Charity and not-for-profit sector
Providing a wide range of pensions and investment services to the sector
Our expertise in the charities and not-for-profit sector extends across a wide of 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 also 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.
Specifically within the sector, our clients include:
organisations where we provide ongoing advice in relation to their DC pension scheme
organisations where we provide ongoing advice in relation to their DB pension scheme
organisations who we have advised regarding their participation in multi-employer pension schemes
charities who we have advised on the Investment of trust assets