Charities and endowments

Helping you find the right solutions that align to your purpose and values.

Strategic and innovative

Advice is about people, not products. And our clients stay with us for the long-term because they know we have their best interests at heart. With market-leading expertise in pensions services, investment advisory and employee benefits, we’re here to ensure you get advice tailored to your objectives, enabling better outcomes for your people and beneficiaries.

Dedicated Private Capital team for investment advice & managed accounts

Experience with organisations from public, private and third sector

Supporting over 100 existing charity client relationships

Access to specialists across employee benefits, investments and pensions

Data-driven decisions, supported by our market-leading proprietary tools

Meeting your unique needs

Our experienced team can help you with the following areas:

From highly technical knowledge to reshape and manage your pensions obligations to getting independent, whole-of market advice from our private capital team, our expertise is broad to support your wide-ranging needs.

Pensions: Improve the financial management and efficiency of an existing pensions arrangement.
Investment services: With the support of our researchers and investment strategists, we help you engage with trustees and advisers to achieve the right balance between return and certainty.
Employee benefits: Build a sustainable employee pensions and benefit programme, including bespoke employee engagement and education programmes to support your people with clear, jargon-free advice.

Explore the right services for your organisation

Delivering confidence with a straightforward approach tailored to your values

Our team of in-house researchers and investment strategists help you engage with trustees and advisers to achieve the right balance between return and certainty. Rather than clouding investments in complexity, we make sure the impact on cashflow and risk is as visible as possible.

Clients are also supported by our Private Capital team, providing independent, whole-of market investment advice and managed account services.

Sustainable investing in particular is one of our key areas of specialism. Our award-winning team helps organisations of all types define their own sustainable investment beliefs and identify new opportunities.

Investment advice & managed accounts DC investment DB investment Liability hedging and liability-driven investment Sustainable investment research Fiduciary management oversight and advice on investment governance Buy-ins and buy-outs Investment manager research

Promoting better funded, lower risk pension plans

Our actuaries and consultants focus on strengthening your organisation’s finances and building resilience whilst aligning to your people goals and organisational values. We work collaboratively with you and your multiple stakeholders to develop a sustainable and efficient way forward for your pension plans.

We combine deep expertise and research with proprietary technology such as Opportune and Fusion to help you to improve outcomes and lower the burden on your bottom line.

DC consulting DB consulting Secretarial services and outsourced pensions management DB consolidation Insurance & risk settlement Pension remediation Operational solutions HR and pensions M&A Covenant solutions Public sector pensions

Bespoke solutions aligned to your values

Our approach and solutions are bespoke to your organisation’s culture, circumstances and workforce. We build on our established services by innovating and developing solutions to optimise our clients’ benefits and ensure they meet the needs of employees.

We offer a complete service – from designing bespoke benefits to helping your employees better understand, use and value your existing benefits. You can be confident you’re getting whole-of-market advice, choosing the very best for your budget.

Employee benefits technology Employee support and financial wellbeing Risk and healthcare Strategic benefit design

: Delivering confidence with a straightforward approach tailored to your values

Our team of in-house researchers and investment strategists help you engage with trustees and advisers to achieve the right balance between return and certainty. Rather than clouding investments in complexity, we make sure the impact on cashflow and risk is as visible as possible.

Clients are also supported by our Private Capital team, providing independent, whole-of market investment advice and managed account services.

Sustainable investing in particular is one of our key areas of specialism. Our award-winning team helps organisations of all types define their own sustainable investment beliefs and identify new opportunities.
: Promoting better funded, lower risk pension plans

Our actuaries and consultants focus on strengthening your organisation’s finances and building resilience whilst aligning to your people goals and organisational values. We work collaboratively with you and your multiple stakeholders to develop a sustainable and efficient way forward for your pension plans.

We combine deep expertise and research with proprietary technology such as Opportune and Fusion to help you to improve outcomes and lower the burden on your bottom line.

All pension services
: Bespoke solutions aligned to your values

Our approach and solutions are bespoke to your organisation’s culture, circumstances and workforce. We build on our established services by innovating and developing solutions to optimise our clients’ benefits and ensure they meet the needs of employees.

We offer a complete service – from designing bespoke benefits to helping your employees better understand, use and value your existing benefits. You can be confident you’re getting whole-of-market advice, choosing the very best for your budget.