Tailored advice for your charity


We have specialist knowledge of the charity sector and are proud to be ACEVO’s (Association of Chief Executives of Voluntary Organisations) longest standing strategic partner.

Years of meeting the needs of the third sector has given us an appreciation of the issues and unique challenges that you face. We know that money, time and resource are often limited, so when we design and develop our solutions, we always have charities in mind.


Our advisers have the experience and knowledge to help you with your pension and employee benefits needs and all are qualified to give regulated advice, offer guidance and support. 

We can help you with:

  • financial education and individual advice;
  • pension advice and employee benefits provision
  • group risk, healthcare and wellbeing;
  • benefits communication; and
  • review your charity investments to ensure they are on target and stay on track.