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Barnett Waddingham
0333 11 11 222
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:

20

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

75

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

20

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

15

charities who we have advised on the Investment of trust assets

Related knowledge and resources

Blogs

  • ESG in focus

    The DWP issued a consultation on clarifying and strengthening trustees’ investment duties in June 2018, with responses requested by mid-July. What are the key proposals and what might trustees do to prepare?

  • Benefact - April 2018

    Our latest news on pensions and other business risks in the Charities and Not-for-Profit sector.

  • Benefact: news on pensions and business risks in the Charities and Not-for-Profit sector

    In this issue of Benefact, we discuss our latest 'Generation Why?' survey, PPF levy consultations and Non-Associated Multi-Employer Schemes for DB pensions, TPT Retirement Solutions Growth Plan Series 3 and GDPR.

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