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.
Examples:
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-
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
Automatic
enrolment
minimum fee only
-
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-
Reviews
-
Ongoing research
-
Recommendations
-
Reporting
