Our expertise in the charities and not-for-profit sector extends across a wide range of areas.

We provide a full range of services in relation to defined benefit (DB) and defined contribution (DC) pension arrangements sponsored by employers in the sector. This includes actuarial, investment and administration services to pension fund trustees, as well as advice to employers sponsoring these arrangements.

We have provided advice to a number of organisations participating in multi-employer arrangements such as those operated by TPT Retirement Solutions (formerly the Pensions Trust).

In addition to our pension related services, we have advised a number of charities on the investment of trust assets.

We also provide support for organisations in the areas of employee engagement and communication, and in workplace health and wellbeing.

Specifically within the sector, our clients include:

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organisations where we provide ongoing advice in relation to their DC pension scheme

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organisations where we provide ongoing advice in relation to their DB pension scheme

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organisations who we have advised regarding their participation in multi-employer pension schemes

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charities who we have advised on the Investment of trust assets

How we help charities and nonprofits

DB Consultancy

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Charity Investment

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Non-associated Multi Employer Schemes

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DC Consultancy

Read more about our consultancy services

Workplace Health and Wellbeing

Find out more about wellbeing

Employee Engagement

Find out about our engagement solutions

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Contact us for all enquiries

For more information about the independent, expert services we provide in this area, speak to our team today.

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Moving to a DC Master Trust

See how we supported the RSPCA with reviewing its current DC section and helped it to define the most appropriate pension arrangement to deliver value and cost-effective DC benefit provision.

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Outsourcing

Our full range of services in DB and DC pension arrangements includes actuarial, investment and administration services to pension fund trustees, as well as advice to employers sponsoring these arrangements.

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Gender pay gap analytics for charities

Discover how our pay gap analysis tool helped the British Red Cross to better understand where the pay gap was occurring within their workforce.

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Outsourced investment services

We provide independent evaluation and oversight of outsourced chief investment officer (OCIO) and fiduciary management services to give trustees confidence in their decisions.

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