Lucas Fettes Financial Planning – employee benefits/including pensions auto enrolment

Lucas Fettes Financial Planning is an independently owned financial planning and employee benefits advisory practice, specialising in the charity and voluntary sector. Through a network of offices, they can offer a service to clients throughout the UK.

Lucas Fettes Logo officialAutomatic enrolment

Lucas Fettes Financial Planning are committed to helping charities and voluntary organisations meet their automatic enrolment duties, and have been doing so since the legislation was introduced.

To cater for smaller organisations, they have an affordable, ‘remote’ automatic enrolment solution Easy as AE which includes:

    • advice to help you make key decisions and set up a suitable workplace pension scheme for your organisation

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  • advice and guidance on how to manage your compliance duties
  • access to technical support through telephone and email helpdesk.

NCVO members receive a 10% discount, with prices starting at £899 plus VAT.

Regardless of your current pension provision you should start planning for automatic enrolment at least 9–12 months before your staging date.

Useful resources

Group life insurance/death in service

Available to NCVO members with 2–25 employees.

We may think it won’t happen to us but unfortunately 1 in 8 men* and 1 in 12 women* will die during their working lives.

Your organisation can provide cover for employees so that in the unfortunate event of their death, a tax-free cash lump sum will be paid to their dependants. Medical conditions are not taken into account and it can cost from as little as £2** per month per person. For many employees the peace of mind it can bring has real value.

For further information, please contact Lucas Fettes on 0345 357 8910 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

* Source: ONS
** Set-up costs are not included, and ongoing costs will vary according to the level of cover and number of employees.

Employee benefits

A survey previously conducted by Lucas Fettes Financial Planning revealed that 52% of voluntary sector employees don’t know if their employer provides employee benefits. Given only 39% of those employees said they felt valued at work and 20% are not at all confident in their employer’s ability to retain staff, employee benefits should be higher up the list of employers’ priorities.

Key Person Insurance

We are able to advise on arrangements to protect the organisation in the event of the death of illness of key people.

Trustee Investments

We work with voluntary organisations to provide tailored financial planning solutions that meet the needs and objectives of their trustees.

We start by establishing the financial goals of your organisation, working with your trustees to assess your requirements for income and capital, and the timescales for these.

We understand the responsibilities Trustees have under the Trustee Act 2000, which include the need to set clear objectives for funds and choose appropriate performance, risk and time benchmarks for fund managers.

Our services include:

  • agreement of financial goals, timescales and required investment returns
  • initial recommendation and on-going oversight of investment managers
  • agreement of goals-based investment strategies and benchmarks
  • tax efficient investments and reviews
  • determining appropriate risk tolerances and benchmarking
  • providing diversification of assets and managers
  • on-going reviews of performance against agreed goals
  • strategic revisions and recommendations to reflect the changing circumstances and needs of the charity.

Contact Lucas Fettes

Telephone 0345 357 8910
Email This email address is being protected from spambots. You need JavaScript enabled to view it.
Twitter @LFPlanning

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority. Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

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