Charity and not-for-profit retirement solutions

Our expertise in the charities and not-for-profit sector extends across a wide range of areas, including full support for both defined benefit (DB) and defined contribution (DC) pension arrangements.

That means actuarial, investment and administration services for both trustees and employers, underscored with clear, practical advice.

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

But we don’t stop at pensions.

We’ve helped a number of charities invest their trust assets. And we support organisations with employee engagement and communication, workplace benefits and wellbeing, and insurance packages.

Specifically within the sector, our clients include:

• Organisations where we provide ongoing advice in relation to their DB and DC pension schemes.
• Organisations who we have advised regarding their participation in multi-employer pension schemes.
• Charities who we have advised on the Investment of trust assets.