for member queries
  • Pension and payroll support
  • Planning and ongoing suitability
  • Financial Wellbeing Hub access for members

Charity investments

minimum fee only
£ 1,500+
  • Reviews
  • Ongoing research
  • Recommendations
  • Reporting

What our clients say

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.

Contact us

To find out how we can help you, please get in touch today by completing our short contact form.

We have offices in Norwich, Diss, Peterborough, Chichester and London. Other members of our expert team are also available remotely across the UK.