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

Lucas Fettes Financial Planning are a Chartered, independent financial planning and employee benefits advisory practice, specialising in the charity and voluntary sector. Through a network of offices, we offer our services to clients throughout the UK.

Lucas Fettes Logo officialEmployee benefits 

A survey we previously conducted revealed that 52% of voluntary sector employees did not know if their employer provides employee benefits. Given only 39% of those employees said they felt valued at work and 20% were not at all confident in their employer’s ability to retain staff, employee benefits should be high on the list of employers’ priorities.

There are a variety of options available, please speak to us for more information on solutions that may be suitable for your
organisation and its employees.

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Financial Education and Wellbeing

Research shows that finances are an ever-increasing worry for employees, whether this is day-to-day expenditure, or broader issues such as savings and retirement. Financial problems are a contributing factor to workplace stress and subsequently productivity and absenteeism. A study by the Money and Mental Health Policy Institute found that 67% of respondents struggled to concentrate at work due to financial worry.

Many employees are unsure as to how they can obtain the guidance or advice required to assist them or are worried about the cost of such assistance. As a consequence, many are missing out on valuable guidance which could assist them with meeting their financial needs.

We are able to provide informative workplace presentations and 1-to-1s, focused on financial education and wellbeing. These can be structured to cover a range of topics as a singular overview session or tailored to provide a number of structured sessions for different employee audiences.

Automatic Enrolment

We are committed to supporting charities and voluntary organisations with their automatic enrolment duties and have been doing so since the legislation was introduced.

To cater for smaller organisations, we have an affordable automatic enrolment solution which includes advice to help you make key decisions and set up a suitable workplace pension scheme for your organisation and guidance on how to manage your compliance duties.

Trustee Investments                                                                             

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

As such, we work with trustees to provide tailored financial planning solutions that meet the needs and objectives of their organisation.

We start by establishing the financial goals of the organisation, working closely with the trustees to assess requirements for income and capital, and the timescales for these. Should your organisation have any responsible investment preferences, our process will extend to incorporating these within a suitable investment portfolio.

Our services include:

  • agreement of financial goals, timescales and required investment returns, in line with your investment policy statement
  • Consideration of responsible investment preferences
  • 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 organisation.

Contact Lucas Fettes



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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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