Charities

Our services to

A tailored service for a unique market

A unique environment calls for specialist third-sector pensions support offered by those who understand and have experience in this sector.

We provide tailored pensions support to third sector and not-for-profit organisations, non-departmental government bodies and quangos, as well as public sector bodies, supporting the sponsoring employer or scheme trustee

A third sector specialism

Our specialist practice has detailed knowledge and experience of all aspects of multi-employer pension schemes, and has provided advice to much of the third sector.

We have a strong charity focus within the business and a commitment to helping improve pensions in the sector. We have participated in many governmental committees to successfully shape changes in legislation, pioneered funding and accounting solutions for charity employers and provided direct support to charities through our work with the Charity Finance Group and their Pension Helpline as well as working on the ICAS Pensions Committee.

Unrivaled experience you can rely on

We have provided support to hundreds of charities, third sector organisations and housing associations over the 15+ years we have worked in this sector. This has given us a huge wealth of knowledge across numerous schemes and regions and we can apply that experience for the benefit of our clients.

The specialist team has access to actuaries, pension consultants, accountants and lawyers to allow us to really understand the issues and provide comprehensive support.

Alistair Russell-Smith

Alistair Russell-Smith is Spence and Partners Charity and Corporate advisory lead.

Alistair will provide advice for employers and third-sector bodies on all aspects of pension provision. His strength lies in his profound understanding of the intricacies of the financial industry, coupled with a keen insight into the dynamics of the not-for-profit sector. 

“Spence was very professional and knowledgeable.  They were easy to talk to and helped me facilitate the presentation of our options  to our Board.  Spence was really committed to getting a result for us and their perseverance resulted in our organisation obtaining the result we wanted.” Lorena Little, Youthlink

Communication that makes a difference

Our work is often supporting charities at times of pensions change and this can mean that issues are complex and emotive.

Our communication approach and supporting material is tried and tested and adds real value to charity trustees, senior staff and employees.

Our focus on the needs of the sector has allowed us to develop bespoke modelling and communication tools that make complex pensions issues accessible.

Find out more about our services to Charities

Please use this form or get in contact with Alistair Russel-Smith directly.

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